{"id":1271,"date":"2015-09-21T14:17:33","date_gmt":"2015-09-21T19:17:33","guid":{"rendered":"https:\/\/danvanfleet.com\/?p=1271"},"modified":"2015-09-21T14:21:35","modified_gmt":"2015-09-21T19:21:35","slug":"proform-filtering-lookup-tables-when-updating","status":"publish","type":"post","link":"https:\/\/danvanfleet.com\/index.php\/proform-filtering-lookup-tables-when-updating\/","title":{"rendered":"ProForm filtering Lookup tables when updating"},"content":{"rendered":"

\"clip_image001\"<\/a>There 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.<\/p>\n

When the Lookup table window displays, begin typing the Lookup Code, the list will rapidly follow along selecting rows as letters are typed.<\/p>\n

 <\/p>\n

\"clip_image002\"<\/a><\/p>\n

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. <\/p>\n

 <\/p>\n

Let’s add a NMLS number.<\/p>\n

\"clip_image003\"<\/a><\/a><\/p>\n

In the Agent Name NMLS#<\/strong> Field a number is entered. <\/p>\n

Then the lookup table was brought up by clicking in the Code field and pressing F9<\/p>\n

 <\/p>\n

If your lookup table looks like this one without a Code for every record, you are missing out on a valuable feature.<\/p>\n

 <\/p>\n

 <\/p>\n

\"clip_image004\"<\/a><\/p>\n

After pressing F9 the first column match text can be typed. <\/p>\n

 <\/p>\n

For this example as I began typing the code I had a match in 3 characters.<\/p>\n

 <\/p>\n

Clicking Replace Entry will update the record.<\/p>\n

 <\/p>\n

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.<\/p>\n

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.<\/p>\n","protected":false},"excerpt":{"rendered":"

There 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 […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"jetpack_post_was_ever_published":false},"categories":[3,23,5],"tags":[28,21,12,17],"class_list":["post-1271","post","type-post","status-publish","format-standard","hentry","category-general","category-softpro-2","category-using-computers","tag-lookup","tag-proform","tag-shortcut","tag-tips","entry"],"aioseo_notices":[],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/p4wyVb-kv","jetpack_likes_enabled":true,"_links":{"self":[{"href":"https:\/\/danvanfleet.com\/index.php\/wp-json\/wp\/v2\/posts\/1271","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/danvanfleet.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/danvanfleet.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/danvanfleet.com\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/danvanfleet.com\/index.php\/wp-json\/wp\/v2\/comments?post=1271"}],"version-history":[{"count":2,"href":"https:\/\/danvanfleet.com\/index.php\/wp-json\/wp\/v2\/posts\/1271\/revisions"}],"predecessor-version":[{"id":1273,"href":"https:\/\/danvanfleet.com\/index.php\/wp-json\/wp\/v2\/posts\/1271\/revisions\/1273"}],"wp:attachment":[{"href":"https:\/\/danvanfleet.com\/index.php\/wp-json\/wp\/v2\/media?parent=1271"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/danvanfleet.com\/index.php\/wp-json\/wp\/v2\/categories?post=1271"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/danvanfleet.com\/index.php\/wp-json\/wp\/v2\/tags?post=1271"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}