To configure lookup and auto-population of intake form fields you can leverage your organization's datasets.
First, select the field in the form that will be used as the lookup:
- From the Field type dropdown list, select Lookup
- From the Dataset name dropdown list, select the dataset you want to use as the lookup
- In the Select searchable fields, select the checkboxes of each field in the dataset you want to be searched as part of the lookup
- From the Search field to return dropdown list, select the dataset field that will autofill this field as part of the lookup
- Click Update
Next, select any other field you want autofilled as part of the lookup.
- From the Field type dropdown list, select Short answer text or Long answer text
- From the Autofill lookup field, select the field which has been designated as the Lookup field
- From the Autofill result field, select the dataset field that will autofill this field as part of the lookup
- Click Update
Text field types
- Short answer text: Displays as a text-type input field for small amounts of text input. Field expects text
- Long answer text: Displays as a text-type input field for larger amounts of text input. Field expects text
- Single select: Displays as a dropdown field with a list of selectable options. Enter one option per line
- Radio: Displays as a radio-style field with a list of selectable options. Enter one option per line
- Date and time: Date and time selector using a calendar and time input
- Lookup: Select a dataset and configure lookup and autofill settings for the field. Lookup fields can be referenced by other fields using the Autofill lookup field configuration
Number field types
- Basic number: Displays as a number-type input field. Field expects a number
- Single select: Displays as a dropdown field with a list of selectable options. Enter one option per line
- Lookup: Select a dataset and configure lookup and autofill settings for the field. Lookup fields can be referenced by other fields using the Autofill lookup field configuration