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  • 1.  Fill form from List selection

    Posted 11-01-2021 13:11

    If I upload a Data Source with a list of customers that includes other cells of information, can I select a customer from a list in the form and have multiple fields then populated from other cells in that data source?

    My application would be a contractor selecting a customer from a list, and then having their phone number, address, city/town, state, and work order number automatically filled in on the form all in a single step.

    I have successfully added a data source, and I can reference it for information but I am struggling to populate multiple fields in this single step. 

    Thank you. 



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    Todd Garthaffner
    Network Manager
    Waitsfield and Champlain Valley Telecom
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  • 2.  RE: Fill form from List selection
    Best Answer

    Posted 11-01-2021 13:58

    Hey there Todd! 

    By the sounds of it, you are so close! 

    If you have a data source created already containing all the information that you would like to be pushed into the form, then you will need to go into the Form Builder and create a Dropdown or Radio Button question (Dropdown would be better in your case) and then configure that dropdown question to push values into other questions. 

    In the Options tab of the dropdown question, the piece you are looking for is under the Options tab and all the way at the bottom. Here is our documentation about this feature: Populate Answers in a Regular Section and focus on the "Populate Answers in a Regular Section" section of the article for exactly what you are trying to do. 

    Please do let us know if you have any issues or questions around this!



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    Ian Chamberlain
    Implementation Specialist
    ProntoForms
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  • 3.  RE: Fill form from List selection

    Posted 11-01-2021 14:01
    Ah... it was literally RIGHT THERE!

    Thank you Ian, that is what I wanted to do!

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    Todd Garthaffner
    Network Manager
    Waitsfield and Champlain Valley Telecom
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