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Auto-Populate Form Sections

Your administrator can add sections to forms that you can quickly auto-populate with pre-existing information. Use the following steps to auto-populate a form section.

  1. When adding or editing a form, a search field will be displayed in a section that you can auto-populate.
  2. Type in the search field to look up data entries.
  3. Select a search result to populate the section’s fields with the entry’s information.

You can see all data entries for the section by clicking the View All or magnifying glass () button, where you can also search for and select entries.

The section’s fields may not be editable after you select an entry if it has been configured as read-only. Click the “X” button to clear the section’s fields. 

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Set Up Auto-populating Form Sections

Administrators can set up auto-populating form sections by creating data forms. See the full steps on configuring data forms in Set Up a Data Form.