Embedded Files
Lookup Field Type
Lookup Field Type
Lookup Field Type enables the users to look up the Google Sheets data, search and select results back to Fillable Document based on Lookup configurations.
The selected result will automatically be populated into mapped Fillable Document fields.
Demo Video: Be more productive with Lookup Type Field
Demo Video: Be more productive with Lookup Type Field
Setup Lookup Type Field
Setup Lookup Type Field
Click Create New Field to create new field
Mention the required field name
Select the type as Lookup
Switch on mandatory if the field needs to be made as mandatory.
Switch on Read only if required so that the field need not be filled. Also you can assign a particular field mapping to it using look up field type.
Mention the description as required.
Click on Choose to get the desired spreadsheet
Switch on Custom CSS if require
Switch on Generate QR code to generate QR code
Click on Insert field in Document icon to insert the particular field into the document
Click Save to Save the field
Click the Back to field list to go back
Configure Lookup Spreadsheet
Configure Lookup Spreadsheet
Choose the external source Google Sheet to have the Lookup configurations
Google sheet can be changed by clicking the Change
Once Google Sheet is chosen, the name of the Google Sheet will appear with the icon to open it.
You can navigate to the Google Sheet and make any adjustment if needed
Any of the Google sheet Tabs can be used in the Lookup
The Header in the selected sheet Tab (first row in the Sheet) is used as Labels (e.g. Name, Age, Email) to configure the Lookup
How to configure the Google sheet Tabs and Labels in Lookup?
How to configure the Google sheet Tabs and Labels in Lookup?
On Choosing the Spreadsheet, available Sheets (tabs) will be appearing Select Sheet tab
Choose the sheet Tab (e.g. Sheet1, Customers, Items) to apply the Lookup on the Select sheet tab*
Choose the labels (header - e.g. Name, Age, Email) as Search By that should be used as filters on the form.
Choose the fields as Search Result that needs to be displayed as search results upon doing the search on the form
Note: You could reload the Tabs and fields by clicking on the refresh button if you are making any adjustments in the Google Sheet
How does Result Mapping work?
How does Result Mapping work?
Result Mapping is the configuration to fill the form with the selected result
It specifies which sheet Field has to be displayed for the Fillable field
Use the + button to add mapping of Sheet Field and Fillable Field
How does it look in Form?
How does it look in Form?
The Lookup form looks like the following.
On click the lookup button the fields will be opened
Mention the required search fields to search
Click on Search to apply the search filters and display the search results
Sample search results that appears in the Form
Sample search results that appears in the Form
Enter the sample data and click on search to get the matched data from the selected Spreadsheet in the add-on
if any record satisfy this lookup condition it will return lookup result value
eg. search By Name as Henry
Displayed all the matched names
Sample search result selection
Sample search result selection
From the above configuration I have selected a field, which Field values should reflect in the Form Fields
On selecting a single result from the search Results then Apply button activates
Apply will import all the field values to your existing form based on the search result and the mapping
Example: I have selected an Field with below details that need to be populated in the Form Field as values
Name : Henry
Age : 55
Email : henry369@example.com
Gender : Male
How does it appear in Form Fields?
How does it appear in Form Fields?
The Search Result looks like the following.
The selected Field values are reflected in the Form Fields
How Read only works?
How Read only works?
Switch on read only from field type.
Choose the required lookup spreadsheet.
Choose the sheet Tab that contains details for lookup field.
Choose the labels as Search By that should be used as filters on the form.
Choose the fields as Search Result that needs to be displayed as search results upon doing the search on the form.
Result Mapping is the configuration to fill the form with the selected result.
It specifies which sheet Field has to be displayed for the Fillable field.
Use the + button to add mapping of Sheet Field and Fillable Field.
How does it look in Form?
How does it look in Form?
The lookup form looks like the following.
On clicking the lookup button the fields will be opened.
Mention the required search fields to search.
Click on Search to apply the search filters and display the search results.
The search results will appear at the bottom.
Select the required result so that the corresponding company name will be displayed automatically in the form.
The corresponding Company details is displayed as per the mapping.
Apply Default Search(Lookup Field)
Apply Default Search(Lookup Field)
Apply default search enables matching the values given by the user with the value in the Google Sheets and matching results back to Fillable Document based on Lookup configurations.
The matched result will automatically be populated into mapped Fillable Document fields.
Setup Lookup Type Field(Apply Default Search)
Setup Lookup Type Field(Apply Default Search)
Click Create New Field to create new field
Mention the required field name
Select the type as Lookup
Switch on mandatory if the field needs to be made as mandatory.
Switch on Read only if required so that the field need not be filled. Also you can assign a particular field mapping to it using look up field type.
Mention the description as required.
Click on Choose to get the desired spreadsheet
Switch on Custom CSS if require
Switch on Generate QR code to generate QR code
Click on Insert field in Document icon to insert the particular field into the document
Click Save to Save the field
Click the Back to field list to go back
Selecting Lookup Spreadsheet after looking at that image.
you can change the spreadsheet to click the change button.
Choose the sheet Tab that contains details for the lookup field.
Choose the labels as Search By that should be used as filters on the form.
Choose the fields as Search Result that need to be displayed as search results upon doing the search on the form.
Result Mapping is the configuration to fill the form with the selected result.
It specifies which sheet Field has to be displayed for the Fillable field.
Use the + button to add mapping of Sheet Field and Fillable Field.
Apply Default Search
Switch on Apply Default Search to search user selected values.
Selected search by filed values is shown in apply default search Field.
Those fields should be used as filters on the google sheet.
you should give value for each selected field into the default search Value.
It takes each field and value to search and match google sheet data.
The matched result will automatically be populated into mapped Fillable Document fields.
How does it look in Form?
How does it look in Form?
The corresponding User details are displayed as per the mapping.
you do not need an open lookup dialog to get search results..
Report abuse