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Lookup Control/Field

  • Updated

A Lookup is basically a data relationship control that enables you to create a relationship between two forms. Using it you will be able to "lookup" and return data from the related source data form in Yeeflow.

The lookup field is able to return any type of fields and it will display the value(s) of the related field that you have picked. It is also able to return these information of the same item(s) that you have associated in additional fields. 

Learn the differences of Lookup List; 

Learn how to use lookup to return multiple values. 

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Tips : To use it on your target form, you need have a source data firstly. Generally, they should NOT be in the same data list. 

Definitions

  • Item ID

Each item(or saying "record') that you add in data list form will generate an item ID. The lookup field will be recognized as its source item ID(s).

  • Source Data/Form

The source data/form is the database from which the lookup are coming.

A source data/form can be any data list in Application of Yeeflow.

  • Target Data&Form

The target data&form is the to which you are using lookup to return the value(s). The target form is applicable to both the form builder of  Forms and the list form of Applications. 

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Source Binding & Display

  • Source Binding

You need bind the source data to define their relationships, basically another data list in Application.

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  • Display and Tooltip

You MUST pick any field of source list as "Display field"  that will display its value on this field.

It is optional to have a tooltip that will display above this field value. Some certain fields(e.g user, location, organization) will display with its identify id instead of its display name.mceclip7.png

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Data Association

Yeeflow offers "Additional Fields" to return a number of associated fields. In most scenarios, you need add conditions to "Filter" these data items from source data. 

  • Additional Fields

To do this, you should have both associated fields share the same data type. E.g. A user field in this target form should be associated with a user field in source data.  

The checked field(s) will be listed as order and displayed in lookup windows. 

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  • Conditions and Filters

By default, the lookup displays all the items present in the source data form. In some scenarios, you may apply some filters based on data in the source data form. 

When setting filter for a lookup：

  1. Only index fields can be selected from your source data. Learn how to set the index of a field. 
  2. Yeeflow offers an Expression Editor to meet the criteria for that filter field. 
  3. You can add multiple conditions for criteria. The data will be returned only if all conditions are met. 

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  • Multiple returns

You can enable/disable multiple choices for a lookup field. If multiple enabled for a lookup field, the additional associated fields should be had and enabled their multiple choices, then the users are able to choose one or multiple items from their source data. 

Tips : If you have some additional fields to return, these associated fields without multiple function will only return value of the first item that you have picked. 

Label & Binding

The label will display as the title of this field. You can define the name for this field.

In Form builder, You also can switch off "Display Title" to hide the label on the form. 

Binding is also only applicable for form builder. A lookup field can be reset to bind with any other lookup/lookup list controls on this form. 

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Appearance

Define the appearance of this field to change the styles. 

  • Placeholder

Placeholder is a text input that provides a short prompt that describes the expected value of user input. The prompt is displayed in the field before you enter a value, and disappears when you begin typing.

  • Dynamic Display Rules

When you set a dynamic display rule for this field, It behaves differently based on specific conditions and rules.  There are seven actions(Hide/Show/Read-only/Editable/Set Background/Set Border color/Set Font color) for lookup controls. 

Learn how to create dynamic display rules for a field

  • Allow Comment

You can enable/disable comments on this field after the form is submitted. There are two options to trigger comments entering: On Click and Mouse Hover. 

For a bound control, the comment key will be auto-bound with this control/field.

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Validation

Validation will verify that the data users enter in this form meets the standards you specify before the form can be submitted.

  • Readonly

Set this field as read-only to create variable form pages of your workflow(or application versions) . All bound controls (fields) can be made read-only, with the exception of fields that are already read-only by default.  E.g. Calculation.

  • Required

Required field will make sure the user provides a response. When a field is required, an error message will display under this field and at right top of the form. The form cannot be submitted until a value has been added to the field.

Required fields are indicated by a red asterisk(*) next to the label. By default, fields are never required.

Please Note: Only a required field in visible of this form will trigger the validation action.

  • Custom Validation

You can set a custom error message that will display under your field when specified conditions become true. It will allow you to add any number of rules for validating your field.
Learn more about the Custom Validation.

  • Event Rules (only applicable for Forms)

Event rules allow you to set actions that should be taken on events that meet your designated rule criteria. You can create event rules to execute any number of actions based on this field. 

Learn more about the Event Rules. 

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