Prepopulation of Forms Data

Once the forms are updated with tags, relevant data is prepopulated when users open the forms.

Prepopulation of forms data can help users save time by populating basic information that appears on the assignment screen. It also helps minimize the risk of transcription errors since data is automatically pulled from the forms.

In order for prepopulating to work, a cb Admin user, will drag and drop a form a component, and then add tags within the API tab. These tags correspond to fields in the Unit of Work screen.

Fields and tags

Record	Field	Field Type	Form Tag (case sensitive)
Case	Case name	Text field	gql_case.name
	Goals	Text field	gql_case.goals
	Case status	Text field	gql_case.status.name
	Case type	Text field	gql_case.type.name
	Case legacy id	Text field	gql_case.legacyId
	County	Text field	gql_case.county.name
	Case assignee (primary)	Text field	gql_case.primaryAssignee.user.fullName
	Case assignees (all)	Select	gql_case.assignees.user.fullName
	Case people (all)	Select	gql_case.people.person.fullName
Track	provider name	Text field	gql_provider.name
	provider phone number	Text field	gql_provider.contactNumber
	provider email	Text field	gql_provider.email
	provider ein	Text field	gql_provider.ein
	location address 1 (mail box # & street)	Text field	gql_provider.location.address1
	location address 2 (apt no., suite no.)	Text field	gql_provider.location.address2
	provider location county name	Text field	gql_provider.location.county.name
	provider location city	Text field	gql_provider.location.city
	provider location state	Text field	gql_provider.location.state
	provider location zip code	Text field	gql_provider.location.zipCode
	provider type	Text field	gql_provider.providerType.name
	provider subtype	Text field	gql_provider.providerSubtype.name
	Provider contact person (full name)	Text field	gql_provider.contactPerson.person.fullName
	Provider assignee (full name)	Text field	gql_provider.assignee.user.fullName
Intake	Report assignee (full name	Text field	gql_report.assignedUser.fullName
	Reporter full name	Text field	gql_report.reporter.person.fullName
	Referral source	Text field	gql_report.referralSource.name
	Reporter type	Text field	gql_report.reporterType.name
	Report source of information	Text field	gql_report.source.name
	Report method	Text field	gql_report.reportMethod.name
	Report date	Text field	gql_report[date].reportedAt
	Incident date	Text field	gql_report[date].incident.occurredAt
Access (application process)	Application name	Text field	gql_providerApplication.name
	Application status	Text field	gql_providerApplication.applicationStatus
	Application assignee	Text field	gql_providerApplication.assignedUser.fullName