Once enabled, FootPrints
automatically populates the fields that you mapped when the lookup field
is populated, if that option was selected during configuration. You can
also manually initiate or clear a lookup by using the two icons to the
right of the field: Lookup
and Clear.
To use this feature manually:
The lookup key field
must first be populated (either manually by the user, or dynamically from
another field mapper lookup or the LDAP or SQL Address Book). You can
enter the exact data, or you can enter a partial string (for example,
Smi)
to see a list of matches.
Click the Lookup icon or press
Enter.
If a match is found,
the data is populated in the associated fields.
If there are multiple
matches, a pop-up window is displayed with a list of matches. Select the
desired match and the data is populated in the associated fields.
Note
Only text-based lookup fields return partial matches. Due
to limitations in some databases, if the lookup field is numeric, an exact
match must be found.
If the matched data
is not what you want, click Clear,
and the data fields will be cleared.
Notes on Using the Dynamic Field Mapper
If data already exists
in one of the mapped fields, it is overwritten by the lookup.
If public fields
are used, Customers do not get the lookup option; only Agents can use
this feature.
Multiple lookup key
fields may be configured within a Workspace, but a lookup must be done individually
for each key field.