---
title: "Global Lookup Forms"
slug: "global-lookup-forms"
updated: 2026-05-22T13:25:19Z
published: 2026-05-22T13:25:19Z
canonical: "docs.interprose.com/global-lookup-forms"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.interprose.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Global Lookup Forms

## What is a Global Lookup Form?

Forms are used when standard ACE fields do not capture the data you need.

A Global Lookup Form extends this by allowing you to standardize and reuse that data across multiple forms. It stores a centralized list of values that users can select from instead of entering free text.

## Overview

There are three components:

- Global Lookup Form

A standalone form that stores reusable reference data
- Lookup Field (Field Type = LOOKUP)

A field used in other forms to select data from a Global Lookup Form
- ETL Load Method = Lookup Form

Used to import data into a Global Lookup Form

## Form Requirements

- Global Lookup Forms must be:
  - Standalone
  - Multi-Instance
- Forms that use Lookup Fields:
  - Do not need to be multi-instance
  - Do not need to be standalone (unless required by your use case)

## How It Works

Global Lookup Forms follow a simple 3-step process:

1. Create the Global Lookup Form
2. Load lookup data
3. Add a Lookup Field to another form

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Lookup Flow v2.png?sv=2026-02-06&spr=https&st=2026-10-31T16%3A39%3A14Z&se=2026-10-31T17%3A39%3A14Z&sr=c&sp=r&sig=Gc7apqaah7zbvFdLmQtTRff6lcPQ2XrmG5bEERvAOto%3D)

Image Displays Global Lookup Forms Workflow Diagram

## Step 1: Create a Global Lookup Form

#### Create the Form

1. Go to **Setup → Forms → New**
2. Configure:
  1. Form Config Type: Lookup
  2. Location: Standalone
  3. Allow Multiple Instances: Enabled
  4. Assign appropriate roles/permissions
3. Click Apply

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot 2026-05-06 101619.png?sv=2026-02-06&spr=https&st=2026-10-31T16%3A39%3A14Z&se=2026-10-31T17%3A39%3A14Z&sr=c&sp=r&sig=Gc7apqaah7zbvFdLmQtTRff6lcPQ2XrmG5bEERvAOto%3D)

Image Displays Example Global Lookup Form Configuration

#### Add Form Fields

1. Add the Primary Key field
  1. This is the value users will see in dropdowns
  2. Example: Item Type (String)
2. Add additional fields as needed
  1. Example:
    1. Item Description (Text Area)
    2. Manufacturer (String)
3. Click Save

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot 2026-05-06 102023.png?sv=2026-02-06&spr=https&st=2026-10-31T16%3A39%3A14Z&se=2026-10-31T17%3A39%3A14Z&sr=c&sp=r&sig=Gc7apqaah7zbvFdLmQtTRff6lcPQ2XrmG5bEERvAOto%3D)

Image Displays Example Form Fields Configuration Highlighting the Primary Key Field

#### Verify Setup

1. Open the form
2. Confirm all fields are present
3. Click Manage Lookup Rows

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot 2026-05-06 102318(1).png?sv=2026-02-06&spr=https&st=2026-10-31T16%3A39%3A14Z&se=2026-10-31T17%3A39%3A14Z&sr=c&sp=r&sig=Gc7apqaah7zbvFdLmQtTRff6lcPQ2XrmG5bEERvAOto%3D)

Image Displays Example Global Lookup Form configuration highlighting the “Manage Lookup Rows” button

## Step 2: Load Lookup Data

### Option A: Manual Entry

1. Open the Global Lookup Form
2. Click Manage Lookup Rows
3. Click New
4. Add or edit records
5. Save

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/global lookup form.gif?sv=2026-02-06&spr=https&st=2026-10-31T16%3A39%3A14Z&se=2026-10-31T17%3A39%3A14Z&sr=c&sp=r&sig=Gc7apqaah7zbvFdLmQtTRff6lcPQ2XrmG5bEERvAOto%3D)

GIF: Manual entry of lookup records in a Global Lookup Form using “Manage Lookup Rows”

### Option B: ETL Import Profile

#### Prepare the File

1. Create a CSV file
2. Include:
  1. Global Lookup Form Identifier or Form ID
  2. Columns for each field
3. Ensure:
  1. Row 1 = headers
  2. Data starts on row 2

#### Create Import Profile

1. Go to Accounts → ETL Import Profiles
2. Create a new profile
3. Set:
  1. Load Method = Lookup Form
4. Add a name and description

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/ETL Load Method Lookup Form(1).png?sv=2026-02-06&spr=https&st=2026-10-31T16%3A39%3A14Z&se=2026-10-31T17%3A39%3A14Z&sr=c&sp=r&sig=Gc7apqaah7zbvFdLmQtTRff6lcPQ2XrmG5bEERvAOto%3D)

Image: ETL Import Profile highlighting the “Lookup Form” load method selection

#### Upload and Map

1. Upload the CSV file
2. Set Start Row = 2
3. Map:
  1. Form Identifier/Form ID
  2. Each column to the correct field

#### Load and Verify

1. Run the import
2. Return to the form
3. Click **Manage Lookup Rows**
4. Confirm records loaded successfully

## Step 3: Add a Lookup Field to Another Form

#### Create or Open the Related Form

1. Open or create a Debt, Client, or Debt Trans form
2. Set:
  1. Location: Standalone
  2. Allow Multiple Instances: Enabled (if needed)

#### Add the Lookup Field

1. Add a new field
2. Set:
  1. Field Type = LOOKUP
  2. Lookup Form = [Your Global Lookup Form]
3. Click Save

#### Use the Form

1. Open an account, client, or transaction
2. Add a new form record
3. Enter standard field values
4. Select a value from the lookup dropdown
5. Click Save

> [!NOTE]
> Please Note: Form Visibility
> 
> If the form does not appear immediately on the account, client, or transaction screen:
> 
> - Refresh the page or clear cache
> - In some cases, a short delay may occur after creating or updating forms

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Account Lookup Global Form Usage(1).png?sv=2026-02-06&spr=https&st=2026-10-31T16%3A39%3A14Z&se=2026-10-31T17%3A39%3A14Z&sr=c&sp=r&sig=Gc7apqaah7zbvFdLmQtTRff6lcPQ2XrmG5bEERvAOto%3D)

Image: Account form with a Lookup Field displaying available values in a dropdown for user selection

#### View Lookup Details

1. Open the saved form record
2. Click View Lookup
3. The lookup record opens in a read-only view in a new tab

## What Users See

- The Lookup Field appears as a dropdown list
- Values come from the Global Lookup Form
- The displayed value is based on the Primary Key field
- If blank, the system displays the row ID

## Reporting

SQL reports that include form data can use joins to resolve lookup fields to their corresponding lookup form values.

In this example:

- Account form table: FORM2
- Lookup field: lookup_to_catalog
- Lookup form table: GLOBAL_LOOKUP_1
- Display field: unique_value

The lookup field stores the selected lookup form record ID. By joining FORM2.lookup_to_catalog to GLOBAL_LOOKUP_1.id, the report can display GLOBAL_LOOKUP_1.unique_value instead of the stored ID.

```pgsql
SELECT
    FORM2.id AS "Id",
    FORM2.debt_id AS "Debt Id",
    FORM2.created_by AS "Created By",
    FORM2.create_date AS "Create Date",
    FORM2.last_updated_by AS "Last Updated By",
    FORM2.last_update AS "Last Update",
    FORM2.form2_field1 AS "Form2 Field1",
    GLOBAL_LOOKUP_1.unique_value AS "Lookup To Catalog"
FROM FORM2
LEFT JOIN GLOBAL_LOOKUP_1
    ON FORM2.lookup_to_catalog = GLOBAL_LOOKUP_1.id
ORDER BY
    FORM2.id;
```

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/image - 2026-05-07T150722.796.png?sv=2026-02-06&spr=https&st=2026-10-31T16%3A39%3A14Z&se=2026-10-31T17%3A39%3A14Z&sr=c&sp=r&sig=Gc7apqaah7zbvFdLmQtTRff6lcPQ2XrmG5bEERvAOto%3D)

Image: Example SQL Report Output for Global Lookup Form