Set Up a Lookup Database
Firstly you will need to create or use an existing lookup database, ensure it has a column linking each item/service to a specific package (e.g., "Package 3").
You will need to ensure the package names match exactly across all columns.
Connect the Database to Your Form
Go to the Web Portal > Forms > Existing Templates, click the template ID and open the Form Builder.
Add a text field for the package selection then add fields for items, quantities, prices, etc.
Configure the Lookup Settings
Click the text field to open its settings > Lookup, select your database and choose the main title column (e.g., PackageNumber).
Click Add Group and group by the same column, check Multiple Entries for multiline data.
Map the Data
Click Add Items to map:
Database columns (e.g., Item, Quantity, Price)
Form fields (e.g., text field, number field, price field)
Publish the Template
Once published, selecting a package (e.g., Package 3) will auto-fill the related items, quantities, and prices into the form.