Okay, so to give this question some context:
I have a fairly large form that I'm building for whenever our employees have a qualifying change event and need to make changes to their benefits. My plan is to have them fill out the first page with the details of the event and what changes they want to make, and based on those responses, make other pages on the form appear that they will be required to fill out. Each page is essentially a digital version of an existing paper form that we have today.
Since so many of the forms require the same personal info for you, your spouse, and/or your dependent (first, middle, last, DOB, SSN, & sex), what I'm trying to do is create another page titled "Personal Information" where they enter all of this information for themselves, their spouse, and their dependents, and then use that information to pre-populate all of the other corresponding fields on the form so they don't have to do any duplicate entry.
This is super easy to do for self and spouse, since there is only one of each, but for children/dependents, I'm struggling to determine how best to do that, and would love some advice if anyone has any.
The goal is to have them select how many dependents they need to make changes for (either via a collection where they can add as many as needed, or a drop down where they can select 1-6 and based on that selection, show the corresponding fields based on a field rule), and then add that information for each dependent. Then, later on in the form, if they only need to add one of those four dependents to a plan, for example, they could type in one field (I'm thinking either SSN or first name), and then based on that, it would populate the rest of the information for that individual.
I've tried building out multiple ways of accomplishing this but keep realizing a flaw in my design when I go to try building the formulas to populate the data.
If anyone has any thoughts on how to accomplish this, I'd love to hear them! This has been stumping me for days and I thought it was finally time to ask for some help :) Thanks everyone!