Add a reference field Add reference fields to a table using the same method as for any other field. Before you beginRole required: personalize_form About this taskThe related table also appears in the Available Tables list for future form customizations. Procedure Open the desired form. Right-click the header and select Configure > Form Layout. Use dot-walking to locate and select the field in the referenced table that you want to add. It appears as Table name.Field. For example, the caller's email address appears as Caller.Email. Click Save. Display a reference field as a choice list You can display a reference field as a choice list instead of opening a lookup window.