Fuzzy Data Configuration with List of Values

Overview

Each document type has its own List of Values (LoV) configurations, which must be set up separately. Unlike Fuzzy Data with Master Data, List of Values does not come with default lookup groups.

To configure List of Values, navigate to:

Settings → Global Settings → Document Types → Invoice → Fields → Master Data Settings → LOV Master Data

Creating a New List of Values Configuration

There are two ways to create a List of Values configuration:

1. Duplicate an Existing Lookup

• This copies all information and fields from an existing group.

• You only need to provide a new name.

2. Create a Lookup from Scratch

• Click "Create List of Values".

• Fill in the required details:

  • Configuration Name → Name of the List of Values.

  • Lookup Table → The table from which values will be retrieved.

  • Conflict Handler → Choose one:

    • Best Score

    • Return None

    • Return First

  • Context Type → Determines if the LoV applies to the Header or Line level.

  • Match All → (More details needed)

Managing Fields Within a List of Values Group

Each LoV group contains fields that can be added, removed or edited.

Adding a New Field

To add a new field within a group:

• Click "Create" inside the relevant group.

• Provide the following details:

  • Lookup Field → The column name from the lookup table.

  • Validation Field → The corresponding DocBits field.

  • Parent Field → (More details needed)

  • Search Operator → Choose one:

    • Smart

    • Contains

    • Exact

    • Starts with

    • Ends with

  • Checkboxes:

    • Auto Trigger → When enabled, if another field in a different lookup configuration shares the same column, this field will update automatically whenever the other field is updated.

    • Searchable → Enables the field as a List of Values field, allowing searches in the lookup table.

Final Step: Adding Fields to the Layout

After configuring List of Values fields, make sure to add them to the layout using the Layout Builder. If fields are not added to the layout, they will not be available for use.