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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