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.

To help determine the type of selection input you should use, see Best Practices for Selection Inputs and Differences in Selection Inputs.

1. From the Input menu in the Form Designer, click Lookup.
2. The Lookup input is added to the form.
   
3. Click it to view the Lookup input slider.
   
4. In the Label field, enter a label name 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.
5. Select the column span size for the lookup field.
6. Expand Input Options. See Using Input Options for more information.
7. Toggle 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. 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.
9. Expand Style to specify the style settings for the text field. See Applying Styles to an Input for more information. 
10. Expand Validations to create a validation for the text field. See Creating Field Level Validations for more information.
11. Expand Field Condition to create a condition for the text field.
12. Expand Events to create an action for the lookup. See Using a Field Event for more information.
13. Save your entries.