Dear Chris,
The case is indeed not too complex, but there is one issue. I assume that Person Responsible is a Person field, correct? Person/Group fields are not supported by Cross-site Lookup, just like they are not supported by regular lookups. I can only recommend to have an extra field in “Sections” to store Person Responsible as text, so it can be retrieved.
As for Budget field, you’ll just need to modify Cross-site Lookup -> Advanced -> Request Items code to this:
function (term, page) {
if (!term || term.length == 0) {
return "{WebUrl}/_api/web/lists('{ListId}')/items?$select=Id,Budget,{LookupField}&$orderby=Created desc&$top=10";
}
return "{WebUrl}/_api/web/lists('{ListId}')/items?$select=Id,Budget,{LookupField}&$orderby={LookupField}&$filter=startswith({LookupField}, '" + encodeURIComponent(term) + "')&$top=10";
}
Then you can retrieve Budget on the form with the following code:
fd.field('CrossSiteLookup').control('data')['Budget'];
P.S. In the future, it would be better to ask Forms Designer questions on the original forum, this forum is dedicated to Plumsail Forms, our newer product. But we are always glad to help!