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Auto-Populate Forms

Your administrator can configure forms so that you can quickly populate their fields with pre-existing information. Depending on your application's configuration, Case IQ may pull this data from another application that your organization uses for case management, such as your human resources information or ticketing system. 

On a form that you can auto-populate, you will see a search box either at the top of the form or in a section. If the search box is in a section, you will only be able to auto-populate fields in the section. 

Auto-populate search bar in a section on a form and at the top of the form.

To auto-populate fields on a form:

  1. Click the search box. If you do not see a search box, click the Edit button on the record.
  2. Type in the search box to look up data.
    1. If this lookup is integrated with another application, Case IQ will show any previous results it found. Hit Enter or Return on your keyboard to see new results for your search. 
    2. You can also click the magnifying glass () button to see more details on the results.
  3. Select a search result to populate the form's fields with that data.

The fields may not be editable after you select a result. Click the “X” button beside the search box to clear the auto-populated fields.

Delete

Set Up Auto-Population for Forms

Administrators can set up auto-population for forms in two different ways:

  1. Data forms: you can configure data forms for simple auto-population. This allows investigators to pull information into a form section from data entries in your Case IQ system. See all steps to configure data forms in Set Up a Data Form.
  2. Form lookup integration: if the information you want to populate in forms is in another application that your organization uses, you can set up a lookup integration. For example, you can set up a lookup integration with your organization's HRIS to pull up-to-date information about your employees into Case IQ forms. See how to configure a lookup integration in Set Up a Lookup Integration.