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. Sign in to your site

  2. Navigate to Forms and select the form you wish to add the lookup toThe Forms tab in the left navigation menu with a form selected on the page.

  3. Go to the Builder tab

  4. Select an elementSelect element.

  5. Under the Advanced section of the element, toggle on Enable Data Lookup or Enable Element LookupSettings for License Number with options for data and element lookup enabled.

  6. Select one of your configured Lookups from the list Options for broken link and form data lookup.

  7. If needed, customize the Lookup ButtonSettings panel showing options for data and element lookup customization.

  8. Click Save

  9. Click Preview to view the updated form

  10. The element will now include a lookup button Pet license renewal form highlighting the license number input field.

    Note:

    This will be disabled until the input contains a value.