ECMT AIM - Header Fields Lookup

The Lookup Settings configure SQL to look up the field value, a potential second value and then select which fields will be auto populated. To access the Lookup Settings we can click on any of these icons next to the field. The icons are circled in green in the image below.

Open

Below is the Lookup Settings window.

Open

• SQL Connection - Are defined in the SQL Connections tab of the ECM Toolbox AP WF page. To learn how to create a SQL Connection you can go here: ECMT AIM - SQL Connections tab

• SQL Table - SQL table to be queried

• Header Field 1 - First Workflow Header Field that we want to use the Lookup on.

• SQL Column 1 - SQL Column to query based on Header Field 1 value.

• Header Field 2 - Second Header field whose value is used in the query.

• SQL Column 2 - SQL Column to query based on Header Field 2 value.

On the right hand portion of the screen above we are allowed to map SQL values to the Workflow Fields specified.