Look ups use information the user enters or selects from a question to auto-complete other form questions/fields.

1.         Log in to the campus portal as an administrator and access EX FormFlow - Forms.

2.         Click Manage Forms. The Manage Forms page appears.

3.         From the Form Admin toolbar, click the Tools drop-down list, then select Data Sources. The Data Source page appears.

4.         Click the Add icon to the right of the DataSource drop-down list. Example. The previously inactive fields become active.

5.         In the Name field, enter a name for the datasource you want to create.

6.         From the Use Database drop-down, select the database you want to pull the data from. This could your EX database or another external database you are using with EX FormFlow - Forms. Example

7.         In the DataSource Query field, enter your SQL query that will select and/or filter the information in your database that you want to make available in your form. Sample SQL

If the column you are selecting from is a char type or nchar, RTRIM() the column values. Not trimming may result in unexpected effects when interacting with the form.

8.         Click Save DataSource.

9.         Click Done.

10.      Click Manage Forms. The Manage Forms page appears.

11.      Click on the form you are working with.

12.      Click on the tab you want to work with.

13.      Right-click on the textbox, drop-down, or hidden question and select Properties. The Edit Item window appears.

14.      Click the Look Up tab.

15.      From the Look Up DataSource drop-down, select the datasource you want to use to look up information. The table columns associated with the data source appear with corresponding drop-downs.

16.      From the drop-downs, select the Unique IDs of the form questions/fields you want to auto-populate with information from the matching table columns. Example

17.      If you want your look up to execute immediately when the form is accessed, select the Execute on load checkbox. By default, the lookup will execute when the value of the question changes.

18.      If the questions/fields being populated should trigger the question/field's events, select the Trigger After Set checkbox.

19.   If you want to save the text a user manually inputs in a field that utilizes a lookup, select the Preserve user input checkbox. If there is a default value in the field, that would also be preserved. If you use the default value setting and pre-populate the field with @@LastName for example, it considers that user input and the value wouldn't be overwritten if this setting is checked. If this is not selected, the text pre-populated by the lookup will overwrite any text that the user inputs.

20.      Click Save.