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How to filter responses to the Subject's Name using a Response Cross Reference element
How to filter responses to the Subject's Name using a Response Cross Reference element
#Forms Touchpoints
Updated over a week ago

This question type allows users to select and link a response from another TouchPoint when recording a new TouchPoint response. "Choices" (i.e. the responses) will display in a drop-down menu in a display format specified by an administrator. Additional filtering on what type of responses display can also be set, such as by the individual Participant or Entity.

Step 1 – Create a new TouchPoint element by clicking on the Add Question button while editing a TouchPoint.

Step 2 – Select Response Cross Reference.

Step 3 – Name the question.

Step 4 – Select the target TouchPoint from the drop-down menu list to pull responses from.

Step 5 – Select the appropriate elements to pull over based on your needs.

Step 6 – Under the elements selected, click on the green +/- icon next to the word "AND."

Step 7 – Change the "Subject Type" drop-down menu to "Subject Name" as shown above.

Step 8 – In the text box, type "@SubjectID" as shown above.

Step 9 – Click on Save.


The following contextual filters for a Response Cross Reference elements can be applied:

  • Subject Type: @SubjectTypeID

  • Subject Name: @SubjectID

  • Recording Staff Member: @AuditStaffID

  • Program: @ProgramID 

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