Data sources can be used to populate a series of fields in a form based on the answer to previous question. For example, a form could allow a user to select a part from a list, and the answers for part number, part description, and part cost could be automatically filled in from the data source.
- Create a form and upload a data source with two or more columns. Reference the data source in a radiobutton or dropdown question as detailed in this article.
- Create a Target Question. Questions populated by a data source are typically textboxes with a text or number data type. Target questions are typically set to “read-only,” but this is not necessary.
- In your dropdown/radiobutton question properties, under Data Source Configuration check the Collect Additional Answers box.
- Add Additional Answers and associate the desired Source Columns with the Target Questions to be populated. For this example, the dropdown question will reference the “Customer” column of a data source, and the following questions will be populated with "Phone Number," "Region," and "Address" columns.
- By default, the Generate box will be checked. This will generate a new question to be populated by the source column. This is not desirable if attempting to autopopulate existing fields in a form.
WebClient users may experience compatibility issues in the case of data sources populating questions on the same page; if the form will be used on these devices, the fields to be autopopulated should be on a separate page following the dropdown/radiobutton question.
Please note that the webclient is no longer supported or updated: new features may not work.
When using a data source with date/time formatted data, please ensure that it follows the appropriate ISO format:
Should this be incorrectly formatted, the push will fail on iOS. Android has more permissive handling in that it allows the seconds to be omitted.