Record Autofill for Questionnaires

One-click Auto Filling from other records for Questionnaires

Video Demo:

 

Features:

  • When questionnaires are often filled out with similar answers to the previous ones or other referenced ones, business user wish to have a button help them copy over the previous answers and only fill the ones that changed, this saves a lot of time for business users and also making the questionnaire answering process much enjoyable.
  • No Archer Data Feed needed, all previous record data is copied over real time.
  • When user made some mistakes or forget what they’ve changed in the long list of questions, they could always hit the Auto Fill again to re-fill/reset the questions, there’s no limit how many times they could copy the values over.

 

Requirements:

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

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