Introduction
If you have a form configured that requires the user to enter some information they don't know in order to be able to proceed, it's good practice to give the user a Retrieve control. The Retrieve control opens a lookup form in a popup window so the user can search for the data they need.
Prerequisites
- The form you are editing must exist.
- The control you want to configure as retrieve control must exist.
- The active form must exist.
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Quick Steps |
| 1 |
Change the existing control to a Retrieve control, then click OK |
| 2 |
Update the properties |
| 3 |
Save the form |
Detailed Steps
Step 1. Change the existing control to a Retrieve control, then click OK.
Right click the control whose value is to be retrieved and change the control to a Retrieve control.
In this case, the control is the SSN textbox.
Step 2. Update the properties.
The control needs the following properties updated:
- Lookup Form: The form will open for searching the records. This is wfmCustomerLookup in this example.
- Selected Index: The column that contains the value being retrieved.
Step 3. Save the form.
Then, run the Preview. Xelence displays the form output. You can test your updated settings.
When you have previewed your form, it should look something like this. When the user clicks the magnifying glass icon, a popup opens where they can search for the field value and select it to populate the field.
What are the improvements over S3 Version 6?
Previously, a separate retrieve button had to be added next to the control and the configurations were done on the button. Now, an additional button is not required to be added. The control itself can be changed to Retrieve control and the configurations are done on the control itself.
This post is part of the Maintenance Form topic. Click here to open the Maintenance Form Overview.
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