How Do I Create a Lookup for a SharePoint Term Set?

To create a lookup from a SharePoint term set, do the procedure in this topic.

Video: Show Data from a Database on an eForm

SharePoint Type Screen



How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add a Auto Lookup Auto Lookup icon control:
      1. On the eForm Builder screen, in the Toolbox, open the Advanced Controls Advanced Controls icon tab.
      2. On the Advanced Controls Advanced Controls icon tab, drag a Auto Lookup Auto Lookup icon form control onto your eForm.
    • Change a Auto Lookup Auto Lookup icon control:
      1. On your eForm, click the control, and click Edit Edit icon.
  3. On the Configure tab, click Add Lookup Add Lookup icon.

Procedure

  1. On the Select Data Source Type screen, select SharePoint SharePoint icon as the data source for the lookup.
  2. Click Next.
  3. On the SharePoint Type screen, select SharePoint Lookup or SharePoint Term Set Lookup, and click Next.
  4. On the Lookup Details screen, in the Access Token field, select your SharePoint access token.

    To create a new access token, click Add Token Add Token icon. For more information, refer to Access Token for SharePoint

  5. In the Lookup Name field, enter a name for your lookup.
  6. Complete this field:
    Field Name Definition

    Lookup Type

    Function:
    Specifies the type of lookup procedure to do.
    Accepted Values:
    • Name/Value - The lookup gets data for specified name/value pairs.
    • Multiple Columns - The lookup gets data for more than one column.
    Default Value:
    Name/Value
    Example:
    Refer to:
  7. Click Next.
  8. On the Configure Lookup screen, do one of these