Define Bidirectional Relation for a Lookup Field | Zoho Creator Help

Configure bidirectional lookup field

To configure bidirectional lookup:
  1. Navigate to the form builder.
  2. Drag and drop the  lookup  field. The Lookup field window appears.
  3. Select the  Form  from which you need to fetch data.
  4. Select the  Field .
  5. Click the toggle button to  Enable  bidirectional data sync.
  6. Select existing relations with the form.
  7. Select the appropriate  Display   Format  for the lookup field.
  8. Click  Done . The lookup field will be added.

The lookup field properties pane indicates that a bidirectional lookup is configured.



Note:
  1. Use drop-down (single selection) and multi-select (multi selection) fields, when there are more options. This facilitates search and auto completion of search
  2. Use the radio (single selection) and check box (multi selection) fields, when there are fewer options and there is no requirement for search and auto completion of search
  3. User will be able to change Display Type: dropdown to radio button and multi select to checkbox

Related Topics


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Understand Lookup Field

                                                                                                    Understand Lookup Field The lookup field enables you to create a relationship between forms. Using this relationship you will be able to lookup data from another form in the same application or from a form in a different application in your Zoho ...
                                                                                                  • Advanced search in a lookup field

                                                                                                    When the Lookup field has large number of records then finding a particular record becomes cumbersome. Moreover, the basic search will display only 5000 results and manually scrolling down through these results to find the required record is tedious. ...
                                                                                                  • Set Lookup Field Properties

                                                                                                    This page is applicable to all report types except pivot chart and pivot table. To set properties for lookup field: Edit your app. Navigate to the Design tab. Hover in the middle and click Configure Fields for Web. The Configure Fields window will ...
                                                                                                  • Unidirectional and bidirectional relationships

                                                                                                    Unidirectional and Bidirectional relationships Relationships can be configured as one way and two way relationships. A unidirectional relationship means that the flow of data is just one way. For instance, you have an Employee Management app with ...
                                                                                                  • Auto populate a field based on the selection from a lookup dropdown

                                                                                                    Requirement   When a value is chosen from a lookup dropdown, related values are populated in the other fields of the same form. Use Case   An order management app contains a form to store order details. When the admin chooses the customer name from ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources