Lookup

This is a field for looking up data in other apps to get.
You can combine data in several apps by looking up. Lookup field By defining relationships between apps, you can avoid redundant inputs or input errors, and can improve the data entering process.
For details, see "What Is Lookup?" page.

Use Related Records to look up data in other apps and display data matching the conditions.
Use Action to copy data to other apps to add new records.

Usage Examples

It is efficient to get data from a separate app storing commonly used data rather than enter the same data repeatedly.
For example, you can use a Lookup field in the project management app, so that you can retrieve the customer information such as the company name from the customer management app.

  • Clicking Lookup let users to select records from other apps. Project management app example
  • If you enter texts before clicking Lookup, data matching the text appears. Filter
  • If the text matches only one record, the record is entered into the field. Entering text
  • To filter records shown on the selecting record screen, click Filter to filter and sort data by entering conditions.
    Only one record

How to Set Lookup Fields

The procedure to get data by using the Lookup field is as follows:

  1. Enter data in referring source app
    Example: Enter customer data in a customer management app
  2. Add a Lookup field in a form
    Example: Company name
  3. Add other fields to get data simultaneously on the form
    Example: Division name and Contact
  4. Set the Lookup field
    Example: Company name

For details on how to set Lookup fields, see "Setting Lookup" page.

Setting Options for Lookup Fields

Lookup field
  • Field Name
    Specifies the header for the entry item.
  • Hide field name
    Hides the field names on the screen to set forms and the screens to add, edit, enter details of, and print records.
  • Required field
    Sets a field where a value is required to be entered.
  • Datasource App
    Select an app from which you want to copy data.
    As you enter an app name, apps matching the text appear.
    After selecting an app and saving the form, you cannot change this setting.
  • Key Field
    Select a field that will work as a key to retrieve data from the datasource app.
    You can set Record number, Text, Number, Calculated, Lookup, or Link field as a key field.
    After selecting an app and saving the form, you cannot change this setting.
  • Field Mappings
    You can get data in other fields from the datasource app at the same time. Specify the mapped field in the datasource app to the field in this app.
    For details on available fields in Lookup, see "Field That Can Be Specified for "Field Mappings"" page.
  • Fields Shown in Lookup Picker
    Select the fields to show on the record selection screen.
    Drag and drop the arrow icon to change the order of fields.
  • Initial filter setting
    Specify conditions to filter records on the record selection screen.
  • Initial sort setting
    Specify the display order of the records on the record selection screen.
  • Field Code
    A text string to identify the field. The field code is used in API requests. A value is assigned by the system automatically, but you can change it to any value. For details, see What Is a Field Code?