I'm fairly new to this whole system, and have been brought on to fix an HR process for goal setting and performance evaluation, so please bear with me!

One of the things they've asked me for is a way to select a job title from a list, and then have a set of pre-written goals matching that title automatically fill in. I know how to make the lookup rules work once the data source is attached to the process, but I'm not sure how to go about setting that up.

It's important that the source can be easily updated, e.g. they initially set a goal for the coop student position to convert 3 processes to Laserfiche during a work term, but after the first batch of students came through they realized that wasn't enough work and want to change it to 5 for the next batch. This needs to be changed at the source instead of in the form itself because you might have 20 odd people in any given position and the changes may be more substantial than just swapping a number.