Lookup Field

This document explains how to add and configure the Lookup field in a template, including how it links to a Dictionary field.

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

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

You can place this field in:

• structured documents

• PDF documents

Add a lookup field

1. Open the template in edit mode.

2. Find the Lookup field in the Fields panel and add it to the template. — Choose column from dictionary with required information

3. Click Save.

To add a lookup field, the template must include at least one dictionary field.

Field settings

Click on the placed field to reopen settings menu.

• Name — field name shown in the document

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

• Tooltip — additional hint shown on hover

• Optional — whether filling the field is required

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

• Search — Search — makes the field available for search and filtering in the mailbox UI. This setting is unavailable if the selected dictionary column has Extended Character limit enabled.

• Document — document where the parent dictionary field is located

• Related to — parent dictionary field

• Column name — dictionary column to return

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

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.