What to know:
- Search and return fields should all be "Text", "Text Area", "Pick-List" or "Read-Only".
- Multi-Select elements in your lookup tables will cause the search to fail.
- Search values are case sensitive.
- Table names starting with a numeric value will cause the search to fail.
- Quotation marks in the data will cause that specific row not be returned.
- Elements that have a "return" in the data will cause the search to fail.
- Toggle elements are not supported for use with the table search feature.
- Records used for "lookup" data should not be used for any other purpose.
- A smart table can only be added once within a form.
Smart Table Search Example
Step 1In order for this feature to work two separate forms need to be constructed. The first form is the form you will want to search within. For this example, the form can be considered a Item Database. First begin by making a form and give the table the name: item_inventory_scan_demo_db
As mentioned earlier, this form should have a unique value. In this example our unique value will be a barcode scan (the Scan Data text element). The barcode will be entered by the user . The form below shows an example of how the item_inventory_scan_demo_db form should look like. Be sure to remember the data column name you enter for each of these widgets, as you will need to reference them in the next form.
Create the Item Inventory form. This form is where the users will scan the item and the fields:Brand of Product, Model Name or Number, Additional Notes on Product, Date Added to Inventory, Building Name and Room Number will automatically be filled in for them, thus saving them time. For this example we copied the database form and changed the table name to: item_inventory_scan_demo_parent. This form can include additional fields for the user to input data.
In the element that will be used to look-up content/unique identifier (Scan Data text field with the DCN scan_data), place the following information in the “Smart Table Search”
This scan_data element is what will pre-populate the rest of their information. This is the element that will call back to our database form.
After the Unique Identifier is calling to the database form in the Smart Table Search, in all of the following elements that you want pre populated, call to the database by placing the table name, . , and the data column name to the elementin the database (database.database_table_name.dcn_element_in_database) in the Dynamic Value of the elements on the Item Inventory Scan Form.
***Requires 4.5 Client or Higher***
If you have not updated your existing Client Application to 4.5 or Higher, Skip this step.
Before you sync your device you will want to select a Lookup Record Transaction Size. Hover over the Company Tab and select Company Info. Inside Company Info you will see Lookup Record Transaction Size under the Client Customization section. Select Edit Company Info and you can enter a size for each lookup record transaction from 1-500. This number determines the number of records that are downloaded in a single transaction. Previously records used for Smart Table Search are downloaded one record at a time and now they will be downloaded at up to 500 records at a time greatly decreasing the time it takes to download lookup records.
Next sync your device. You will see the two forms you just created (Item Database: item_inventory_scan_demo_db & Item Inventory Scan: item_inventory_scan_demo_parent ) appear in the client. To see if STS is working, open up the Item Database form and enter in all the information. Hit done, and sync. After syncing has completed, sync your device one time more. Open your item Inventory Scan Form and see the STS data updated.