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

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

  • 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?

  • 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?

  • 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?

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

  • 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

  • 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?

The Search Result looks like the following.

  • The selected Field values are reflected in the Form Fields

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?

  • 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.