Pendragon Forms Reference Forms

If you have reference data that you want to copy into a record, you can create a reference form. You can then do a lookup to the reference form from another form.

How it works

The parent form includes a Lookup List field with the name of the reference form. This field displays a Lookup button on the handheld.

Tapping a Lookup List button in the parent form displays a list of records from the reference form.

When a record is selected from the list, data from the reference form is copied to matching fields in the Parent form. The user is then returned to the parent form. See the Design Tips box above for more information about matching fields.

Reference Form Options

If your reference list will have more than 500 items, you may want to use the faster lookup mechanism available in a Read-Only Reference form.

Subform & Reference Form Design Tips

Fields must match exactly

In order for data to be copied, the field name and the field type must be the same in both the reference form and the form that is doing the lookup. Field names are case sensitive and any punctuation or spaces must be the same. Data from all matching fields will copy from the reference form.

Certain field types cannot be copied

Signature fields, sketch fields and Image fields cannot be copied from one form to another.

Additional Information:

For more information about using Pendragon Forms database synchronization, please consult these chapters in the Pendragon Forms Reference Guide.

Chapter 7: Field Types

Chapter 20: Working with Multiple Forms

Get the Pendragon Forms Reference Guide

If you have already installed the Pendragon Forms evaluation, the Reference Guide is available by clicking the Windows Start button ... Programs ... Pendragon Forms ... Reference Guide.

The Pendragon Forms Reference Guide is also available online. (6.1MB, PDF download. Right-click on this link and choose Save Target As...)