Lookup field

Use Lookup field to auto-fill a value from a Dictionary field selection.

It returns a value from a selected Column name in the row chosen in the parent dictionary.

You can place this field in:

• structured documents

• PDF documents

Add a lookup field

1. Open the template in edit mode.

2. Open the Fields panel.

3. Find Lookup field and add it to the document.

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1. Configure the field and click Save.

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Field settings

Click the field in the document to reopen properties and update them.

Basic settings

• Name — field name shown in the document

• Placeholder — hint text shown before input; if empty, Name is used

• Optional — whether filling the field is required

• Allow custom values — allows free text input in addition to lookup values

• Search — whether the field is available for mailbox search

If the parent dictionary enforces optionality or custom values, the same rules are enforced for related lookups.

Lookup source

• Document — document where the parent dictionary field is located

• Related to — parent dictionary field

• Column name — dictionary column to return

Edit or delete a lookup field

1. Click the field in the document.

2. Update settings in the properties panel, or delete the field there.

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Links inside a lookup field

If the populated value contains a URL, it is rendered as a normal browser link (blue + underline).

• You can open the link from the right-click context menu (any role).

• You can open the link with a direct click only if the field is inactive.