Tip #32: Share data between Cards & fill repeated Field values easily with Field Lookup

We often tend to fill the same set of information in different cards but what if Qntrl could make it easier for you? Well, it already has! Avoid adding the same information manually and do the same task more efficiently using Field Lookup .

 

Connect your cards through a Field Lookup that enables one card to “look up” data from another card, in other words, a Field Lookup will retrieve data from the field of one card to use in another. This simplifies the process and helps you populate the appropriate field values while you create a card. This is recommended because it not only improves the meaning of the data entered but also helps avoid data entry errors by limiting the values that can be entered.

Detailed Use case 

Siliyanite, a supply chain management company, uses multiple orchestrations to accomplish tasks. Maintaining orders details and delivery are currently done using two different cards. However, information like client name, client location, and contact number are the same in both cards.

 

Step 1 - In orchestration 'Order Details', create fields 'Client name', 'Client address', 'Contact' in the form, and make the fields mandatory in order to make sure the data is entered for these fields.

Create a few cards for this orchestration in order to populate values in cards using Field Lookup.

 

 

Step 2 - Create another orchestration 'Shipping & Delivery', where you can drag and drop Field Lookup. Now, enter the Field title, select the form from which you want to retrieve data from the Form dropdown, and select the field from which you want to retrieve data from the Field dropdown. 

Step 3 - This is an example of how the field lookup for 'Client name' is created. Similarly, you can create two other field lookups for 'Client location' and 'Contact'.

 

All the hard work is now done! Create a card with orchestration 'Shipping & Delivery'. Click on the field lookup to view all the populated values and select the data you want to fill the field with.

 

 

Some uses of Field Lookup

• Onboarding processes track the name of hired candidates.
  
• Order requests and order requirements track the list of raw materials required for manufacturing.
  
• Sales forms that track prices and inventory.
  

Let us know how this feature is helpful in your organisation. Visit our help center  to get detailed insights into Qntrl and onboard faster.   

• Topic Participants

• Sanchita Padhi

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