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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Enable a Dynamic Lookup on a Form

  • Updated:

This article will show you how to enable a dynamic lookup on a form. Enabling a Data or Element Lookup will place a button adjacent to the element on the form and call the configured API (application program interface) when clicked to return form data.  

 

Previous Step: Create a Dynamic Lookup

 

 

Instructions

  1. Navigate to Forms and select the form you wish to add the lookup to
    Select form.
  2. Go to the Builder tab
    Builder tab.
  3. Select an element
    Select element.
  4. Under the Advanced section of the element, toggle on Enable Data Lookup or Enable Element Lookup
    Enable lookup.
  5. Select one of your configured Lookups from the list
    Select a lookup.
  6. If needed, customize the Lookup Button
    Lookup button customization.
  7. Click Save
    Save builder.
  8. Click Preview to view the updated form
    Preview.
  9. The element will now include a lookup button
    View lookup.
    Note: This will be disabled until the input contains a value.

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