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How to pre-populate answers from contact list embedded data in a question text field

  • May 28, 2019
  • 3 replies
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Hi! I have a contact list with contact information and embedded data that I want people to check and validate in a Survey. So the fields such as First name, last name, etc should be prepopulated with the information I have and the user could edit if needed. Is there a simple way to do that? Thank you!

Best answer by WaterSampler

Yes, you pipe the text as the default value. Click the gear on the left of the question and select Add Default Choices... Then choose what you want there: embedded data, prior question, etc. This will put something like ${e://Field/FirstName} into the field. If you do not see your embedded data, declare the variables first in Survey Flow. Make certain that you use the same name (case sensitive) as your contact list data.

3 replies

WaterSampler
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  • Level 2 ●●
  • 105 replies
  • Answer
  • May 28, 2019
Yes, you pipe the text as the default value. Click the gear on the left of the question and select Add Default Choices... Then choose what you want there: embedded data, prior question, etc. This will put something like ${e://Field/FirstName} into the field. If you do not see your embedded data, declare the variables first in Survey Flow. Make certain that you use the same name (case sensitive) as your contact list data.

WaterSampler
Level 2 ●●
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  • Level 2 ●●
  • 105 replies
  • May 28, 2019
Also, if you do not want to type the embedded data variable names, you can Add From Contacts in the declare screen.

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  • Author
  • 4 replies
  • May 28, 2019
it's even more simple than I thought it would be. thanks a million!