Using Lookup

To enter data through Lookup, users can display candidates in two ways: (1) simply display a list of all found records, or (2) enter a keyword to filter records.
This page describes how to use the two ways, for example, when users want to copy product information from a Product Management app.

For details on how to set up a Lookup field, see Setting Lookup.

Displaying a List of All Found Records

This example uses an Order Management app and a Product Management app. The Order Management app uses Lookup to copy data from the Product Management app.

  1. Open the Order Management app and go to the page to create a record. Top of Order Management app

  2. Leave the Product Code entry field blank and click Lookup. Product Management app

  3. You see a list of records from the Product Management app.
    The list includes fields that are selected for Fields Shown in Lookup Picker of the Lookup field. Product Management app

  4. On the list of products, click Set for the record that you want to copy. Product Management app

  5. The product code of the selected record is copied to the Product Code entry field.
    The product name and unit price, which are selected for Fields Shown in Lookup Picker, are also copied to the fields respectively. Product Management app

Filtering Records

To display a limited list of records, enter a keyword before you click Lookup.
If the keyword matches only one record, the matched record is directly copied to the entry fields. If the keyword matches multiple records, you see a list of the matched records.

  1. Open the Order Management app and go to the page to create a record. Top of Order Management app

  2. Enter a product code and then click Lookup. Enter a product code

  3. The data of the matched record is copied.
    The product name and unit price, which are selected for Fields Shown in Lookup Picker, are also copied to the fields respectively. Copy matched records only

Viewing a Record from the Datasource App

Data copied through Lookup generate links to the source automatically. Click the link of a product code to view the record stored in the Product Management app. Auto-generated link

For notes on setting up Lookup, see Notes on Lookup.