Overview
Lookup mapping is a way to auto-populate form fields based on user input. It involves adding a Lookup List to your form, which will then map (auto-populate) data to other fields based on the item that is selected from the list.
For example, you could add a Lookup List with customer names for users to choose from. When a customer is selected from the drop-down list, other form fields could automatically populate with that customer's phone number, address, and other details.
Here are some common use cases for lookup mapping:
- Parts list: Selecting a part number auto-fills fields like Description, Repair Method, and Options.
- Condition-based actions: Selecting a condition auto-fills required remediation actions.
- Location-specific details: Selecting a location auto-fills fields like Address and City.
- Contact information: Selecting a name auto-fills an associated phone number.
- Vehicle list: Selecting a license number auto-fills fields like VIN, Make, and Model Details.
How to Set Up Lookup Mapping
- Add the Lookup List field to your form. Connect it with your uploaded multi-column spreadsheet. This will serve as the data source for your form.
- Add the destination fields. These are the fields that will auto-populate with data from the Lookup List. They'll be used as placeholders for additional data that will be populated from other columns in your spreadsheet. Allowable field types are: Text, Long Text, Static Text, Numeric, List, Global List, and Lookup List. (Note: Static Text fields are un-editable in the form, while other text fields can be edited by the user if needed after auto-population.)
- Go to Advanced Options > Lookup Mappings.
- Select the + icon to create and configure a new mapping:
- Lookup Data: Choose your Lookup List (uploaded .csv or .xlsx file) that will be used for this mapping.
- Search: Choose the field that will act as the drop-down list on the form for users to choose from. This list will come from a column of data from your Lookup List file/table. Allowable lookup field types are Option List, Lookup List, Global, List and Barcode
- Field Name refers to the field on your FastField form.
- Column Name refers to the column of data in your Lookup List file/table that you've uploaded.
- Display: Map data from your Lookup List file/table to the destination fields for auto-population. Associate specific columns from the table with the destination fields in the form.