Creating a lookup table in Jotform Tables

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    wally.arndt
    Asked on July 08, 2021 at 06:47 AM
    On creation of a form, then going to Jotform tables, and creating an addition tab for another table to be used as a Look up, is there a way to to let the form table reference the lookup table, and if so is there something similar to a vlookup from excel, so you can look up a value in the form table find it in the lookup table and link data that is connected.
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    Bojan_J
    Answered on July 08, 2021 at 07:25 AM

    Greetings.

    To create a lookup, you will first need to add a connection between your tables. To explain this better, let's set up an example. I have created two tables - users and project. Each project can be assigned to multiple users.

    Once you have your tables set up, click on Add to add a new column. In this example. I'll add it to the Projects table, so I can connect users to a specific project:

    screenshot_6398.png

    From here, select connections and connect Table or a Form:

    screenshot_6399.png

    Proceed with the next steps and create a column.

    Now, you will be able to select the value from the second table and see it in the first one. You can click on the link in the selected value which will open a popup where you will see all information about the selected row from the second table, and all rows in the first one where this value is selected:

    screenshot_6401.png

    Now you can add a lookup by selecting the new row option, and clicking on Lookup under the Formula tab:

    screenshot_6402.png

    You will need to select the previously added connected field and select the field from the second table that you wish to show. Now, if you update the first field, this one will update automatically:

    133769_ScreenRecording.gif

    Let us know if you have any additional questions.

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    wally.arndt
    Answered on July 08, 2021 at 09:44 PM

    Good morning,

    Thanks for your response.

    This is great, I will give it a go. I like the Southpark examples.

    Have a nice day.

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    wally.arndt
    Answered on July 12, 2021 at 11:23 PM

    Good afternoon,

    Is there anyway I can add these connected fields to the form that the table is connected too?

    Cheers,

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    Bojan_J
    Answered on July 13, 2021 at 05:49 AM

    Greetings.

    Unfortunately, you can only add lookup in your Jotform Table, it's not possible to do this directly from the form.

    Let us know if you have any additional questions.