Overview
Lookup mapping is a way to auto-populate form fields based on user input. It involves adding a Lookup List to your form, which will then map (auto-populate) data to other fields based on the item that is selected from the list. For example, you could add a Lookup List with customer names for users to choose from. When a customer is selected from the drop-down list, other form fields could automatically populate with that customer's phone number, address, and other details.
Here are some common use cases for lookup mapping:
Parts list: Selecting a part number auto-fills fields like Description, Repair Method, and Options.
Condition-based actions: Selecting a condition auto-fills required remediation actions.
Location-specific details: Selecting a location auto-fills fields like Address and City.
Contact information: Selecting a name auto-fills an associated phone number.
Vehicle list: Selecting a license number auto-fills fields like VIN, Make, and Model Details.
How to set up lookup mapping
Add the Lookup List field to your form. Connect it with your uploaded multi-column spreadsheet. This will serve as the data source for your form.
Add the destination fields. These are the fields that will auto-populate with data from the Lookup List. They'll be used as placeholders for additional data that will be populated from other columns in your spreadsheet. Allowable field types are: Text, Long Text, Static Text, Numeric, List, Global List, and Lookup List.
Note
Static Text fields are un-editable in the form, while other text fields can be edited by the user if needed after auto-population.
Go to Advanced Options > Lookup Mappings.
Select the + icon to create and configure a new mapping:
Lookup Data: Choose your Lookup List (uploaded .csv or .xlsx file) that will be used for this mapping.
Search: Choose the field that will act as the drop-down list on the form for users to choose from. This list will come from a column of data from your Lookup List file/table. Allowable lookup field types are Option List, Lookup List, Global List, and Barcode.
Field Name refers to the field on your FastField form.
Column Name refers to the column of data in your Lookup List file/table that you've uploaded.
Display: Map data from your Lookup List file/table to the destination fields for auto-population. Associate specific columns from the table with the destination fields in the form.
