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 appear.
- Alternatively, you can also configure fields by using the below steps:
- Navigate to the Report Customization-Web tab on the right.
- Choose the required view - Quick View or Detail View.
- Click on the required layout. The Configure Fields window will appear.
- Select the required lookup field. The field properties are displayed on the right.
- Under the Display tab, enter the Display Name as required.
- Under the Link to view section, click the dropdown arrow and select the report (target form) from which you want to look up the data.
- Click the close icon at the top-right to go back to your report's preview.
- When you access your report in live, the linked report will appear highlighted.
- Click the highlighted report to view the linked report and its looked-up data.
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