Create a fuzzy lookup

Name

The name of the fuzzy lookup.

Lookup Source

Select from the list of available lookup sources.

This list includes values configured in Settings > Processing > Fuzzy Lookup Sources.

 Field Mapping

This is a list of all fields available in the fuzzy lookup source and by default no columns are selected.

Select each field you want to map. A default Document Field name is provided.

Edit the Document Field value as needed.

 Validation form

Enables you to add a button to the validation form where users can search for database records to populate lookup fields.

To add a fuzzy lookup button to the validation form:

1. Select Allow lookup (Default: Cleared).

   Additional settings are available.

2. Configure the following settings.

   Setting	Description
   Search button
   Button text	Enter the text that is displayed on the validation form button.
   Display location	Select a location on the validation form for the lookup button. Above field (Default) Top of form Bottom of form When Above field is selected select a field from the list. The button is displayed directly above the selected field on the validation form.
   Search results
   Initial search text	Select  and select one of the fields from the fuzzy lookup source. The value for the selected field is automatically entered into the Search Text field after clicking on the search button on the validation form. This enables users to select a record that populates the corresponding fields.
   Limit search results	The number of rows listed in the search results window on the validation form when a search is executed. (Default: 10)
   Show confidence	When selected, the confidence of a field is displayed in the search results. (Default: Selected)
   Dialog width	The width of the search window on the validation form in percent. (Default: 75%)
   Dialog height	The height of the search window on the validation form in pixels. (Default: 450px)
   Results columns	Configure how fields are displayed on the validation form search window. (Default: All fields selected) Any fields selected in the Show column as listed in the search window. Select a field and select  to change the width of that column. Show indicates which fields are displayed on the search form on the validation form

3. Select Done.

   You are returned to the list of fuzzy lookups.

4. Select Save.

   The fuzzy lookups window closes and you are returned to the extraction page.