Configure Auto Fill Work Attachments Forms from Work Section Fields

Pre-Requisites

  • Make sure that the process has already been created with the work attachments.
  • Make sure that both the work fields and the attached form have sections.

To configure auto-fill work attachments forms from work section fields, follow the below steps:

  1. Go to App Builder > Processes.

    The Processes page appears.

  2. Click either Activity Process or Checklist Process as per your requirement.

    The Activity Process or Checklist Process page appears.

  3. Click the required process card for which you want to configure auto fill work attachment forms from the work section fields.
    The work processes in the Activity Process are shown in the above screenshot. If you click on the Checklist Process, the work processes in it will appear.
  4. Under the Auto Fill section, click the Auto Fill Work Attachments Forms card.
  5. Under the Attachment Autofill from Section Fields column, click the auto-fill icon.
  6. Click the Enable Section to Section Auto Fill checkbox.
  7. Click the Add Configuration button.
  8. In the configuration section, do the following:
    1. From the Source Activity dropdown, select the work or activity from which you want to auto copy the data to the attached form.
    2. From the Source Section Spec dropdown, select the work section from which fields you want to auto copy the data to the attached form fields.
    3. From the Target Section Spec dropdown, select the target section to which you want to auto copy the data from the source section.
    4. Map the work section fields to the respective form section fields.
    5. Under the Change value? column, disable the checkbox to enable the users to edit the populated field.
  9. Optional: Click the Add Configuration button again to define more configurations as per your requirement.
  10. Click Save or Update.