Navigation:  Using AdaptAccounts >     Using the Lookup dialog

Use the Lookup dialog to fill in a value into a lookup field on a form from a lookup table. For example, any field that enables entering an AccountID is a lookup field. They enable using the Lookup dialog to browse an Account lookup table, finding a record and then filling in the AccountID from that record onto the form.

 

Click the "..." button or press [Alt+DownArrow] to open the Lookup dialog.

The Search By box lists the fields available for incremental searching and displays the lookup table in that order. Some tables have only one such field and other tables have several.

 

The Search Characters box supports incremental searching on the characters you enter. Using the above example, if you know the AccountID starts with 4111 you could type that in and the system will show the first matching record. You can enter characters incrementally until the desired record is displayed.

 

You can also move about the lookup table using the vertical scroll control etc. until you locate the desired record.

Click OK to enter the applicable value from the current lookup table record to the field on the form and close this dialog.
Click Cancel to just close this dialog.