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Create a Submission Contact from a Site Lookup Form Control
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For the submission control’s selected lookup value to be created as a contact on the submission after it is submitted, set the control Tag to match an Affiliation Type Code or set the control label to a valid Affiliation Type Description. Affiliation Types are managed in the Lookups screen.
In the well driller example, an Affiliation Type with code DRILL and description “Well Driller” could be created. The site lookup control’s Tag would therefore be set toDRILL or the control’s label can be set to “Well Driller” to create the submission contact.
Create a Site Relationship from a Site Lookup Form Control
For the selected lookup to create a relationship between the submission site and the lookup’s Site, set the Tag of the short text control with a valid Site Relationship Type code, (e.g. DEMOSITE DRILLER_ID) followed by a > or < sign.
Site Relationship Types must be added directly to database table REF_SITE_RLNSHP_TYPE .
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Setting Up a Site Lookup Form Control to Create a Submission Contact and a Site Relationship
It is possible to combine the techniques above to create a submission contact in addition to creating a site relationship. This can be achieved by setting the control tag to include both the Affiliation Type Code and the Site Relationship Type Code separated by a + sign.
Continuing with the example above, the site lookup control’s tag could be set to DRILL+DRILLER_ID> to create both a submission contact and a site relationship.
The integration as illustrated in the diagram at the top of this article is now complete.