How do I create lookup list fields?

Owned by Stratawise Support
Last updated: Jul 27, 2018

Lookup entry fields are a form of Dropdown menus and allow users to chose one of the Lookups they've created to form a Dropdown menu in the list. This entry will not cover the creation of a Lookup, but instead how to modify one in the entry field of a Form to suit a user's needs. 

Use a Lookup Field if: 

  • There are many Dropdown entries. 
  • This list is used across two or more modules. 
  • The list changes often. 

Procedure

  1. See the How do I make and customize a new form? post or open one of the forms that are there automatically when a module is created. 
  2. Select Lookup from the dropdown on the palette and select the green + next to the entry field you wish to add, or drag the field from the palette into the form editor. 
  3. Click on the Wrench icon beside the chosen Lookup entry field. 
  4. Click on the Lock icon beside the chosen field which should turn into a Flag icon. 
  5. Lookup shows which Lookup this entry field is for. If no Lookup is selected click on the empty space beside Lookup and select your Lookup of choice from the Dropdown menu. 
  6. Fill in the space next to Display Name with the text you wish to appear for users. 
  7. To make it so that the entry field cannly be read check the box next to Read Only. 
  8. To make it so that this field entry can appear in the grid check  Show in Grid. 
  9. To make this entry field not appear within the form check  Hide In Form. 
  10. Add a Short Label to change the text that will appear in the gird. 
  11. Text typed into Tool Tip will appear if the user hovers over the field. 
  12. The Condition tab will not work in the preview. Text must be a Java Script request. 
  13. Click the Validation tab and check Required if you want to make it so users need to complete this field to submit the form. 
  14. Entering java script into the Custom JavaScript tab is a higher level feature. Contact support for more information.

Helpful Tips

  • Custom Lookups can be modified by the user. Others Lookups come with a set lookup attached to them that cannot be changed by the user. For example, the comment Lookup will almost always be present, but the Lookup attached to it cannot be changed by the Tenant. 
  • Typing a condition that cannot be true to the Condition field (i.e. random text) will result in the field not appearing in the form.