Record Autofill for Questionnaires

One-click Auto Filling from other records for Questionnaires

The Auto Fill feature simplifies the process of completing questionnaires by allowing business users to quickly pre-fill fields with data from existing records. This feature is particularly useful when answers are often similar to previous submissions, saving valuable time and making the entire process more efficient and user-friendly.

Key features include:

• Pre-fill Questionnaires – Automatically populate a new questionnaire with data from an existing record by linking it and clicking the Auto Fill button.
• Real-time Data Copying – No need for Archer Data Feeds; previous record data is copied over instantly.
• Customizable Fields – All fields can be edited after pre-filling, allowing users to modify any data as needed.
• Reapply Auto Fill – If a user makes a mistake or forgets changes, they can hit Auto Fill again to reset the fields, with no limit on how many times the data can be copied over.

This feature streamlines the questionnaire completion process and enhances user experience, allowing users to focus on changes rather than re-entering repetitive data.

Video Demo:

Requirements:

• Custom Object
• No Archer Control Panel access needed
• No ODA needed