Create & Manage Lookups

This article will show you how to create a lookup. There are two types of lookups; Data Lookup and Element Lookup. Data Lookups are used to dynamically populate existing form elements with data. Element Lookups are used to dynamically generate form elements. 

Create a Lookup

Instructions

1. Navigate to Developer Tools > Lookups
   
2. Click the + button in the bottom right of the screen
   
3. Choose either the Element Lookup or Data Lookup type
   
4. Select a Lookup Source
   
   
   • Custom URL: Provide the URL for the specific API (application program interface) endpoint that you want the form data to be pushed to
   • Hosted API: Use our API Hosting service to create your own custom hosted APIs for your Lookups to point to 
   • Built In: Use Built-in data as the source of your lookup
5. Add a Lookup Label
   
   
6. Choose the appropriate Environment
   
7. Enter the URL or API for the Lookup
   
   
   Note: This field will differ depending on the Lookup Source you chose
8. Select Save
   
   
9. You can now Enable a Lookup on a Form
   

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Delete a Lookup

Important Note

• Lookups that are in use cannot be deleted

Instructions

1. Navigate to Developer Tools > Lookups
   
2. Click Delete next to the Lookup you wish to remove
   
3. Click Delete on the pop-up that says "Are you sure you want to delete [Name of Lookup]?"
   

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