One of our miniExtensions form features is the ability to add lookup fields inside your from. When a user selects a linked record, you can automatically show them lookup fields that are related to it. Lookup fields can be from any field type, including attachments.
Demo
This form can be both shared as a URL or embedded in your website. Check out the field titled Vendor as an example.
1. Share URL
2. Embed on your site
If you click on the sample view below, you’ll see the table that’s used for the demo above.
I added two of lookup fields to my form, but they are not displaying. Do I need to add the linked record field to the form and then these fields will be displayed? Would the constituent be able to edit what is currently in those fields as well or only view what’s there?
Lookup fields can’t work (display data) without a linked record field in order to be populated. You can disable editing for any field in the form (including linked record field). So they would be read-only.
I have selected a lookup field to be added in the form under “Fields in Form” but it’s not appearing on the actual form. What am I missing?
Lookup fields only show up in the form when their linked record is selected.