Lookup Table: Settings

Settings



Target

  • The Lookup Table Name will be the name of the lookup table in doForms. Note that if you change this name after the lookup table already exists, the lookup table will not be renamed, instead a new lookup table will be created.
  • Once a lookup table exists on the doForms server, there is no way to change the table structure (column names and order). The upload source must contain all columns in the correct order in order to successfully update an existing lookup table. See here for more information.
  • If your doForms account includes lookup table encryption, the Use Encryption option will be avaialble. Note that the correct encryption key must be imported using the Tools | Options screen. Available beginning with version 1.11.27.
  • Note that if a lookup table is set to be updated automatically from a form, it can not be updated using Sync & Save.

Source

Large Data Sets

  • Sync & Save can handle large data sets and has been tested with data sets of 100,000 rows containing 20 columns with an average of 20 characters in each column.
  • Performance depends on many different factors but tests with the above data set resulted in upload speeds of between 400 and 700 records per minute.
  • If you plan to upload a large data set, please notify doForms support first so that your daily web service quota can be temporarily adjusted.
  • It is recommended that you turn off Debug Mode in Sync & Save before processing a large data set.
  • Note that large data sets should not be uploaded frequently. The only exception is if the only changes are new rows added to the end of the source data set.

Advanced

  • If your reference data hasn't changed, then you probably don't want to re-upload it. Make sure to check the "Upload Only If Data Changes" option to keep a snapshot of your lookup data and only upload the data if it has changed. Sync & Save does a complete comparison of the snapshot to the current data.
  • If the only changes to the data are new rows added to the end of the table, then Sync & Save will append the new rows instead of completely overwriting the table. The doForms app will then only have to download the new rows the next time your users update.
  • If your source can be configured to only contain new rows to append to the lookup table, check the "Source only contains rows to append" option. This skips the analysis of the local snapshot and can save time if you have a very large lookup table.

Walkthrough

  1. Introduction
  2. System Requirements
  3. Main Screen
  4. Submissions: Adding A New Job
  5. Submissions: Configuring the Export Settings
  6. Submissions: Setting Up the Export Format
  7. Submissions: Using The Submissions Tab
  8. Submissions: Dealing With Errors
  9. Submissions: Handling Repeating Data
  10. Submissions: Exporting To Text Files
  11. Submissions: Exporting To Sql Server, MySQL, Oracle, Access, Sybase ASE, or ODBC
  12. Submissions: Exporting To Excel
  13. Submissions: Exporting To PowerPivot For Excel
  14. Submissions: Exporting to Word
  15. Submissions: Exporting To QuickBooks
  16. Submissions: Exporting To QuickBooks Customer
  17. Submissions: Exporting To QuickBooks Estimate, Sales Order, Invoice, Sales Receipt
  18. Submissions: Exporting To QuickBooks Vendor
  19. Submissions: Exporting To QuickBooks Purchase Order
  20. Submissions: Exporting To QuickBooks Item Receipt
  21. Submissions: Exporting To QuickBooks Bill
  22. Submissions: Exporting to QuickBooks Receive Payment
  23. Submissions: Exporting To QuickBooks Time Entry
  24. Submissions: Exporting To QuickBooks Online
  25. Submissions: Exporting To QuickBooks Online Customer
  26. Submissions: Exporting To QuickBooks Online Estimate, Invoice, Sales Receipt
  27. Submissions: Exporting To QuickBooks Online Vendor
  28. Submissions: Exporting To QuickBooks Online Purchase Order
  29. Submissions: Exporting To QuickBooks Online Bill
  30. Submissions: Exporting to QuickBooks Online Time Activity
  31. Submissions: Exporting To Sage 50 (Peachtree)
  32. Submissions: Exporting To Sage 50 Quote, Sales Order, Sales Invoice
  33. Submissions: Exporting To Sage 50 Customer
  34. Submissions: Exporting To Sage 100 (MAS 90 / MAS200)
  35. Submissions: Exporting To Sage 100 Sales Order, SO Invoice, AR Invoice
  36. Submissions: Exporting To SharePoint
  37. Submissions: Exporting To Salesforce.com
  38. Submissions: Exporting To Evernote
  39. Submissions: Exporting Attachments
  40. Submissions: Exporting PDF Report
  41. Submissions: Exporting A Specific Date Range
  42. Submissions: Filtering Submissions
  43. Submissions: Archive
  44. Submissions: Approve Before Exporting
  45. Submissions: Working With Date And Time Values
  46. Submissions: Working With Select One and Select Multiple fields
  47. Submissions: System Fields
  48. Submissions: Handling New Versions Of A Form
  49. Submissions: Networkfleet
  50. Submissions: Fleetmatics
  51. Lookup Table: Adding A New Job
  52. Lookup Table: Settings
  53. Lookup Table: From A Sql Source
  54. Lookup Table: From A File Source
  55. Lookup Table: From QuickBooks
  56. Lookup Table: From QuickBooks Online
  57. Lookup Table: From Sage 50
  58. Lookup Table: From SalesForce.com
  59. Lookup Table: From A SharePoint List
  60. Lookup Table: From NetworkFleet
  61. Lookup Table: From Fleetmatics
  62. Lookup Table: Filtering Records
  63. Dispatch: Adding A New Job
  64. Dispatch: Settings
  65. Dispatch: Format
  66. Dispatch: From An SQL Source
  67. Dispatch: From QuickBooks
  68. Dispatch: Tables And Repeating Sections From An SQL Source
  69. Dispatch: From A File Source
  70. Dispatch: Tables And Repeating Sections From An XML Source
  71. Dispatch: From Salesforce.com
  72. GPS: Adding A New Job
  73. GPS: Configuration
  74. Options: Calculations
  75. Options: Encryption
  76. Options: Proxy Server
  77. Options: Email Notifications
  78. Connecting to Sharepoint.com
  79. Connecting to Sharepoint
  80. Connecting To Cloud File Systems
  81. Connecting To SFTP
  82. Connecting To QuickBooks
  83. Connecting To QuickBooks: User Account
  84. Calculating tax on a form for QuickBooks
  85. Scheduling Jobs
  86. Job Log
  87. Run Jobs From An External Application
  88. Sending Information To Support
  89. Sending Job Configuration to Support
  90. Licensing
  91. Upgrading
  92. Backing Up And Restoring
  93. Webservice Quota
  94. Release Notes
  95. Release Notes 1.15.x
  96. Release Notes 1.14.x
  97. Release Notes 1.13.x
  98. Release Notes 1.12.x
  99. Release Notes 1.11.x
  100. Third Party Software

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