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Add a Lookup to a Form

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Once you have created a Lookup, you can then add it to a form.

Instructions

  1. Open an existing form or create a new form The Forms tab in the left navigation menu with a form selected on the page.

  2. Navigate to the Builder tab

  3. Add an element to use with the lookup. In this example, we are using the Select element and all of the Custom values will need to match the row values in our lookup table. Options for selecting various park trails in a form interface.

    Note:

    Only Text, Multi-line Text, Email, Phone Number, Barcode Scanner, Radio Button, Select, and Autocomplete elements can be used with Lookups.

  4. Toggle on the Enable Data Lookup option and select the lookup from the dropdown Settings panel showing options for enabling data lookup and selecting trails.

  5. If needed, customize the Lookup button icon or text Settings panel showing options for data and element lookup customization.

  6. You will now need to create elements that match the element column names in your Lookup table (in our example, that is "Location" and "Distance"). These will populate with data after the user selects an option in the "Trails" element.Trail cleanup volunteer form highlighting location and distance fields for user input.

  7. Scroll up and click Save

  8. Click Preview to test your lookup Preview of a volunteer form with fields for date, trail selection, location, and distance.