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Auto Fill Form Results from Previous Visit
Auto Fill Form Results from Previous Visit
Kayla Conroy avatar
Written by Kayla Conroy
Updated over a week ago

Auto Fill Form Results from Mobile
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The Form Auto Fill option makes it easier and faster for reps to complete forms in stores they have already visited. On the Store Details page, tap on the form you want to complete. Tap the ellipsis menu with the 3 dots at the top right and tap Auto Fill Responses. As long as you have completed this form on a previous visit, this will auto-fill the form with the most recent responses. Note that photos are not auto-filled as new photos should always be taken on each visit.

Activate Auto Fill

System Administrators can activate or deactivate the Auto Fill capability on a per-form basis in the Form Settings from the Admin Panel. From the Forms page, click on Form Details. Under the Details section, you will see an option to Enable Auto Fill.

Search Terms: Copy paste results of previous visit, automatically add old report answers,

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