A lookup list is a fully customizable multi-column data set that you can query from inside of a form from the list field. Lookup lists can have as many values and columns as you need. This custom column data can also be mapped to other fields in the form based on the selections you make.
Note that your created list can only be in .csv or .xlsx formats.
Here is a sample excel file of a vehicle tire inventory list that will be used as a lookup list:
Here we have the tires sorted in multiple columns: brand, type, price, and item number.
To upload a lookup list:
Go to the FastField Portal and click on the List section.
In this section, sort and manage your lists in this window. Create a new lookup list by uploading your file or editing one of the templates provided.
Next, click the green button in the top right corner that says “New List” and click lookup list in the dropdown.
Then, give the list a unique name that you can easily sort by later and upload the excel file.
If the upload were successful, you would be shown a message confirming all of the rows and columns have been processed.
Common Errors
If you have missing column information, you will be given this error :
If you have duplicate column information (ex A.), you will be given this error :
A.
List Anatomy
1) What is the Name in a list?
The name is what is shown/displayed in the apps. This does not have to be the same as the value, although it is set this way by default.
2) What is the Value?
The "value" is what is shown on the reports. They would not be the same in many instances, most often used with calculations to automatically calculate different fields in your form.
3) What is the Filter Key?
The "filter key" is used to filter your list based on another list
4) What is the Score?
This is also used in calculations. You can assign a numerical score to a list selection. For example, if you have a product price list, you can assign numeric values to your products, pull those into a calculation field to use for calculations, etc.
Lookup Lists allow you to attach a spreadsheet to your form, so you can:
A) Use one of the columns in the spreadsheet at your dropdown list.
B) Populate data into your form with data from other columns in your spreadsheet.
1) First, add a Lookup List to your form and upload your spreadsheet into the lookup list… This is a sample lookup list structure.
2) Add Static Text fields to your form as placeholders for additional data to be populated from other columns in your Spreadsheet (be sure to add a Static Text field for each column of data in your spreadsheet you want to populate into your form)