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.
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Create a Lookup
Instructions
- Navigate to Developer Tools > Lookups
- Click the + button in the bottom right of the screen
- Choose either the Element Lookup or Data Lookup type
- 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
- Add a Lookup Label
- Choose the appropriate Environment
- Enter the URL or API for the Lookup
Note: This field will differ depending on the Lookup Source you chose - Select Save
- You can now Enable a Lookup on a Form
Delete a Lookup
Important Note
- Lookups that are in use cannot be deleted
Instructions
- Navigate to Developer Tools > Lookups
- Click Delete next to the Lookup you wish to remove
- Click Delete on the pop-up that says "Are you sure you want to delete [Name of Lookup]?"
Next Step: Enable a Lookup on a Form
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