Lookup

Article Number:040526

Placing a "Lookup" field in an app, you can reference and retrieve (copy) record data in a different app. Since you do not need to input the same data multiple times, you can prevent input errors and reduce the time required for data entry.

For example, place a "Lookup" field in the "Lead Management" app and then specify the "Customer Management" app as a reference source app. By doing so, you can retrieve data from the "Customer Management" app when adding a record in the "Lead Management" app. A "Lookup" field

The Field and Feature Often Used in Combination with the "Lookup" Field

  • The "Related records" field
    Using a "Related records" field, you can display a list of records that match a specified condition.
    This field is useful when you want to put together related information into one record, since you can display records stored in another app or in the same app.

  • The App Actions feature
    Using the App Actions feature, you can copy record data to a different app or the same app and create a new record.

Using the "Lookup" field, the "Related records" field, and the App Actions feature together, you can integrate data across multiple apps. This enables you to use Kintone more efficiently.

Using the "Lookup" Field

For details on how to configure and use a "Lookup" field, refer to the following pages.

Usage Example

If you need to input the same information in multiple apps, use a "Lookup" field. It helps you input the information efficiently.
For example, when you input data in the "Lead Management" app, you can refer to and input the company name already registered in the "Customer Management" app.
To do so, first create the "Customer Management" app, which is used as a reference source. Then, set a "Lookup" field in the "Lead Management" app.

Steps for users to use the "Lookup" field

After a "Lookup" field is configured, perform the following steps.

  • Click Lookup and select a record registered in another app. Example of lead management app
  • If you enter text and click Lookup, records with matching data appear. You can also click the filter button Funnel button to specify additional filter condition or sort order. Filter creation

Setting Options for the "Lookup" Field

A "Lookup" field

  • Field Name
    • Specify the label for the field.
  • Hide field name
    • Hide the field name on the screens to add, edit, enter details of, and print a record.
  • Required field
    • Mandate users to enter a value in the field.
  • Datasource App
    • Select an app to be used as a reference source.
      When you enter an app name, apps with a matching name appear.
      Once you select an app and save the form, you cannot change this setting.
  • Key Field
    • A field that plays a role of the key for associating apps.
      Select a field from the drop-down list. When you enter a keyword, relevant fields appear as options.
      You can specify a "Record number," "Text," "Number," "Calculated," "Lookup," or "Link" field as a key field.
      Once you select an app and save the form, you cannot change this setting.
  • Field Mappings
    • The data of multiple fields in the reference source app (Datasource App) can be retrieved at once. Associate fields in this app with those in the reference source app (Datasource App) based on which field data in the reference source app is copied to which field in this app.
      Reference: Fields That Can Be Specified for "Field Mappings"
  • Fields Shown in Lookup Picker
    • Select the fields to show on the record selection screen.
      Drag and drop the arrow icon to change the order of fields.
  • Initial filter setting
    • Specify conditions to filter records on the record selection screen.
  • Initial sort setting
    • Specify the display order of the records on the record selection screen.
  • Field Code
    A string used for specifying this field in a formula or an API.