Home on the web ~ Dan Van Fleet

Information on SoftPro ProForm with some general computer tips and techniques, with a bit of me.

Home on the web ~ Dan Van Fleet - Information on SoftPro ProForm with some general computer tips and techniques, with a bit of me.

ProForm filtering Lookup tables when updating

clip_image001There are a number of methods to update lookup tables in SoftPro ProForm Classic 15 and 20. Using the normal ProForm interface is the most common. We can't use the asterisk (*) filtering where * is used as a match all filter since the update would put that in the Code field. There is another solution which can also be used to pull a lookup record.

When the Lookup table window displays, begin typing the Lookup Code, the list will rapidly follow along selecting rows as letters are typed.

 

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For example on this Real Estate Agents/Brokers Screen where the lookup entry was pulled by simply typing the correct Agent/Broker Look-up Code and tabbing out of the field.

 

Let's add a NMLS number.

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In the Agent Name NMLS# Field a number is entered.

Then the lookup table was brought up by clicking in the Code field and pressing F9

 

If your lookup table looks like this one without a Code for every record, you are missing out on a valuable feature.

 

 

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After pressing F9 the first column match text can be typed.

 

For this example as I began typing the code I had a match in 3 characters.

 

Clicking Replace Entry will update the record.

 

How codes are designed change how this feature feels to a user.  I tend to like Name Address combinations, some people use an incremental number.  I find that method to provide a difficult user interface.

ProTip: if only one entry is typically used in a lookup table, that entry should always be the top most entry in the table.  That allows users to press F9 <Enter> as fast as they possibly can, ProForm will select the first entry in the list as fast as it possibly can.

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