Auto Fill
The Auto Fill feature allows you fill in the data into activities that need to be performed in a workflow. This enables activities’ owners to check data submitted by earlier activities or work submitter. The auto fill page comprises of fields that you can configure to populate or allow the field executives to enter.
The auto fill does the following:
- Starts on a source record that shows the work and activities in the process
- Copies or fills all the applicable fields for the data types
- Defines the controls if the data should be auto populated or allow the user to change it