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      Adding a Data Set to a Lookup, Select, Radio, or Segmented Button Input

      How to add a data set to a lookup, select, radio, or segmented button input

      In addition to tables, you can populate a Lookup, Select, Radio or Segmented Button input with relevant data from another source that is applicable to your form. A data connection needs to be set up to retrieve the information from the primary source. Then you can create data sets of information that are pulled from that source to be used on a form. This example describes how to add a data set of parts information to a Lookup input but applies to Select, Radio and Segmented Button inputs as well. 

      1. Add a Lookup (or a Select, Radio or Segmented Button input) to your form.
      2. Click (Edit) to open the Edit Lookup window.
      3. Toggle the Use Data Set option on. The label field defaults to the data set field's label, but you can change it. It is helpful to have a unique label when a data set is used on two different fields.
      4. We recommend entering a unique label if the data set is used on several fields.
      5. From the Data Set list, select the data set you want to apply to the Lookup input (in this example, a data set with parts information has been created).
      6. From the Select Data Set Field, select the field (Part Lookup in this example) from the data set to include in the lookup. The label used for the data set field is used on the form.
      7. Click OK to save your entries and close the Edit Lookup window. If you don't want to save your changes, click Cancel.
      8. If you want to populate other fields on your form with data from the data set, you can filter the data from a field. For example, let's say you also want part numbers to populate on your form. Add another lookup field to your form.
      9. Click (Edit) to open the Edit Lookup window.
      10. Toggle the Use Data Set option on.
      11. From the Data Set list, select the data set you want to use (in this example, Parts).
      12. From the Select Data Set Field, select the other field from the data set to include (in this example, PartNumber). The label used for the data set field is used on the form.
      13. Click the + under the Connect Data Set and Form Data. From the Form Field that Filters the Data field, select the field on your form that filters the data (which in this example is the Part_Lookup field). Then from the Key/Primary Data Set Field list, select the data set field you from which you want to "pull the information" from the data set (in this example, Part Lookup).
      14. Click OK to save your entries. Click Cancel to close the Edit Lookup window without saving changes.
      15. In the app, when you select a part from the Part Lookup field, the part number for the part is also displayed on the form: