Using Basic Lookup

Last Updated: Mar 20, 2019 06:02PM CET

This type of lookup allows you to populate the dropdowns in your form with data from another form.

With this type of lookup, once data is inputted in the reference field in the source form, it then displays this data in the selected Choice option field on the lookup form. This saves you the time to always update the dropdown in the lookup form with data that has been inputted in the source form as it is displayed automatically.

To do this, you will need two forms-, the lookup form to display the data and the source form from which data will be referenced.

See steps below on how to carry out a basic lookup on your form.

  1. Sign up or sign in to Formplus.

  2. Create your form and include the lookup field. You can also create the source form from scratch or select an existing form for this purpose,

  3. From the edit icon of the lookup field of your lookup form, select the basic lookup option so that your lookup field will be automatically filled with data from the source form.

  4. Select the type of field you will like your lookup field to be. For this lookup type, the field type displayed are the Choice option fields - Basic select, Radio, Checkboxes, Multiple select.

  5. Rename your lookup field label just as you rename other form field labels

  6. Select the form which should serve as the source form. This is the form you will be referencing data from.

  7. The step above will cause a select box to be displayed, where you choose which field in the source form will have its data automatically displayed in the lookup field. Once a respondent fills out this field, it populates the form with the details from the source form.

  8. The details will be displayed in the dropdown list of the lookup fields.