Database lookups

Your solution integrator can configure a validation form to include a database lookup button . When available, use of this button can assist with document validation.

As you navigate to a field that is mapped to the database lookup, the database lookup button label becomes bold and underlined to indicate that you can click the lookup button to help validate that field. As you navigate away from a lookup field, the button label changes back to its original state. If the field has the focus and it is populated by a database lookup, you can open the database lookup window using the Ctrl, D modal keyboard shortcut.

The name of the database lookup button on your form can differ depending on your project configuration. Please contact your solution integrator if you have any questions.

Depending on how your solution integrator has configured the database lookup, either the search happens immediately and populates fields with results, or a search result window is displayed. The search results window provides one of the following three types of results:

  1. Search window with a single search field

  2. Search window with multiple search fields

  3. Search window with read-only results