Multi form merge/auto-population

To simplify our customer onboarding process, we need to have multiple onboarding forms populated at a single data entry point. For instance, we have a group of forms that when we have a new customer onboarding, we can pre-populate the company name, address, etc.. that will then transfer over to the rest of the documents so that the customer doesn't have to worry about it themselves. It would also be great if on the first form, there is a data field that the customer populates and then it populates the similar field on the forms that follow to speed up the whole process.
Can FormCentral help me with this?

Hello,
Actually i have a resource object as "Laptop" suppose, so for me the user defined fields are Laptop_type, RAM value, ROM Value and Emp ID.
These fields are made visible as UDF through Pre-pop adapters and all the other required settings.
While provisioning the same in the xlWebApp console I am populating them.
The resource form for me (Form Designer for the resource object) is made visible and i am filling in values while provisioning.
Now while sending the mails these values should reflected in the mail body for the fields.
Eg: Subject [hi] Mail body [ The following resource has been provisioned. Laptop_type : Dell, RAM value: 512, ROM value: 40, EMP ID: 123] where these values are filled in the resource form while provisioning the resource object.
Pleased let me know how can i send such mails through config settings in OIM. Right now my mail simply looks like
Eg: Subject [hi] Mail Body [The resource has been provisioned to you]
Thanks again.
Pooja.

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I have a few questions regarding fillable forms- any feedback would be greatly appreciated.
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You might want to explain exactly what you mean by "autopopulate". The answer is yes, it's certainly possible, but may need some scripting depending on exactly what it is you want to do.
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Hi All,
I was wondering if anyone had experience in reverse auto-populating data from a BP within a shell to that same shell's attribute form or a single record instance BP like Project Information.
My use case is that I have 7-10 BP's that gain more definition and have data within in them that changes from phase to phase. This leaves a need for one place with the most current information, which I thought Shell Attributes or Project Information.
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I recommend to add one more condition in Form Load to make the form not be populated with current user’s information (You can change Title to another column which should not be blank when users create a new item).
Best regards,
Victoria
TechNet Community Support
Please remember to mark the replies as answers if they help, and unmark the answers if they provide no help. If you have feedback for TechNet Support, contact
[email protected]

To stop Auto population of a field

Hi:
For UK,in IT0077,there are fields for veteran status.The non-veteran field is getting auto populated.I want to stop its auto population.How to do that?
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Hi Kamini,
Module pool - MP007740
Form set_vet_status.
Makes that field checked - "Non-Veteran".
This form is called in module pool MP007720 - Module P0077A - PERFORM set_ver_status.
In summary, it is a standard code and should not be changed.
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Auto-populated ID field?

Can I create an auto-populated ID field? Trying to create a unique record ID for an incident report form.
Thanks

Depends how many responses you anticipate, I therefore realise not ideal, a workaround I have used is;
Import responses into Excel.
The Date / Time field, whilst displayed as Date and Time, is in fact encoded.
By re formatting that column in Excel to, for instance, 'Number' (with no decimal places), you get a code for the day.
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How to auto populating the field in MS crm

How to auto populating the field in MS crm

Hi,
To populate URL of account based on account name please refer this link.
If you are asking about the address auto populate/complete refer this link
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function getAccountDetails() {
var companyName = Xrm.Page.getAttribute("customerid").getValue();
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var companyNameID = companyName[0].id;
var serverUrl = Xrm.Page.context.getServerUrl();
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//alert(odataSelect);
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type: "GET",
contentType: "application/json; charset=utf-8",
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Regards, Rekha.J

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Hi,
I need a text field to be auto populated as the sum of 2 fields when the user enters them.How can this be done?
Regards,
Vignesh

Hi Vignesh,
Given your two items to sum are P1_FIELD_1 and P1_FIELD_2, and the item to hold the sum is P1_SUM.
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If you find this information useful, please remember to mark the post "helpful" or "correct" so that others may benefit as well.

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Hi Experts,
I have a requirement where I need to auto-populate the Notes field with some text.
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Hi Michael,
Thanks that was helpful and worked although I now appear to have another problem.
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I have a project with FPGA (specifically a couple cRIO targets).
I have a build spec for a PC target, then a target that's set up for Scan Mode, then a couple targets set up for FPGA mode.
When I try and build the FPGA or Scan Mode targets, I NEED to have the entire code folder (and sub-folders) in an auto-populating folder.
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Hey Jed,
It sounds like the problem you are having is coming from a file path issue. When you manually add folders as "Snapshot" the file paths are set and will generate errors if the files are moved. The autopopulating folder updates file path locations so you don't have those same issues. Debug mode allows for the file paths to be reassociated, but at the expense of time, and in some cases resources. Enabling debugging will cause the compilation to take longer.
You wrote:
So what I am trying to say is that ALL I did when I removed the auto-populate was to click "Stop Auto Populate" and moved the Top-level VI up one folder level within the project. This causes it to fail compile (unless debugging is checked).
This makes complete sense. By moving ANY VI in a project and not having the folder set to auto-populate or having debugging enabled will cause an error because that VI that you moved isn't where it is supposed to be. This is the way that projects and the compilation of programs was designed.
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Ben N.
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Excel import to create forms with pre-populated fileds

Can/how do I create forms with pre-populated fields from an external data source like Excel? Example: I would like to create 100 forms with pre-populated name fields from an Excel document containing 100 names.

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Sorry, we don't currently support creating forms with pre-filled data.
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I recreated the profile in outlook... same thing.
I created the profile with outlook 2013... same thing.
There is only one user profile setup in Outlook.
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So are you saying that the from button is filling the option with the original senders address (eg the person who sent the message to your user), or that it's filling in the your users address (in which case I don't understand what the issue is, since
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hi,
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Hi,
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Sachin

Hi,
Suppose an order has been created of 100MTS and been Dispatched & Billed only 90 MTS.Now rest of 10 MTS ,you dont want to dispatch.Then in that case , Marketing person will mention the Reason of Rejection like Order Shortclosed.Now if you will see the Status of order in Document Flow , it will be closed.
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Best Regards,
Ankur

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