Lookups

Lookups allow you to store a table of content that can be looked up against in a form. 

Lookups can also be used to query content external to the platform, for more information on that, check out the Dynamic Lookups article. 

Creating a Lookup 

Step 1

Navigate to the Lookup menu in the Advanced Tools section, and click the plus button in the bottom right of the screen.

Step 2

Give your lookup a name and click Save. Now click Edit to start creating your Lookup.

Step 3

Now you are going to want to start creating your lookup table, lookups consist of Rows and Columns. The rows are the values that the user will be looking up in the form, and the columns will represent the element that will be pre-filled with content. In the example below, I have created a Lookup table for different dog breeds. The row of Values is the breed of the dog, the height, and weight represent the elements on my form that I want to populate when a specific dog breed is selected. In the example below, when chihuahua is selected, the height will pre-fill to 15-22 cm and the weight will pre-fill with 1.4-2.7 kg.

Step 4

Now let's configure the form. First, we will create our lookup element in the example below, which is the “Dogs” element. Since we are using a select element type, all List values (e.g. chihuahua, pekingese) will need to match the values in our lookup table. Next, we need to create our content elements, we need to ensure that the element names match our column names in the lookup table, in this example that is “height” and “weight”. 

Make sure that the names of the Values in the Lookup List are the same as the Names in the Elements in the Form.

Step 5

Now we are ready and can turn on the lookup, select your lookup element, in this case “Dogs” and scroll down to the Advanced section of the element details. Turn on “Enable Data Lookup” and select our Lookup.

Step 6

Now we can run our lookup by either opening the preview or opening the form URL. Select an option in the lookup element and see the lookup run.

Import

Import from elements

This action gives you the ability to automatically generate columns in your lookup table by selecting an existing form in your environment and allowing you to select the elements you would like to import. This will greatly help streamline the creation of your lookup table and remove potential naming issues.

Import rows from list

This action gives you the ability to automatically generate rows in your lookup table by selecting an existing list in your environment. Once you select the list, you can then choose which list items you want to add to your lookup. 

Upload from CSV

Instead of creating the lookup table by importing rows and columns and then entering all the content in, you can instead upload an existing CSV to automatically create your lookup. Click the Upload from CSV action and then select the CSV you want to upload. Note these CSVs will need to be in the correct format in order to be uploaded, see the Dogs example attached to this article for an example. 

Download CSV

You can also download the lookup as a CSV, by clicking the Download CSV button. This then allows you to customise the CSV within your favourite spreadsheet editor and then upload the changes to the platform. 

Populate Number Elements

When populating elements with content via a Lookup you are able to choose between two types of content text and numeric elements. Selecting Text will allow you to populate Text, Multi-line Text, Email, Phone Number, Barcode Scanner, Radio Button, Select, and Autocomplete elements. Selecting Numeric will allow you to populate Number elements. This configuration can be found on the right of your Column name. 

Populating Number elements opens up the ability for doing calculations, payments and more advanced conditional logic.

Important: Please note when switching from Text to Number elements please be aware that if you have cells in the column that are not numbers will be removed.  

Lookup Known Limitations

Supported Element Types

Lookups currently only support text based values, and text and number based content supports. Meaning elements that are able to be looked up include: Text, Multi-line Text, Email, Phone Number, Barcode Scanner, Radio Button, Select, and Autocomplete. The same elements can be used for the content meaning the elements that can be populated only with the inclusion of the number element.

Get Help

If you have any questions or would like assistance with setting up your Lookups, please contact us via this support portal or email [email protected]. We are happy to assist in any way we can.