Auto-populate means to populate a field value automatically based on the entry
or input in another field. To do this, cflow product utilities the concept of ‘lookup tables’.
To understand this better, the below screen shot shows the usage of auto-populating a field based
on lookup tables in the GUI.In this example, when the name of the ‘Developer’ is chosen
from the drop down, the Developer Email is automatically populated in the ‘Developer Email’ field.
To reference a lookup table, login to the cflow application with admin access.
Click on the ‘Control Center’ icon from the left menu bar.
Select the workflow from the first column.
Click on the icon ‘Lookups’ from the icon list displayed below the workflow.
The ‘LookUp’ screen opens up.
In the ‘LookUp’ screen we refer to a lookup table/workflow.
The workflow that you look up should have the records with relevant field names that are required
to be mapped to the current workflow.In this screen, in the ‘Lookup from’ drop down box,
select the name of the workflow which you need to lookup to map the fields.
In the example shown in the below screenshot, we are looking up the ‘Employee List’ workflow.
This is referred to as the ‘Employee Master’ look up table.
The Employee List workflow should have the fields like: Employee No, Employee Name, Email,
Login ID and few other basic fields.
Now in the ‘Look Up’ screen of your selected workflow, as shown in the screen shot, you will do the ‘Main Key Mapping’.
In this case, the main keys mapped are ‘Assigned to Developer’ field and ‘Login ID’.
‘Login ID’ refers to the id of the user logged in.
And for the field ‘Developer Email’ field in the selected workflow, the value from the field ‘Email’
in the ‘Employee List’ table is mapped.
Thus, when the name of the Developer is selected from the drop down in the form in our workflow,
the Developer Email is auto-populated based on the lookup table mapping.