How to Use Lookup Behavior for Automated Data Entry?

 

Introduction to Lookup Behavior

Lookup Behavior is a powerful feature in WizyVision that automates data entry by populating fields with relevant information. It seamlessly integrates with existing enterprise systems like CRM, ERP, or spreadsheets, allowing smooth data flow between different systems. By eliminating duplicate data entry and ensuring consistency, Lookup Behavior enhances data accuracy and efficiency, optimizing data capture workflows and maximizing the value of your existing systems.

 

 

Use Cases

Lookup Behavior offers a wide range of use cases across various industries and business processes. Here are some common scenarios where Lookup Behavior can significantly improve data capture and streamline workflows:

  1. Inventory Management: Simplify the process of recording inventory data by setting up Lookup Behavior to automatically populate product details based on unique identifiers like barcodes or serial numbers.

  2. Customer Information: When capturing customer details, Lookup Behavior can automatically fill in related information, such as customer names, addresses, and contact numbers, based on a unique identifier like a customer ID.

  3. Service Management: Streamline service requests and job assignments by setting up Lookup Behavior to auto-populate service agent details, task categories, or location information based on specific identifiers.

  4. Asset Tracking: When tracking assets, Lookup Behavior can automatically populate relevant asset details like asset type, location, or maintenance history, enhancing accuracy and efficiency.

  5. Visual Inspection: Simplify inspection processes by auto-filling inspection criteria based on predefined standards, ensuring consistency and completeness of inspection reports.

 

Prerequisite: Lookup Service

Before you can fully utilize the powerful Lookup Behavior feature in WizyVision, you'll need to set up a Lookup Service. The Lookup Service acts as a bridge between WizyVision and your existing systems, such as CRM, ERP, or spreadsheets. It allows WizyVision to fetch relevant data from these systems and automatically fill in fields based on the retrieved information, streamlining your data entry process.

 

To implement the Lookup Service, you'll need the assistance of your IT or development team. They will be responsible for building and configuring the service to ensure seamless integration with your organization's existing systems. For a detailed technical guide on setting up the Lookup Service, you can refer to our complete guide for building lookup service.

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Configuring Lookup Behavior

To set up Lookup Behavior for a specific field in your WizyVision application, follow these steps:

  1. Go to Admin → Applications: Access the Admin section and navigate to the Applications tab.

  2. Choose the Application you want to set it up, and go to Fields: Select the desired application from the list, then proceed to the Fields section.

  3. Edit the field you want to be the source of the Lookup: Identify the field that will serve as the source for the Lookup Behavior. This is the field where the information required by the Web Service will be needed.

  4. Go to the Lookup Tab and fill up the URL and Authorization header (optional):
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    In the Lookup settings, provide the public URL of the Lookup service. This URL will return the appropriate values needed for auto-filling the field. Optionally, if your Lookup Service requires authorization, you can enter the Authorization header value. This header will be passed to the Web Service for validation purposes.

  1. Click Save: Once you've filled in the necessary Lookup settings, click Save to apply the changes and activate the Lookup Behavior for the selected field.

 

 

Testing and Validation:

  1. Enter Test Data: Populate the field that triggers the Lookup Behavior with test data that matches the Lookup Service criteria.

  2. Observe Auto-Fill: Check if the field is auto-filled with data retrieved from the Lookup Service.

  3. Verify Accuracy: Ensure the auto-filled data is accurate and matches the expected values.

  4. Test Various Scenarios: Test with different data inputs to validate consistent results.

  5. Collaborate with IT: Work with your IT or development team to review the integration and address any issues.

  6. Regular Maintenance: Keep the Lookup Service up to date and perform regular maintenance for smooth operations.

By following these steps, you can ensure the effective implementation of Lookup Behavior and its integration with your Lookup Service, providing efficient data auto-filling in your applications. For technical details and troubleshooting, refer to the dedicated technical article for IT personnel.

 

 

Conclusion

The Lookup Behavior feature in WizyVision empowers users to automate data entry and streamline workflows by auto-filling fields with information from external sources. By configuring the Lookup Service and integrating it with the application's fields, users can enhance data accuracy and efficiency. For technical details on setting up the Lookup Service, IT personnel can refer to the dedicated technical article, while end-users can enjoy the benefits of seamless data capture and simplified processes.