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

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

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 — makes the field available for search/filtering in the mailbox UI (if enabled in your setup)

• 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.