Autofill Configuration

Pulling a field's value live from another (relational) SmartTable.

System Admin Only

Autofill lets a smarttable field pull values from another SmartTable, and optionally auto-populate other fields on the same entry once a value is picked. This is configured entirely here, per field, in the accordion sections that follow — not in the SharePoint entry sheet (see Entry Sheet — Column Reference). This one config screen actually covers two different linking modes: a normal relational lookup, and a non-relational field link. Which one applies depends on whether the source table is a relational SmartTable.

Mode 1 — Relational Lookup

The common case: pulling a value from a SmartTable that has Is Relational SmartTable enabled (see Workbook & Creating a SmartTable), which is what makes it queryable as a live lookup source.

Expand the accordion section containing the field
Toggle the autofill switch ON for the desired field
Select the Related SmartTable (must be a relational smarttable)
Select the Column from the related smarttable to pull values from
Optionally select one or more Distinguisher Field(s) — shown as a subtitle under each option in the dropdown, to tell apart rows that would otherwise look identical (e.g. two "John Smith" rows distinguished by an Employee ID subtitle)
Optionally set a Filter Column and Filter Value to narrow which rows are even eligible
Select Linked Fields — other fields that should auto-populate when this field's value is selected

Setting	Description
SmartTable	The relational smarttable to pull data from
Column	Which column from the related smarttable provides the dropdown values
Distinguisher Field(s)	Optional: one or more columns from the related table shown as a subtitle under each dropdown option, to disambiguate similar-looking values
Filter Column	Optional: filter the related smarttable's data by this column
Filter Value	Optional: only show rows where the filter column matches this value
Linked Fields	Other fields in the same section that auto-populate when this field is selected. Enabling a linked field automatically enables autofill for it.

💡 Linked Fields Example If you have fields "Employee Name" and "Employee ID" in the same section, configure autofill on "Employee Name" with "Employee ID" as a linked field. When the user selects a name, the ID fills automatically.

Autofill also works inside table fields — a column within a Handsontable multi-row grid can be configured the same way, so picking a value in one row's cell autofills other cells in that same row.

Mode 2 — Non-Relational Field Link

For linking to a field on a SmartTable that isn't relational — there's no queryable SQL mirror table to look values up from, so instead this mode matches a specific row by comparing one of that source table's own fields against a value (either typed in here, or taken from another field on this entry) and pulls that row's field value across.

Setting	Description
Source SmartTable	The (non-relational) smarttable to pull a value from
Source Field	Which field on that smarttable's entries provides the value
Distinguisher Field(s)	Optional, same purpose as Mode 1 — disambiguating subtitle when the match could resolve to more than one entry
Match Field	Which field on the source smarttable's entries must match, to pick the right entry
Match Value	What the Match Field must equal — either typed as a fixed value, or toggled to pull from another field on this entry instead of a fixed value

ℹ️ When to use this instead of Mode 1 Use Mode 1 whenever the source table can be made relational — it's simpler and supports live search-as-you-type. Mode 2 exists for the case where the source SmartTable can't (or shouldn't) be relational, but you still need one specific value carried across based on a match condition.

Accordion User Restrictions

Each accordion section can be restricted to specific users:

Expand the accordion in settings
Use the "Allowed Users" multi-select at the top
Select "All Users" or specific users who can see/edit fields in that section