Using lookup button for populating document fields

User can associate a lookup button with rules and actions to populate the data by using a web service interface or a SOAP service.

To add and configure the lookup button by using the Document Panel, complete the following steps:
  1. Open the Datacap Administration View.
  2. Click Panels.
  3. Click New Panel button. From the list, select Document Panel.
  4. Select an appropriate Page Type from the list.
  5. In the Name field, enter a name for the new panel.
  6. In the Settings section, click Lookup Link Style option, and from the list, select Button option.
For configuring the lookup button definition, see the following topics: