This article will show you how to create a Dynamic Lookup to query external content. There are two types of dynamic lookups, Data Lookup and Element Lookup. Data Lookups are used to dynamically populate existing form elements with data. Element Lookups are used to dynamically generate form elements.
You can also create and store a table of contents in Process Automation and Digital Services that can be looked up against in a form. Learn more on the Lookups article.
Create a Dynamic Lookup
Navigate to Developer Tools and select Dynamic Lookups
Click the + button in the bottom right of the screen
Choose either the Element Lookup or Data Lookup type
Select a Lookup Source
Custom URL: Provide the URL for the specific API endpoint that you want the form data to be pushed to
Hosted API: Use our API Hosting service to create your own custom hosted APIs for your Lookups to point to
Built In: Use Built-in data as the source of your lookup
Add a Lookup Label
If applicable, toggle on Exclude Form Definition from Lookup to reduce the size of the lookup payload and ensure that only the form submission data is passed through to your lookup endpoint
Choose the appropriate Environment
Enter the URL or API for the Lookup
Note:
This field will differ depending on the Lookup Source you chose
Toggle on Run Lookup on Clear if you wish to run the lookup when the user clears the input or deselect the option(s)
Select Save
You can now Enable a Lookup on a Form
Delete a Dynamic Lookup
Important Note
Lookups that are in use cannot be deleted
Navigate to Developer Tools and then Dynamic Lookups
Click Delete next to the Lookup you wish to remove
Click Delete on the pop-up that says "Are you sure you want to delete [Name of Lookup]?"
