User Manual

08.13.2024

MANUAL

Table Management: Editor: Item Detail Settings: Choice List: Lookup

## Overview When you select an "[Department](/en/manual/table-management-choices-text-depts)", "[Group](/en/manual/table-management-choices-text-groups)", "[User](/en/manual/table-management-choices-text-users)" or a "[Linked](/en/manual/table-record-import-and-link) [Item](/en/manual/table-management-column)", you can post the selected "[Department](/en/manual/table-management-choices-text-depts)", "[Group](/en/manual/table-management-choices-text-groups)", "[User](/en/manual/table-management-choices-text-users)" or a "[Linked](/en/manual/table-record-import-and-link) [Item](/en/manual/table-management-column)". 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](/en/manual/table-management-auto-postback)" function, you can reflect values ​​immediately after selecting the master. ## Supported Versions 1. Pleasanter 1.1.27.0 or later 1. Pleasanter .NET Framework version 0.50.251 or later #### Lookup for "[Department](/en/manual/table-management-choices-text-depts)", "[Group](/en/manual/table-management-choices-text-groups)", "[User](/en/manual/table-management-choices-text-users)" 1. Pleasanter 1.2.2.0 or later 1. 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](/en/manual/table-management-class)". 1. "[Comment](/en/manual/table-management-comments)" and "[Attachment Item](/en/manual/table-management-attachments)" cannot be specified for From and To. 1. If an item without "Read Permission" is specified for From, an empty string will be transcribed. 1. 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. 1. If you select "Update records with matching IDs" in "[Import](/en/manual/site-package-import)", this will only work if the item has changed. 1. This will not work if multiple "[Department](/en/manual/table-management-choices-text-depts)", "[Group](/en/manual/table-management-choices-text-groups)", "[User](/en/manual/table-management-choices-text-users)" or a "[Linked](/en/manual/table-record-import-and-link) [Item](/en/manual/table-management-column)" are selected. ## Prerequisites 1. "Site Administration Permission" is required to configure settings. ## Operation Procedure Specify the "[Link](/en/manual/table-management-choices-text-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](table-management-choice-json)". ## Example Setting 1 In the example below, when [Link](/en/manual/table-management-choices-text-link) is made to site ID 6 and "[Item](/en/manual/table-management-column)" 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](/en/manual/table-management-status), specify Type as 1 and transcribe "[Display Name](/en/manual/table-management-label-text)" instead of "Value". ##### JSON ``` [ { "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](/en/manual/table-management-choices-text-depts)" is set as an option, and when "[Department](/en/manual/table-management-choices-text-depts)" is selected, "Department Code" is transferred to Class E. ##### JSON ``` [ { "TableName": "Depts", "Lookups": [ { "From": "DeptCode", "To": "ClassE", "Type": 0 } ] } ] ``` ## Example Setting 3 In the example below, "[Group](/en/manual/table-management-choices-text-groups)" is set as an option, and when "[Group](/en/manual/table-management-choices-text-groups)" is selected, "[Description](/en/manual/table-management-column-description)" is transferred to Class E. ##### JSON ``` [ { "TableName": "Groups", "Lookups": [ { "From": "Body", "To": "ClassE", "Type": 0 } ] } ] ``` ## Example Setting 4 In the example below, when "[User](/en/manual/table-management-choices-text-users)" is set as an option and "[User](/en/manual/table-management-choices-text-users)" is selected, the department name is transferred to Class E, the description to Description A, and the email address to Class M. ##### JSON ``` [ { "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](/en/manual/table-management-choices-text-groups)" is set as an option, and when "[Group](/en/manual/table-management-choices-text-groups)" 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 ``` [ { "TableName": "Groups", "Lookups": [ { "From": "GroupName", "To": "ClassE", "Type": 0, "Overwrite": false } ] } ] ``` ## Setting example 6 In the example below, [Group](/en/manual/table-management-choices-text-groups) is set as an option, and when [Group](/en/manual/table-management-choices-text-groups) 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 ``` [ { "TableName": "Groups", "Lookups": [ { "From": "GroupName", "To": "ClassA", "Type": 0, "OverwriteForm": true } ] } ] ``` ## Setting Content |No|Choice|Description| |:----|:----|:----| |1|From|Specify the "[Database Column Name](/en/manual/dev-column-name)" of the "[Table](/en/manual/table)" from which you want to transcribe. | |2|To|Specify the "[Database Column Name](/en/manual/dev-column-name)" of the "[Table](/en/manual/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](/en/manual/table-management-status)" or "[Classification Item](/en/manual/table-management-class)" where "Value" and "[Display Name](/en/manual/table-management-label-text)" are separate in From, it is important to set Type. Similarly, if "Value" and "[Display Name](/en/manual/table-management-label-text)" are separate in To, specify 0, but if you want to transcribe the display name as a string, specify 1. ## Related Information <div id="ManualList"><ul><li><a href="/en/manual/site-package-import">Site function: Import Site Package</a><span>08.13.2024 up</span></li></ul></article> <ul><li><a href="/en/manual/table">Table Function</a><span>08.13.2024 up</span></li> <li><a href="/en/manual/table-record-import">Table Function: Import Record</a><span>08.13.2024 up</span></li> <li><a href="/en/manual/table-record-import-and-link">Table Function: Import Records and Link Master Data</a><span>10.11.2024 up</span></li></ul></article> <ul><li><a href="/en/manual/table-management-column">Manage Table: Column</a><span>10.07.2024 up</span></li> <li><a href="/en/manual/table-management-status">Manage Table: Column: Status</a><span>10.02.2024 up</span></li> <li><a href="/en/manual/table-management-class">Table Management: Item: Classification</a><span>08.13.2024 up</span></li> <li><a href="/en/manual/table-management-attachments">Table Management: Item: Attachment</a><span>08.13.2024 up</span></li> <li><a href="/en/manual/table-management-comments">Table Management: Item: Comment</a><span>08.13.2024 up</span></li></ul></article> <ul><li><a href="/en/manual/table-management-label-text">Table Management: Editor: Item Detail Settings: Display Name</a><span>08.13.2024 up</span></li> <li><a href="/en/manual/table-management-column-description">Table Management: Editor: Item Detail Settings: Description</a><span>08.13.2024 up</span></li> <li><a href="/en/manual/table-management-choices-text-link">Manage Table: Editor: Column Advanced Settings: Option List: Link</a><span>10.11.2024 up</span></li> <li><a href="/en/manual/table-management-choices-text-depts">Table Management: Editor: Item Detail Settings: Option List: Departments</a><span>08.13.2024 up</span></li> <li><a href="/en/manual/table-management-choices-text-groups">Table Management: Editor: Item Detail Settings: Option List: Group</a><span>08.13.2024 up</span></li> <li><a href="/en/manual/table-management-choices-text-users">Table Management: Editor: Item Detail Settings: Option List: User</a><span>08.13.2024 up</span></li> <li><a href="/en/manual/table-management-auto-postback">Table Management: Editor: Item Detail Settings: Auto Postback</a><span>08.13.2024 up</span></li></ul></article> <ul><li><a href="/en/manual/dept">Department Management Function</a><span>08.13.2024 up</span></li></ul></article> <ul><li><a href="/en/manual/group">Group Management Function</a><span>10.08.2024 up</span></li> <li><a href="/en/manual/group-import">Group Management Function: Import/export</a><span>08.14.2024 up</span></li></ul></article> <ul><li><a href="/en/manual/dev-column-name">Correspondence of Column name and Name in the system in the Database</a><span>10.04.2024 up</span></li></ul></article></div><input id="SearchTextHidden" type="hidden" value="" />
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