Data Table connector

A Data Table connector looks up a row in one of the project’s data tables and fills form fields with the values of that row.

You can add it in two stages:

• PRESET: the fields are filled when the transaction is created, from the data sent with it.
• LIVE: the fields are filled while the recipient fills in the form, for example after the recipient types an ID number.

Data Table connectors are available when data tables are included in your organization’s plan. The Operation is always Lookup.

Add a Data Table connector

1. On the Integrations tab, click Connectors, and then click Add Preset Connector or Add Live Connector.
2. In Source, select Data Table. In Reference, select the data table.
3. Under Lookup Conditions, add the conditions that find the row. See below.
4. Under What happens on query result, select what happens when no row, one row or more than one row is found. See What happens on query result. Select multiple records isn’t offered for data tables.
5. For a LIVE connector, select the trigger. See Triggers.
6. Under Field Mapping, select which fields to fill. See below.
7. Click Save, and then save the template.

Lookup Conditions

Click Add Query for each condition. A row is found when it matches all the conditions.

Setting	What to enter
Column	The data table column to compare.
Equal	The comparison. It’s always Equal.
Value Type	Where the value comes from: Form Field, Label or Fixed Value.
Value	For Form Field, select the field: a Text, Number, Email, Telephone, List Of Values, Checkbox, Radio or Table field. For Label, enter the name of a request parameter sent when the transaction is created. For Fixed Value, enter the value.

To remove a condition, click its trash icon.

Field Mapping

Click Add Mapping for each field to fill.

Setting	What to select
Form Field	The field to fill. Each field can be used in one row only.
From	The data table (read-only).
Source	The column whose value is copied to the field.

To remove a row, click its trash icon.

Example

To fill a client’s name and address from a “Clients” data table when the recipient types an ID number:

1. Click Add Live Connector, select Data Table and the “Clients” data table.
2. Click Add Query. Select the Column “ID”, the Value Type Form Field and the Value “ID number”.
3. Under What happens on query result, select Stop execution, add log error for Case no match and enter a message such as “Client not found”. Select Select record for Case match one record, and Select first record for Case more than one record.
4. Under Trigger request on, select Field Change, and select “ID number” as the Trigger Field.
5. Click Add Mapping twice. Map the field “Full name” to the column “Name”, and the field “Address” to the column “Address”.
6. Click Save, and then save the template.

The lookup can return data to anyone who can open the form. Look up by values that only the recipient knows, and not by a value that is easy to guess.