How can I make and use a lookup table?

  • Juan Aguirre
    Asked on December 21, 2020 at 4:47 PM

    Hello,

    We are evaluating JotForms for some important projects, so far so good, but it is essential for us to be able to organize the data in lookup tables, feeding into the order table, for instance one lookup table for clients and other for shippers.

    While creating a new order we need to "pull data" from lookup tables, specifically we need to be able to select by means of drop menu, the client and the shipper, for then completing the rest of the order entry.

    Can you please let me know how lookup is accomplished and also if a drop menú could be used to select the specific field content as explained above.

    Thanks

    Juan

  • jonathan
    Replied on December 21, 2020 at 6:41 PM

    Hi,

    I recommend checking on Spreadsheet to Form widget features. I think it matches the feature you were looking for.

    User guide : How to Use the Spreadsheet to Form Widget

    You can use a spreadsheet as the data source (look up table) in your form and use the Spreadsheet to Form widget to pull the data and auto fill the form.

    Please let us know if you need further assistance.