Lookup Grid

The Lookup Grid enables querying and displaying row-level data from external systems within a grid interface. It is commonly used in accounts payable workflows to match line items from purchase orders for invoice submission.

The checkboxes determine which rows will be passed to page actions. For example, checking the first row and then clicking Save will commit the first row to the RIA items metadata but exclude the remaining rows.

Import Source Configuration

The import source determines how to query the external system for row data.

Data is retrieved in read-only mode, so any changes made are not automatically written back to the external system. To apply updates, a page action is required.

Connector

Select a connector and its respective action to use as the import source.

Query

Use a query provider such as ODBC and SQL as the import source.

Provider

Select the provider to use for the data query.

Available options are:

• Authority Server

• ODBC

• SQL

Data Source

Select the data source to use as the connection to the external system.

Not applicable to Authority Server provider.

Data Query

Select the data query for retrieving rows from the external system.

This query can include field placeholders and doing so will automatically trigger a refresh when the respective fields are modified.

Columns Mappings

The column mappings determine how to map data row columns to the Lookup Grid’s fields. For example, the below screenshot shows the SQL gross_total column is mapped to the amount field.

Upload Mappings

Lookup Grids can be used via fields and metadata placeholder in upload. The placeholder is typically mapped into a field set (e.g. {{metadata[“line_items”]}}) and then row fields are mapped using property function (e.g. {{property(“amount”)}}).