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Revamped remote lookup for form fields
Forms
Date
Jan 2, 2026
Plans
Corporate and above
Most processes act like islands. You have vendor details in one app and purchase orders in another, and they ignore each other. The newly revamped Remote Lookup connects your form fields directly to those external data sources. We didn't just polish the UI; we rebuilt the configuration experience to make connecting your data less of a struggle.
You can now set up cross-process lookups with speed and precision. Filter the results, select the exact columns you need to display, and ensure your users are always working with a single source of truth. It eliminates manual entry errors and keeps your data synchronized across the board. Take a look at the help guide to get started.