Using Dynamic lookups – summary

Forms can have any number and combination of these four types of Lookups in them. The lookups are set up by your System administrator and IT department and can even cleverly interact with each other – for example, the Location you enter can be used to determine what Practice groups will be displayed based on your IT department’s data about what Practice groups are valid for each Location.

As some Lookups rely on automatic identification of the user, it is quite common for there to be different versions of forms with Lookups for use by staff and clients.

RefTracker operations staff users can stop reading at this point. The remaining information is for System Administrators who are responsible for setting up forms to meet your organisation’s specific needs.