Understand Lookup Field Properties
This page is applicable to all report types except pivot chart and pivot table.The predefined relationship in lookup field facilitates a continuing chain of information in the report. When you click on a specific value in the lookup field, the record in which this value originally belongs will appear. This enables you to pull a record from a different report using the field value in one report.
For instance, in your Employee Management application, you have a report that displays employee information categorized into the departments. This department field is a lookup field, thus implying that the same field values are available in another report. Let's assume you click the field value Marketing. The detail view of the record in which the said field value is present. You will thus view the other field values of that record. In this case, the head of the marketing, the number of teams, the direct reportees, and so on.
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho SalesIQ Resources
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
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 ...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 ...Configure bidirectional lookup field
To configure bidirectional lookup: Navigate to the form builder. Drag and drop the lookup field. The Lookup field window appears. Select the Form from which you need to fetch data. Select the Field . Click the toggle button to Enable ...Understand Name Field Properties
This page is applicable to all report types except pivot chart and pivot table. The Name field in your report displays name values such as Customer Name, Employee Name, or Subscriber Name. This field has predefined properties that allow you to view ...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 ...