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Changelog byAnnounceKit

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New Feature
a week ago

New: Data Lookup based on a Table, Repeater, or Data Lookup (Multiple)

You can now populate a Data Lookup (List) or Data Lookup (Multiselect) gadget using values pulled directly from a Table, Repeater, or Data Lookup (Multiselect) gadgets on the same form or a shared form. 

Sometimes a field needs to pull from options entered elsewhere on the form or brought in through an integration. With this update, you can choose the source gadget, pick the field you want to use as the selectable value, and the lookup will show those entries as typeahead options when someone completes the form. 

💡Why it matters

This lets form designers build smarter, more connected forms so when a user enters data into a Table, Repeater, or Data Lookup (Multiselect), those values can instantly become selectable options elsewhere in your form. It’s helpful anytime users need to choose from information already captured—for example, selecting a species listed on a protocol for a procedure, or choosing an approved species from a linked protocol when submitting an animal order.

⚙️ How it works

Form designers can now:

  • Add a Data Lookup (List) or Data Lookup (Multiselect) gadget onto the form. 
  • For Data Source - select This Form or Kuali Data (to select another shared form) 
  • Choose the field from the repeating dataset (Table, Repeater, or Data Lookup (Multiselect) you want to use as the typeahead value, then click Continue.
  • And if you are configuring a Data Lookup (List) select the other fields that should be available as Data Linked gadgets.  And if you want to pull any available fields onto the form turn on the Add linked auto-filled gadgets option in your configuration and drag the available fields onto your form.

End users will see the below in the form once the lookup is configured:

  • The options available for selection are prefilled from data already entered elsewhere on the form (or shared form):

  • Please note, if no data has been entered in the linked data source the user will see the below message for the field indicating no data is available from the selected source: