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Lookup

How to retrieve all the data entered through a field in other forms.

Updated this week

What is Lookup Field?

Lookup retrieves all the data entered through a field in other forms from the drop-down list of Single Select or Multi Select.

Supported Field Types

1. Fields available to set Lookup.

The fields that support setting Lookup include Single Select and Multi Select.

2. Fields available to be retrieved.

Fields that support to be retrieved by Lookup include Single Line, Number, Date&Time, Radio, Checkbox, Single Select, Multi Select, and Serial No. Other fields are not currently supported to be retrieved.


What Does It Look Like?

For example, enter students' information in Student Score:

In the Advanced Student form, you can directly obtain all students' names from the drop-down list of Single Select for advanced student selection:


How to Set the Lookup?

Step 1 Entering the Setting Page

After selecting fields from the drop-down list of Single Select or Multi Select, select Lookup in Field Properties > Option:

Step 2 Setting Options

Once Lookup is selected, you can select fields from other forms to lookup from the drop-down list:

Note:

1. The other form that is selected in Lookup can be the form in this app, or a form from cross–app, or an output table created by a data stream.

2. Once the field has been configured with Lookup, it no longer supports setting initial values.

Step 3 Sorting Options

Lookup supports sorting options, and the sorting rule has two parts:

  • Sorting fields: you can select the following sorting fields.

    • The value of the current option.

    • Form fields: Single Line, Number, Date&Time, Radio, Single Select, and Serial No.

    • System fields: Created Time, Updated Time, and URL Parameter.

  • Sorting order: You can sort options in ascending or descending order.

The default rule is to sort options in ascending order based on the value of the current option.

Step 4 Filtering Options

You can also filter the data to limit the available options.

Go to Option Filter, click Add Condition, and you need to make the following settings:

  • Relationship between multiple conditions: When there are multiple conditions, you can set it to filter data when meeting all of or any of the conditions.

    • all of: The relationship between multiple filtering conditions is AND, so only options that meet all conditions will be displayed.

    • any of: The relationship between multiple filtering conditions is OR, so options that meet any condition will be displayed.

  • Field of the related form: Select a field from the related form to add a filtering condition. You can also choose system fields like Created User, Created Time, and Updated Time.

  • Data relationship: You need to set the data relationship between the fields of the related form and the required value. The relationship can be set to equals, does not equal, contains, does not contain, is empty, is not empty, equals any, does not equal any, and so on.

  • Field value: You can either choose a form field or set a custom value.

After the settings, click OK.


When to Use the Lookup Field?

  • In the case of advanced student selection, enter the information such as students' names and scores in the Student Score form, and the Advanced Student form can look up data from the other form through Single Select to directly obtain all students' names for advanced student selection.

  • In the case of vehicle management, information such as license number and brand model is entered in the New Vehicle form. The Vehicle Inspection Record form can obtain all vehicle information directly through Single Select for inspection.


I have finished reading. 🏆

👉I can't wait to USE THE LOOKUP FIELD.

👉I need more HELP in Discord Forum.

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