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How to setup the Default Value Source for a Response Type of a form such that it retrieves data from a Response Type of another referenced form

Goal - To assist the user in setting up the default source of the Response Type of a question in a form such that it shows or retrieves the data that has been entered by the user in the Response Type of a different referenced form. 

This article is useful for an Admin user in the cases where the user usually enters the same data in a field which has already been entered by a different user for a field of a referenced form. As the changes here require the access to the Admin module, the user should be an Administrator with the required permissions to update the Form configuration.

  • Begin by logging to the CMO Application.
  • Go to Admin Module.

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  • Go to Forms. Go to the draft version of the form in which a Response needs to be edited to setup its Default Source.

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  • Go to the required Section.

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  • Go to the required Question.

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  • Select the required Response Type of the Question for which the Default source needs to be set up. In the 'Default Value Source' field dropdown - select Specific Form'.

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  • In the new pop up window - Select the Form, Section, Question and Response to copy value from. Click OK.

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  • Once done, click Edit and Save to save the changes.

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  • Publish the draft version of the form.

As a result shown below on creating the event, The Response Type (for which the Default source is setup) is automatically added with the information that has been added for the source.

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Please Note - The above example uses the response type 'Text - Multiple Line' however the Default Value Source can be setup for other Response Types as well.

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