Using the Lookups menu to create lookups (for programmers and DBA’s)

The Lookups menu provides access to the tools that your programmer/DBA will need to define the Lookups that will be used in your Request forms.

It’s a five step process, that uses the tools in this menu, as listed below. You will need an IT person, normally a Database Administrator (DBA), for all of these steps.

  1. Define the data source/s using External datasources 
  2. Set up the data source for access – define the SQL view/s, or provide the local web service that delivers the required data in a format that matches the RefTracker Native web service schema. 
  3. Define the Lookup definitions that use your data source in order to map the data coming from your source into the relevant RefTracker fields. This can be done for SQL sources using an SQL statement that retrieves the data appropriate to the specific fields that need to be filled in the RefTracker form. It can also be done where the data is provided by a local web service that you design to match the requirements of the RefTracker Native web service schema. The Lookup token function is only used where the data source is a local web service. 
  4. Set up any required Code maps, to match data coming in from your data source to the specific values in a RefTracker code table, whenever mapping data coming into from your data source has to mapped to a code table. 
  5. Add the lookups definition/s to the appropriate Request form/s