Form Builder Elements
Table of Contents
- What is the Lookup element?
- How do I add the Lookup element to my form?
- How do I parse Lookup data to other fields?
Also, check out:
What is the Lookup element?
The Lookup element allows you to perform a local search on a specified data table and auto-populate fields based on this search. Have a look at this short video overview.
How do I add a Lookup element to my form?
Don't see the Tutorials tab? Talk to a support agent about getting Walk-Me installed in your environment.
STEP 1. With your form loaded in the Form Builder, click the Lookup element from the left-hand menu.
STEP 2. Name your element. In this example, we've called it My Lookup element.
STEP 3. In the Assign Lookup section, under the Element Properties tab, click Assign Lookup to connect the database containing the lookup information. This is the form that contains all the data which will pre-populate the form based on the Lookup element selection.
STEP 4. Choose the form you'll be using for the lookup table.
STEP 5. Choose the lookup fields you want to show in the view. You can choose up to 5 fields to display in the view.
The Order is the position in which the columns are shown within the view.
STEP 6. Click Assign.
You'll see the lookup table is now assigned to the element and the display columns listed.
STEP 7. You'll now want to set the parsing of data to certain elements from the database created HERE.
Using the Lookup element from the form (joe_lookup_test_form) we created above, copy the data column name. In this example, it is my_lookup_element.
From the DB form (joe_lookup_test_form_db), copy the data column name of the element you'll be using to grab the data.
Back on the main form (joe_lookup_test_form), highlight the element where you'll be parsing the data into.
In the Dynamic Value field of the element where you'll be parsing data to, put the following syntax.
This is the data column name of the Lookup element on the main form combined with the data column name of the element on the database form.
PLEASE NOTE: If the data column name of the element in your database form is the same as your lookup element, you will need to add the parent form name to the front:
STEP 8. Test the functionality on your device.
PLEASE NOTE : Make sure you have "Download Records" turned on in the app settings to be able to download the lookup records.