Set Lookup Field Properties | Zoho Creator Help

Set Lookup Field Properties

This page is applicable to all report types except pivot chart and pivot table.

To set properties for lookup field: 

  1. Edit your app.
  2. Navigate to the Design tab.
  3. Hover in the middle and click Configure Fields for Web. The Configure Fields window will appear.

  4. Alternatively, you can also configure fields by using the below steps:
  5. Navigate to the Report Customization-Web tab on the right.
  6. Choose the required view - Quick View or Detail View.
  7. Click on the required layout. The Configure Fields window will appear.

  8. Select the required lookup field. The field properties are displayed on the right.
  9. Under the Display tab, enter the Display Name as required.

  10. 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.

  11. Click the close icon at the top-right to go back to your report's preview.
  12. When you access your report in live, the linked report will appear highlighted.

    Note: When you access your spreadsheet report in live, you'll be able to change the values selected in the lookup field. 

  13. Click the highlighted report to view the linked report and its looked-up data.


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





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                                



                            





                          Manage your brands on social media




                              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










                                                                                          • Related Articles

                                                                                          • Understand Lookup Field Properties

                                                                                            This page is applicable to all report types except pivot chart and pivot table. Lookup field displays field values that are fetched from a field in a related form. This relationship is created when the field is introduced into the form on which the ...
                                                                                          • Set Address Field Properties

                                                                                            Select the address field in the fields section to define properties specific to it. To set number field properties: Navigate to the Design page. Click the Configure Fields for Web button. The Configure Fields window will appear. Select the address ...
                                                                                          • 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 ...
                                                                                          • Set Image Field Properties

                                                                                            This page is applicable to all report types except pivot chart and pivot table. Select the Image field in the fields section to define properties specific to it. The following steps will help you define the dimensions that the field values will ...
                                                                                          • Set Name Field Properties

                                                                                            This page is applicable to all report types except pivot chart and pivot table. Select the name field in the fields section to define properties specific to it. To set name field properties: Navigate to the Design page. Click the Configure Fields for ...
                                                                                          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