Enable a Dynamic Lookup on a Form

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This article will show you how to enable a dynamic lookup on a form. Enabling a Data or Element Lookup will place a button adjacent to the element on the form and call the configured API (application program interface) when clicked to return form data.  

Instructions

  1. Navigate to Forms and select the form you wish to add the lookup toSelect form.

  2. Go to the Builder tab Builder tab.

  3. Select an elementSelect element.

  4. Under the Advanced section of the element, toggle on Enable Data Lookup or Enable Element LookupEnable lookup.

  5. Select one of your configured Lookups from the list Select a lookup.

  6. If needed, customize the Lookup ButtonLookup button customization.

  7. Click SaveSave builder.

  8. Click Preview to view the updated form Preview.

  9. The element will now include a lookup button View lookup.

    Note: This will be disabled until the input contains a value.