when meeting a beneficiary on the field for the first time, we fill a form that auto-generates a unique ID that will correspond to that person (as previously discussed here).
Later, we might fill a different form relating to that same beneficiary, and we want to make it as easy as possible to find back the ID that corresponded to them. For example, it would be nice if we were able to select the ID from a dropdown menu.
- Is it possible to automatically fill a dropdown menu with all submitted “beneficiary ID” answers to the first form?
My problem is similar to what’s discussed at Providing a form number to a submitted form but I am specifically interested in automating the process: the “pull data” functionality seems to require that every now and then someone creates a CSV file containing all “beneficiary IDs” from the results of the first form and uploads it to all forms that need that information.
- Is it possible to easily automate this process?
- The pull data functionality seems to require that the form is built in XLS form. Does that mean that we can never later modify the form from the web form builder?