Overview

When you select an "Department", "Group", "User" or a "「Linked」 Item", you can post the selected "Department", "Group", "User" or a "「Linked」 Item". For example, when you link a customer table from a sales table, you can post the address item and phone number item of the customer table to the sales table. You can also post images registered in description items. In addition, when combined with the "Auto Postback" function, you can reflect values ​​immediately after selecting the master.

Supported Versions

1. Pleasanter 1.1.27.0 or later
2. Pleasanter .NET Framework version 0.50.251 or later

Lookup for "Department", "Group", "User"

1. Pleasanter 1.2.2.0 or later
2. Pleasanter .NET Framework version 0.50.264 or later

Switch Function to Control Overwrite (Overwrite)

1. Pleasanter 1.3.10.0 or later

Limitations

1. The lookup function can only be set for "Classification Item".
2. "Comment" and "Attachment Item" cannot be specified for From and To.
3. If an item without "Read Permission" is specified for From, an empty string will be transcribed.
4. The value transcribed into the item will be registered, so even if the value is changed in the parent table, it will not be reflected.
5. If you select "Update records with matching IDs" in "Import", this will only work if the item has changed.
6. This will not work if multiple "Department", "Group", "User" or a "「Linked」 Item" are selected.

Prerequisites

1. "Site Administration Permission" is required to configure settings.

Operation Procedure

Specify the "Link" in JSON format in the "「Choice List」". The description method is the same as "Manage Table: Editor: Column Advanced Settings: Option List: Filter, Sort, Display Format".

Example Setting 1

In the example below, when Link is made to site ID 6 and "Item" is selected, Class A of site ID 6 is transcribed to Class B, Class B is transcribed to Class C, Status is transcribed to Class D, and Date A, Check A and Description A are transcribed respectively. For Status Item, specify Type as 1 and transcribe "Display Name" instead of "Value".

JSON

COPY CODE[
    {
        "SiteId": 6,
        "Lookups": [
            {
                "From": "ClassA",
                "To": "ClassB"
            },
            {
                "From": "ClassB",
                "To": "ClassC"
            },
            {
                "From": "Status",
                "To": "ClassD",
                "Type": 1
            },
            {
                "From": "DateA",
                "To": "DateA"
            },
            {
                "From": "NumA",
                "To": "NumA"
            },
            {
                "From": "CheckA",
                "To": "CheckA"
            },
            {
                "From": "DescriptionA",
                "To": "DescriptionA"
            }
        ]
    }
]

Example Setting 2

In the example below, "Department" is set as an option, and when "Department" is selected, "Department Code" is transferred to Class E.

JSON

COPY CODE[
    {
        "TableName": "Depts",
        "Lookups": [
            {
                "From": "DeptCode",
                "To": "ClassE",
                "Type": 0
            }
        ]
    }
]

Example Setting 3

In the example below, "Group" is set as an option, and when "Group" is selected, "Description" is transferred to Class E.

JSON

COPY CODE[
    {
        "TableName": "Groups",
        "Lookups": [
            {
                "From": "Body",
                "To": "ClassE",
                "Type": 0
            }
        ]
    }
]

Example Setting 4

In the example below, when "User" is set as an option and "User" is selected, the department name is transferred to Class E, the description to Description A, and the email address to Class M.

JSON

COPY CODE[
    {
        "TableName": "Users",
        "Lookups": [
            {
                "From": "Dept",
                "To": "ClassE",
                "Type": 1
            },
            {
                "From": "Body",
                "To": "DescriptionA"
            },
            {
                "From": "MailAddresses",
                "To": "ClassM"
            }
        ]
    }
]

Example Setting 5

In the example below, "Group" is set as an option, and when "Group" is selected, "Group Name" is transcribed to Class E. In this case, if a value is set in Class E, it will not be overwritten, and will only be transcribed if a value is not set in Class E.

JSON

COPY CODE[
    {
        "TableName": "Groups",
        "Lookups": [
            {
                "From": "GroupName",
                "To": "ClassE",
                "Type": 0,
                "Overwrite": false
            }
        ]
    }
]

Setting example 6

In the example below, Group is set as an option, and when Group is selected, "Group name" is transcribed to category A. In this case, even if a value is set in category A, it will be overwritten with "Group name" and transcribed.

JSON

COPY CODE[
    {
        "TableName": "Groups",
        "Lookups": [
            {
                "From": "GroupName",
                "To": "ClassA",
                "Type": 0,
                "OverwriteForm": true
            }
        ]
    }
]

Setting Content

No	Choice	Description
1	From	Specify the "Database Column Name" of the "Table" from which you want to transcribe.
2	To	Specify the "Database Column Name" of the "Table" to which you want to transcribe.
3	Type	Specify 0 if you want to transcribe the value. Specify 1 if you want to transcribe the display name. Type is optional. If omitted, the default value is 0.
4	Overwrite	Specify false if you do not want to overwrite the item specified in To if a value has already been set, and only transcribe if a value has not been set. Overwrite is optional. If omitted, the default value is true.
5	OverwriteForm	Specify true if you want to always transcribe the value to the item specified in To. OverwriteForm is optional. If omitted, the default value is false. Note that the value will be overwritten even if the user manually enters it.

Detailed Information

1. When specifying an item in "Status Item" or "Classification Item" where "Value" and "Display Name" are separate in From, it is important to set Type. Similarly, if "Value" and "Display Name" are separate in To, specify 0, but if you want to transcribe the display name as a string, specify 1.

Related Information