2022.2

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Lookup Column: The name of the column in the Microsoft® Excel® worksheet that cor-
responds to the contents of the Lookup Field.
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Action: What to do with the resulting data from the Microsoft® Excel® worksheet. This can
be:
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Add Field: Creates a new field with the data. This may cause multiple fields to be
created.
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Replace field value: Replaces any existing field with the new content. Only the last
result will be displayed. If the field does not exist, it will create it.
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Append field value: Ads the data to the existing field within the same one. No "sep-
arator" is added. If the field does not exist, it will create it.
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Result Field: The Metadata field name in which the result should be stored. This field will
appear in the same Metadata level as the Lookup Field.
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Result Column: The name of the column where the information you want to retrieve is loc-
ated. For example, this could be a client email or full name.
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button: Ads a new lookup line. You can have as many lines as you want. The lines will
be executed in order from top to bottom, so you can rely on a previous line to bring addi-
tional information.
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button: Removes the currently selected (highlighted) line.
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button: Moves the currently selected line up one place.
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button: Moves the currently selected line down one place.
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Search option group
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Match case: Will force the lookup column names to be in exactly the same case as the
Lookup column name. This means if you type in "CustomerID" in the lookup column and
the actual column is named "customerid", it would not return any result.
Miscellaneous Tab
The Miscellaneous tab is common to all tasks.
Check the option Use as step description to display the text next to the icon of the plugin in the Pro-
cess area.
Output to Capture OnTheGo
The Output to Capture OnTheGo task sends document information to the Capture OnTheGo online
repository. These documents can then be retrieved by the Capture OnTheGo mobile application.
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