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Maintenance

See HERE for a PowerPoint presentation on Lookups (16 slides).

Lookup Table Maintenance is a separate function of FormTrap Server Version 8, with the Lookup Table used by both FTForm Plus and by the production system. Lookup Table Maintenance should be a to a file accessible to FTForm Plus, in the same way as substitution files. Transfer of the file to Production is done the same way as Substitutions, in FTClient, Data Folders.

Lookup tables are an option when defining Delivery Tags and Form Fields. A lookup table element contains two fields; Name and Value. Name is the "lookup", normally type-of-lookup suffixed with a field from the FormTrap XML definition, which substitutes the Value portion of the table entry into the Delivery Tag or Form Field. Example: "staff email wpg" returns "Paul.Green@FormTrap.com".

Lookup entries that are constant such as the sending company details, bank details, etc. are common and mean ALL forms using the lookup entries are instantly updated by a single change.

Any number of different lookup entries may be defined, all are stored in the one XML file.

To define a new lookup table, select New, otherwise Open... the lookup table required.

You may add one element , or multiple elements .  Multiple element addition leaves the previous value shown, so you can key over just the parts that change.

Select to end each entry and to finish.

Highlighting an existing table entry allows access to the Edit and Delete buttons.

Include a description of the item in Name (sender-email- and sender-mobile- in the above picture), qualified by data (that person's initials) where multiple values are required.


To finish maintenance, select File, Save or Save As... .

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To Implement a New or Revised Lookup Table in Production

Transfer of the table is done by FTClient in the Data Folders view. See here for details.

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