LookupTable component

While using the TableView component, select and update records from the dataset for use in automations. The TableView component provides quick access to the most frequently used data in the solution, as well as making data sets updatable, for use within automations.

The TableView component does not store data but instead presents a view of its connected corresponding DataTable. Changes to the TableView affect the data table, and changes to the data affect all TableView components associated with it.

The TableView component contains methods that you can use to add new rows, send currently displayed data to a new table, and enumerate items. The following image shows the Table provider property being set to the Lookup Table in your project as the data set:

Manipulating data in a DataGrid

Along with the TableView component, you can continue manipulating data by placing a DataGrid on a Windows Form and directly interacting with it. Because the DataGrid functions like an Excel sheet, you can perform actions such as selecting either single or multiple cells and editing them. You can also set up your automations to respond to data using an event.

The following image shows setting up the DataGrid by setting the Data Source property to the Lookup Table in your project.

 

You can find the Lookup Table in the Data Handling > Tables section of the Toolbox. To use it in your project, drag the component to the automation surface to be automatically added to the Global project. You can also add a Lookup Table directly to the Global tab by dragging it from the Toolbox menu.   

The Lookup Table is a global component, which means once its structure is defined, the Lookup Table can be used and updated by any automation in the project. Before using a Lookup Table's properties, methods, or events, you must define the fields and key. For different table structures, use more than one Lookup Table component. 

To define a Lookup Table structure, go to the global section of the Toolbox and click the ellipsis (...) icon on the Fields property.

 Use the LookupField Collection Editor to define table fields and their properties.

For example, a banking company implemented an automated system that sends monthly reports to its customers: statements, fee reports, and monthly lending reports. The reporting project updates the customer data from the banking application every month by storing the address and contact details in a Lookup Table to process all reports to keep the records current.

The Lookup Table storing the customer's data is defined in the following example. 

To use a Lookup Table in an automation, drag the Lookup Table from the automation's Palette and pick a property, method, or event. Use an AddRecord method to add a row of data to the table. In addition, a single column can be updated in the row using the UpdateField method. 
 

In the following image, click the + icons to see details about adding data to a Lookup Table.

Pega Robot Studio™ allows you to import and export table data to a Lookup Table.

Use an ImportDelimitedFile method to import data from a text file to a Lookup Table. Specify a file path, delimiter, and mappingMethod parameters to correctly import the data. 

In the following example, using commas as a delimiter, a Lookup Table is filled with data from the text file.

You can also export data from a Lookup Table to Excel. Use a GetTable method to retrieve the entire Lookup Table as a DataTable, like in an example below. 

For more information about an Excel Connector, see Excel Connector.