Using Lookups from an External Source

Learn to use Lookup form control to look up data from external sources

Last published at: June 23rd, 2025

Data can be retrieved from other systems using database or web service connections.  

To configure a new database connection, navigate to the Integration—Connections page and select the Actions—Create menu option. 

 

The Create Connection pop-up window is rendered for configuration, as shown below. Provide a connection name. Provide the database connection string with the attributes as seen here. Click on the Test button to validate the connection information. Click the Create button to create this new database connection. 

 

Or, use the connection string builder to build it. Use the SQL Server or Windows buttons for authentication. Provide the connection name, SQL Server Name, database name, SQL user ID, and password. Click the Test button to validate the connection information. Click the Generate button to copy-paste this information as a connection string in the text below.  

 

The new connection is available in the table below on the Manage Database Connection page. 

 

Navigate to the Form—Definitions page. Click the Actions—Create menu option. Provide a name for the new form's definition. Click the Create button to open the form designer page. 

Drag a few Textbox controls and the Lookup control to the designer canvas. 

 

Double-click the Lookup control to configure the Settings tab. You may provide a name for the control.

 

Double-click the Lookup control to configure the Conditions tab. Select the DB connection from the drop-down list. Provide the SQL select query. As shown below, provide the field mappings between the SQL columns and the form fields. Click the Save button to confirm the changes. 

 

You must scroll down in the dialog and map the database to the form fields. Let’s save the form and navigate to the form instances tab. Select the Form Instance and click the “Edit” button to modify the form design.  

The form instance should render as shown below. Click the Lookup button to view the pop-up window containing the result set from the SQL query. Select the row from the table and click the OK button. 

 

The selected row item values are mapped to the form fields below.