Surface key details—like a Vendor’s Address or Phone Number—directly on your card without opening the related record. Lookup fields pull a read-only value from a Related Card and display it alongside your other fields. They’re perfect for on-screen review and for including related info in prints or exports.
Note: Customization is only available in no-code workflows. If your workflow doesn’t have these options, you can reach out to our team to discuss migrating to one that does.
At this time, customization features are only supported on Desktop. Please log in to your Coast at app.coastapp.com.
When to use a Lookup
- Show contact info from a linked Vendor/Customer on a Work Order or PO
- Display reference data (e.g., Account #, Status, Service Level) from a parent record
- Include related details in printouts and CSV exports without duplicating data
Before you start
- Your template/collection already has a Related Card field (e.g., “Vendor”).
- The related template contains the field you want to display (e.g., “Phone”).
Add a Lookup field (step-by-step)
- Click the Workspace Title at the top of your screen to open the Menu.
- Select Fields to manage how the form appears to workspace members.
- Select an existing Related Card field or add a new one (e.g., Vendor or Location).
- Under Options, choose Add Single Field Lookup.
- Choose the source field: pick the field on the related card you want to show (e.g., Phone or Address).
- (Optional) Rename the field label for clarity (e.g., Vendor Phone).
- Save. The value now appears on your cards and updates automatically if the source changes.
Notes & best practices
- Read-only: Lookup values mirror the related record; edit the source card to change them.
- One related record works best (e.g., a single Vendor per card) but multiple records are supported.
- Prints & exports: Lookup values are included in print layouts and CSV exports.
- Permissions apply: If a user can’t view the source field, the lookup may appear blank to them.
Troubleshooting
- The lookup is not visible: Ensure the Related Card is set and the source field has a value.
- Wrong value showing: Confirm the correct relation and source field are selected in field settings.
- Can’t edit the value: Expected—edit the value on the related card instead.