Design Form to Set Controlling Records for Selection and Data Prefill

As an Administrator, you define a set of records(controlling or reference) that the user can select from and the related target field data that gets prefilled.

Step 1: Click on the created form to open a New Form Designer view in which you need to apply the criteria configured for reference table fields

Step 2: Open the Properties pane

Step 3: Drag and drop the AutoComplete and Autopopulate fields into the form.

Note: You set the selection and prefill criteria in the "Auto Complete" and "Autopopulate" properties

Step 4: Select the AutoComplete field and complete the following in the Auto Complete properties:

A. Name - Name for the field

B. Label - Display name of the field

C. Data Source type - From the Data Source type drop-down list, select the value as Reference Table

D. Data Source - From the Data Source drop-down list, select the value associated with the Reference table. This data source is the name of the Module/Master. Read more on External Service Data Source Type

E.Select the label and value that you want to provide to the controlling record from the Options label and Options value drop-down lists

Note: The Options label and Options value drop-down fields in the auto-complete properties determine the controlling records for selection based on which the data prefills into the target(dependent) fields.

F. [Optional] Turn on or off the Mandatory and Readonly fields as preferred

Step 5: Select the AutoPopulate field and complete the following in the Autopopulate properties:

A. Name - Name for the field

B. Label - Display name for the field

C. Data Source type - From the Data Source type drop-down list, select the value as Reference Table. Read more on External Service Data Source Type

D. Data Source - From the Data Source drop-down list, select the value associated to the Reference table. This data source is the name of the Module/Master.

E: Click on the Target Field drop-down list and choose which data prefills into this field

Step 6: Save your setup

Result: Form saved successfully confirmation message appears.