Add a record picker to your form

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How it works

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Common use cases

• Employee Onboarding: Let HR select a manager, department, or mentor
• Equipment Checkout: Allow staff to select equipment or devices from a database
• Course Enrollment: Let students pick existing courses or programs in an enrollment form
• Vendor Requests: Link purchase requests to existing suppliers or vendors
• Content Management: Let authors select an existing category, project, or campaign

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Add a record picker

1

Link records

On your Zite database, link tables by following these quick steps.

2

Connect your form

Open your Fillout form. Go to Integrate on top and choose Zite Database. Then, set your preferences.Zite automatically maps matching fields when available. If not, you can manually drag your database columns (on the left-hand panel) into the form.

3

Insert record picker field

For example, let’s allow our employees to request for budget approval through a form. They can select their name from the Employees table. Their response is recorded in the Budget Requests table and linked to them.Drag the record picker into your form. This becomes your dropdown for selecting records.

4

Publish and share

Click Publish on the top right to reflect the changes.That’s it! Respondends can now select records from your database. 

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Advanced features

• Fields to show - choose which database fields are visible instead of showing all record details
• Field to search by - allow lookup using a field other than the primary field
• Filters - show only selected records based on conditions you set

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