Using data from forms in other fields on form

asked on April 14, 2020

Hello,

I am creating a multi-page application, where different pages need to be reviewed by different people.

In order to make it less arduous for the applicant, I wanted to reuse information they have already supplied us with on the application.

I ask for name and contact information first thing, but a few other pages need this information, so those reviewing that page know who the application is referring to. I created the appropriate fields, and then under default value used the token picker to select the previous field where I asked that information, name, phone, email, etc. However, when I preview the form and fill in the original name, etc. fields, the information is not appearing automatically in the fields. I also tried inserting the field from the token picker under field label, but that did not work either.

Any ideas how to get the previously entered name and contact info to default to another page on the form?

Thanks!

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replied on April 14, 2020

If it's on the same form, you should use a formula to fill other fields. If you have the field First_Name on page 1 and another field First_Name_2 on page 2, you can set the latter to =First_Name and it will update as the user types into the original First Name field.

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View 1 previous reply

replied on April 14, 2020

Here's something you can try (and also something to know when using this method):

On your first page, you'll have the "original" values for each of these fields stored in the "original" variables. For First Name you can use the variable First_Name, Address can use Address...

In your later pages, you have new fields like First_Name_copy1, Address_copy1... and maybe even First_Name_copy2, Address_copy2 on subsequent pages. When you submit the form, ALL of these variables will be filled out. The original variable First_Name is what you should use going forward in your process, and all the copies should be ignored as they are just used to display data on other pages of the form. Because of this, here is an idea for other field types.

On page 1, use an address type field for Address. On page 2, use a single line field or multi-line field and set it =Address. The page 2 field is for display only so it doesn't matter what field type it is. When using the field later in the process, you'll use the original Address. The subsequent fields just need to be displayed. This will be easier for email. On page 1, use an email type to collect email. On pages 2+, use a single line set to =Email that will nicely display the previously entered email address.

Another note, it is a good idea to make all the copies read-only. If a user enters a first name on page 1, it will fill in all the other first name fields on pages 2+. However, if the user changes the value on page 2, it won't go back and update the page 1 field or any of the other pages. This solution only works when these fields are entered on page 1 and displayed in read-only mode going forward.

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replied on April 14, 2020

That got it. Thank you again!

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replied on April 9, 2021

Is there a way to also use the =FieldValue to populate from a collection or table?

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Using data from forms in other fields on form

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