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Question

Default Variables in Forms

Forms Laserfiche
Updated June 20, 2018
asked on June 19, 2018

I am trying to pull the variable for what is entered into the following field:

 

And place it into a field further down in the same form:

 

I am not sure why these variables are not populating, I set the same variables in the process diagram for the email that gets sent and they show up perfectly fine from there.

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Answer

SELECTED ANSWER
replied on June 19, 2018

Hi Ashleigh,

The "dataset" variables will not work within the same form because technically those values are not updated until the form is submitted.

As a result, if you use {dataset/variable} as a default on the same form in which it is first populated, you would get no result until the next step in the process.

However, what you are trying to accomplish can be done with Functions. Instead of setting the default, set a function that will match the value of your second field to that of the first field.

It looks like you are using Tables/Collections, so I would need a bit more information to provide a working example, but a basic example would be to go under the "Advanced" tab and enter something like this in the Function field:

=Server_Question_1.Client_Steps

The ">" button will give a list of the available values to make sure you get the right ones.

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View 1 previous reply
replied on June 19, 2018

YES! That worked perfectly. Thanks you so much!

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replied on June 19, 2018

What if I wanted to add multiple field entries to that same Client Next Steps field? I tried using multiple formulas but I didn't expect it to work with more than one. I was looking into passing it off to Workflow but I am struggling to find the best way to do that.

The end goal is to have all fields that have client next steps in it, will be summarized in the main Client Next Steps at the bottom of the field so we do not have to enter it again.

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replied on June 19, 2018

It depends on exactly what you mean. If you're just talking about listed them all off like

field1, field2, field3

Then you can use Concatenate, but 10.2.1 and earlier had a bug that would strip any whitespace you put between the values.

Something like CONCATENATE(field1,", ",field2,", ",field3)

Not sure if you can put line breaks as I haven't tried that before.

Worst-case scenario, you put them all in with CONCATENATE and a comma or something to separate them, then use the token editor in workflow to split them on the comma and rejoin with a line break and send it back to Forms.

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replied on June 20, 2018

Ahh okay so this did work, I am having the issue with the white space but I can get around that. Thanks you so much for your help, I think I am all out of questions for you :)

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