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      Adding a Lookup Input to a Form

      How to add a Lookup input to a form

      The Lookup input provides a field for the tech to select an answer from a pre-defined list of options. This option works similarly to a Select input, but the selections appear in a window with an entry field for the tech to search the list for the appropriate entry. This is useful when the list of selections is longer than you’d want to have in a selection list.

      The following outlines the best practices for using selection inputs. For more details, see Differences in Selection Inputs.

      Input Type:

      Example:

      Checkbox

      • Use when less than 7 options.
      • All options display in app.
      • Multi-selection.
      • All options appear with selection marked on reports.

      Lookup

      • Use when more than 15 options.
      • Search available in the app.
      • Single or multi-selection.
      • Only selected options are shown on reports.

      Radio

      • Use when less than 7 options.
      • All options visible in app.
      • Select one option only.
      • Marking one option unselects another option.
      • Only selected option is shown on reports.

      Segmented Button

      • Use when 2-5 options.
      • Single or multi-selection.
      • All options appear on reports, with color if applicable.

      Select

      • Use when 7-15+ options.
      • Not all options visible.
      • Uses very little space in the app.
      • Single or multi-selection.
      • Options containing long text may be cut off.
      • Only selected options are shown on reports.
      1. From the Input menu in the Form Designer, click Lookup.
      2. Click  (Edit) to open the Edit Lookup window.
      3. If you want to use a data set for this lookup, toggle on Use Data Set, then select the data set and data set field to use. In the Connect Data Set and Form Data section, click + to set the connection between the form and the data set and filter the data set to be more specific to the form.
      4. On the Settings tab, mark Required to make the lookup required. Mark Hidden if you don't want the lookup to appear in the app. 
        Mark Used for Personal Data if the select field is used for personal data which can be used to delete specific data from a form. By checking this option, when using the Data Deletion page, non-personal data is kept for analysis, while deleting the personal data. After marking this option, an icon appears next to the text alignment icon in the Admin site indicating this field is used for personal data
        Mark Read-Only to make the lookup as read-only.
      5. Enter a label for the lookup. When the Use Data Set toggle is on, this 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.
      6. In the Tooltip field, enter the tip/hint you may want to include for the lookup.

      7. Mark Enable for Calculated Fields to use the lookup in a calculated field. When this option is marked, numbers must be used as the options and the Enable Multiple Selection option is disabled.

      8. Mark Enable Barcode Reader to open a barcode reader to fill in the field during form entry.

      9.  Mark Enable Multiple Selection to select more than one option in the lookup. When this option is marked, the Enable for Calculated Fields option is disabled.
      10. Enter each lookup option on a separate line in the Options box. Options can be pasted in from a spreadsheet or other type of document. If the Enable for Calculated Fields option is marked, the options need to be numbers.
      11. Toggle the Displayed Value is Different than Saved Value on if you want the lookup options to display differently than what's saved.
      12. Mark options as a default for the long text input. 
        Toggle on Use Default Value, then select the options from the list you want to default when using the app. Defaults can be changed during form entry.

        Mark Enter Default Value to enter a default value.

        Mark Default Value from Another Field to default a value from another field. Then from the Select Form Field list, select the field you want to use to default from.

      13. Click the Styles tab to specify the style settings for the lookup. See Using the Styles Tab for more information. 
      14. Click the Validations tab to create a validation for the lookup. See Creating Field Level Validations for more information.
      15. Click the Field Condition tab to create a condition for the lookup.
      16. Click Events to create an action for the lookup.
      17. Click OK to save your entries. Click Cancel to close the Edit Lookup window without saving changes.
      18. Click (Preview) to view how the Lookup input will look in the app. When (Lookup) is clicked a window opens where you can select an option.