When configuring a data lookup, you will now be asked to select the fields you would like to be able to use in this data set. The fields that you make available to be used can be used in workflow, conditional visibility, as columns in the document list, as fields on the form, and integrations.
Why Do I Need to Choose Which Fields Will Be Used on My Form?
When you configure a data lookup, the system needs to determine which fields on the connected form can be used in other places in the application. If all fields can be used then it makes the forms much larger than they need to be. This can cause performance issues. When you choose only the fields you need, it decreases the potential form size and improves performance.
How Do I Select the Fields I Want to Be Able to Be Used?
- Access your form configuration
- Drag on a data lookup (list) field type
- Choose another form as the source
- Check the fields you want to be available to be used in the app
Will the Fields I Select Automatically Be Added Onto the Form?
No. Selecting a field in the Select Data modal will make fields available to be added to the form but will still need to be dragged onto the form.
What Happens if I Don't Select a Field in the Modal?
If you don't select a field in this modal then it won't be available to be added to the form, workflow, conditional visibility, integrations or the document list.
Can I Add a Field After Initially Configuring the Data Lookup?
Yes. If you change your mind after the initial configuring of the field you can always go back and add the field.
- Access the data lookup field on the form builder
- Select Edit Available Data under the data source
- Check the fields you want to make available
- Select Continue
Originally published on Oct 4, 2023
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