Populating data based on user input. | XM Community
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Is there a way to allow users to select and employee ID, then have certain questions be pre-filled with that employees data?  EG.  Someone selects employee id 123456.  The next question is employee 123456’s favorite color which is then automatically populated.  

Yes you can use authenticator.

https://www.qualtrics.com/support/survey-platform/survey-module/survey-flow/advanced-elements/authenticator/authenticator-overview/


Thank you for the quick reply.  I don’t think this will work for what I’m trying to do.  I don’t need to authenticate the user.  I am looking to have responses auto populate based on what a user has selected from a previous question.  


@Jason Warner There is two ways:

  1. Define selected employee ID as embedded data and use this embedded data to pipe text in further questions
  2. Use default choices (depends on which question types you use)

If this does not work for you, some more context about your setup would be good. How do you let participants select the ID and how exactly do you want to populate it?


@chackbusch I’m trying to build a form that leaders can fill out about one of their direct reports.  The idea is that they would select their employee from either a drop down list or by typing in their employee id.  The next 4 questions would then auto-populate based on who they select.  For example

Question 1:  Please select the employee below

(User selects employee 123456)
Question 2:  Their favorite color is:  Purple

Question 3:  Their favorite snack is: Jerky

ETC.  


@Jason Warner What do you then Auto populate in question 2 and 3? The details of the selected employee (color and snack)? 

If yes:

  • Create a mailing list with all direct reports and create embedded data for each contact such as „Color“ or „Snack“.
  • Create a text entry question at the start of the survey. You can use autocomplete with static list to make all employee IDs available. In the survey flow after the text entry, assign the value of the text entry question to some embedded data, e.g., „DirectReport“.
  • After the embedded data block, use an authenticator element. Tick the prefill option and enter the embedded data field name DirectReport. Also tick the option to allow respondents to retake the authentication section so that the same direct report could be selected more than once.
  • After the authenticator define the embedded data Color and Snack in the survey flow. You can then use this as piped text for all further questions. It will contain the details of the selected direct report.

Best

Christian


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