Some TouchPoints or referral forms are completed multiple times for a Participant. To ease the burden on the User completing it, you can set the form to carry over answers from the previous time a User recorded the form for that particular subject.
If more than one form element is set to pre-populate, those same form questions will pre-populate in all scenarios.
Step 1 – Navigate to the proper management page.
Navigation Bar > "Site Administration" > Manage TouchPoints or Manage Referral Forms
Step 2 – Click on the Question Settings button and select "Pre-populate answers" from the drop-down.
Step 3 – You will have three initial options:
Allow pre-populate within Site:
Allows forms completed in the one Site to populate other forms completed in the same Site. This selection must be made in the master and the copied form.
Allow pre-populate from other Sites:
Allows forms completed in other Sites to populate other forms completed in this Site. Forms completed in other Sites must have the previous selection checked off.
Note: In order for this setting to work, you must first enable the form to "Share Responses Across Enterprise" in the Security Settings.
Pre-populate with response when using Add Similar:
When a User clicks Add Similar (from the Recent TouchPoints ETO Part or using a Dashboard Report hyperlink), the form will automatically be pre-populated with that response.
Step 4 – Once you have allowed the form to pre-populate, you will then see all of the questions in that form. Check the box next to the question(s) that you want to pre-populate with previous answers.
Step 5 – Click the Save button to save all of your changes.
Pre-populating questions and/or responses can save Users a lot of time when taking a TouchPoint or referral form multiple times for the same subject.