Options

• Automatically Return the First Matching Record: This option is selected by default.

• Display the "Browse Lookup Results" dialog to select the correct record when multiple matches exist: Selecting this option causes a database grid view (multiple lines) to appear during indexing when the lookup occurs and more than one key match is found.

• Create a Document Record for each record returned from the lookup: Selecting this option automatically builds additional data records for all key field return value matches. For example: The user scans a check that pays 5 invoices, and the key field is the check number, and the return values include invoice number and more information. Then 5 data records are built for that document.

  Allow multiple records per Document in Document Records must be enabled on the capture profile for this option to become available.

• Create a Document Record for each selected record in the "Browse Lookup Results" dialog: Use this option to make multiple selections and create records using database lookups. Each record selected within indexing creates a document record.

  This process is manual and does not function for automated indexing.

Selecting Flag Records as they are chosen sets a field in the lookup table to a certain value when a particular record is selected from the record selection dialog box, which ensures that a particular record is not used multiple times and confirms that a record was indexed by the program. The set field is normally a boolean field (yes/no, true/false).

Enter the field name and field value or select them from the lists.

Select a setting for the Default record display:

• Display all records

• Display unused records only

• Do not run the lookup if the mapped Index fields are already populated: Selecting this option does not overwrite the return fields with data if data was already in them. Additional options for these setting are:

  • Skip when all return fields are populated

  • Skip when one or more fields are populated

• Do not run the lookup if another lookup with the same key and return fields has already been run successfully: Selecting this option means if two different lookup fields have the same key and return fields, then the second field does not run if the first was successful.

• Run LIKE query if a wildcard character (% or *) was entered: If selected, the user can enter a wildcard in the field to bring back all records that match and not force a unique match of the key fields.

• Limit entry to items defined in list: When defining a List type lookup, the user has the option to prevent other users from manually keying any values that have not been defined in the list into one of the return fields defined for the lookup. Selecting this option ensures that all data for this field is data that was retrieved using the database lookup.

• Implied wildcards: Selecting this option logically places wildcards on both sides of whatever values are entered. This function can be especially helpful if only part of the information is available prior to running the lookup. All results containing the entered text are displayed.

• Enable Logging: Enabling this option generates a log entry when a lookup is performed. This log is viewable under Lookup Logs in Batch Information.

• Set an Alert on the Index field and Parent (Batch, Folder, or Document) when a lookup fails: This setting shows an exclamation and causes a failure if the capture profile is configured for validation failure.

• Enable Query Timeout: By selecting this option, users have the ability to either time out the query if it takes too long or limit the time the query can take.

• Lookup Scripting: For additional information on how the module functions, search for lookup scripting in the Kofax Knowledge Base or contact Kofax support.

  Scripting within PSIcapture requires a knowledge of the C# programming language. Training and user guides may be available, please contact your reseller for more information.