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Question

Do lookup rules from fields on a table only populate other fields on table?

asked on June 24, 2022

I am running a lookup rule using fields from a table but the results will not fill fields (single lines) that are not part of a table.

To test this, I created a separate table that also has single lines and those fields do populate after running the lookup rule.

Then I tested the lookup rule using fields not part of a table and the results were able to fill both fields part of a table and not part of a table.

So this suggests that:

  • lookup rule results coming from table fields only fill other table fields
  • lookup rule results from individual fields fill any other field
     

Can someone confirm if this is correct or if there is a work around? Its looking like I'm gonna have to be moving those individual fields onto tables which might not be ideal.

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Replies

replied on June 24, 2022 Show version history

I believe you are correct - the logic being that the table could have lots of rows, so how would the lookup be able to determine which row in the table should be providing the lookup to the stand-alone fields?

Depending on what you are trying to do, you might be able to have the lookup populate into a field in the table, and then have the stand-alone field get that value using a formula.  You could even hide that field in the table using CSS or Field Rules.

Here's an example:

  • The lookup is taking first name (Matthew) in the table Column 1 and loading full name (Matthew Tingey) in the table Column 2.  You cannot see the Column 2 because it was hidden using Field Rules.
  • The first Single Line field is also trying to populate the full name from the lookup, and doesn't work.
  • The second Single Line field is trying to populate email from the lookup, and also does not work.
  • The third Single Line field is using a formula to copy the value out of the Column 2 field in the table (   =INDEX(Table.Column_2, 1)   ).

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replied on June 28, 2022

Matthew, your suggestion is very resourceful.

I have the habit of using single row tables to avoid the hassle of tinkering with CSS to tidy up fields.

I'll probably go with your suggestion to avoid messing with the existing tables of this form and then work on shaking off the habit of using single row tables for future forms.

Thanks again for confirming!

 

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replied on June 28, 2022

There are a lot of ways using CSS to make the fields look the way you want without using tables.  I'd be happy to share some CSS that I reuse on lots of forms, and I know there is a ton of resources here on LFAnswers.

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