How to enable Autocompletion

This article will show you how to enable autocomplete

Why enable Autocompletion

Users can quickly and efficiently fill out forms by automatically populating predefined options or suggesting previously entered data. This not only saves time and effort but also reduces the likelihood of errors when entering information.

Before we get started

Take note

You need to be the Admin or an Owner of the organization
Autocompletion of tasks is possible across form templates of the same version. Previous responses are no longer available once the form is upgraded to a new version.
Autocompletion is possible across different versions of the workflows, as long as the template version ( form template) remains consistent across the different workflow versions.

Enable Autocompletion

Step 1: Sign in to the Capptions Direct web portal

Step 2: Select an organization

Click on the drop-down arrow in the top left-hand corner and select your organization.

Step 3: Click on Templates

Step 4: Click on Workflow

Step 5: Edit a workflow or create a new one

Step 6: Add the Autocomplete node

Right-click on your mouse to open the node menu. Select the Autocomplete node

Step 7: Connect the Autocomplete node to the Form node

Connect the Autocomplete node to the Form node by drawing a line between the orange dots.

Step 8: Define the Autocompletion behavior

8.1: Choose the Autocomplete ID field.

This is the question that needs to be answered by the user for the form to autofill.

8.2: Allow data to be autocompleted only when:

Checkmark under which circumstances the data must be autocomplete

8.3: Automatically prefill the form when autocomplete available

Checkmark whether or not the form will autocomplete when the above requirements are met. If left unchecked, a user will autofill each question individually by clicking the magic wand icon

Autocompletion will only activate when every checked condition is true.

Step 9: Click Save

Step 10: Publish workflow

Step 11: Assign workflow to your team

Autocomplete legend

Title	Explanation
Autocomplete ID field	This field acts as the required question that the user needs to answer for the form to automatically populate with relevant data. Once its value matches the previously selected answer, the form will autofill.
Same workflow execution was used to get previous fill-outs.	Autofill functionality is limited to forms completed within the same workflow execution. For example, this means that in a workflow with parallel or consecutive identical form templates, autofill will only operate for forms in that particular workflow instance.
This workflow was used to submit previous completions.	If the workflow was previously executed, whether on a different version or the same version, the form will autofill. The form version must always remain consistent.
Same team has completed the same form before.	The same team must have completed the same workflow before
User completing this task has completed the same form before.	Only users who have previously completed the workflow will have the previous responses automatically filled in the form.
Automatically prefill the form when autocomplete is available	The system will automatically autofill the form with previous answers When left unchecked, users can auto-complete the template manually. A "magic wand" icon will appear next to each question. Once clicked, the answers will populate.

And that's how easy it is!

We hope this article helps enable the Autocompletion of the form. If you have any questions or concerns, please do not hesitate to contact our customer support team at support@capptions.direct

Thank you for choosing Capptions Direct as your EHS Management Software. We look forward to helping you make your workplace safer and more efficient!