Overview

This guide walks you through how to use the Autofill Preview feature to pull information from a previously completed form into your current assignment. This can save time and help ensure consistency across your documents.

What does Autofill do?

Autofill allows you to pull existing data from another form (the source form) into your current form using Dataflow. This is especially helpful if you’ve already entered the same information elsewhere.

Steps to Autofill a Form

1. Open your assignment
   Navigate to the form you want to complete.
2. Click the Dataflow icon
   This is typically located within the form toolbar.
3. Select “Preview Autofill”
   This will open the autofill preview window.
4. Choose the correct source form
   In the Dataflow Autofill Source Form dropdown, select the correct instance of the form you want to pull data from.
   Tip: Make sure you’re choosing the right version if you have multiple submissions.
5. Review the autofill preview
   You’ll see a preview of the data that will be pulled into your current form. Double-check that the information is accurate.
6. Click “Apply Autofill”
   If everything looks correct, apply the autofill.

Once applied, the fields from your selected source form will automatically populate in your current form based on the Dataflow setup.

Troubleshooting Tips

• Ensure that the original form has been marked as completed before attempting to pull data to the next form.
• If the information looks outdated or incorrect, you may need to update the original form first.
• If you don’t see the Autofill option, dataflow may not be set up for that form.