Populate Field Values Action Type

Populate Field Values Action Type.

Populate Field Values: Define Value
The Define value option is available for date, numeric, text, and text area field types, when using the Populate field values action. Enter a value that updates the field on the form.

When selecting a date field, complete the Define value or select from the list of options for Use existing field. The value of [Today] can be entered for Define value, and when the trigger runs and the action is performed, it inserts in the current date at run time. The option Extend/Reduce field value by (days) can be used to either extend or reduce by days the date that was entered in Define value or Use existing field. Example: If a candidate takes an assessment and the results for the assessments last for 90 days, then you would enter 90 days for Extend/Reduce field value by (days) as it would populate the date 90 days in the future.

Action define value.
  • Automates the form create and update process.
  • Can specify which values to insert or update on forms.
  • Req form fields, candidate form fields, req subsidiary form fields, and Talent record fields are supported.
  • Talent record selection contains Candidate type, which can be updated.
  • Auto-fill fields on forms need to be explicitly added within the action in order for them to appear on the form. Select the auto-fill field, and click Save Action. No value selection is necessary in this case.
  • Support for dynamically populating fields based on other fields is allowed by using the Use existing field selection where a source field can be specified. This is also allowed for auto-fill fields, where it overrides the standard auto-fill configuration.
  • If the destination is an option field, ensure that the destination field has the same Options at the Code level as the source field. Otherwise, the type of the field should match between source and destination except if the destination is a text. In that case, any source field type should work.
  • For fields that have constraints, for example date type, ensure that the constraint for the destination field allows dates in the past, as the date from the source is most likely an older date.
  • Constraints on the destination should match the constraint on the source. For example, configure the length constrain of the destination field to be the same length as source field.
  • Do not use an autofill field as a source but rather use the source of the autofill.
  • If the destination field is autofill, you should add autofill field into the RAM configuration. Otherwise, the field wouldn't be auto-filled just because they are autofill. In this case, you do not select a source for a destination autofill.
Populate Field Values: Select Value(s)
When using the Populate field values action, the Select value(s) option is available for all finite selection lists (that is Single-select, Multi-select). Select a value or values, which then update the field on the form.
Action Select Value(s).
Populate field values - Use Existing Field
The Populate Field Values, use existing field is available for dynamically auto-filling fields. The source field to copy from can be set up as an action, effectively allowing for a field to have more than one source (achieved by setting up multiple rules). For example:
  • Field A is a text field. Rule 1 is set up with a specific condition and then an action for populate Field A with the value from Field B.
  • Rule 2 is set up with a different condition, and then an action for populate Field A with the value from Field C. This allows Field A to be populated based on some criteria.

When using the standard auto-fill field configuration (outside of the RAM), select the field and save the action. Do not use this option. Only use the radio button to overwrite the standard auto-fill source setup, or when configuring a non-auto-fill field to be treated as one in the RAM as in the previous example.

Action use existing field.
Populate Field Values: Concatenate Fields
The Populate Field Values, concatenate fields is available for text and text area field types. This option allows the selection of one or more fields to be concatenated and then inserted in the text or text area form field. The following are concatenated field rules.
Actions concatenate fields.
  • The order of the fields that are selected and shown in the Selected side of the dialog box determines the order of the concatenation.
  • If a field is blank when concatenating (meaning the field on the form is blank, or the form does not exist), text of NA is put in its place.
  • Each field value is separated by a pipe symbol (|).
  • If the sum of the character lengths of the fields that are selected, are greater than the text, or text area fields being populated (the destination field), then all characters past the destination field limit are truncated.
  • For field types that have both Code and Description, the Description is used in the concatenation.
  • Do not select encrypted fields for concatenation since they are not encrypted in the destination/concatenated field.
  • SSN field types cannot be used in concatenation.
  • Multi-select and checkbox fields are not available for selection.
  • Date field types are reformatted as YYYY-MM-DD and include time stamp where applicable.
Populate Field Values: Multiple Form Instances
When an action for populating field values on a multiple per candidate or multiple per candidate per req form is saved, you must also specify how to handle the multiple versions. The following selections are available based on form type.
  • Single per candidate and Single per candidate per req
    • If the form is one of these types, it either updates the form (if one is already present) or creates a form if not already present.
  • Multiple per candidate
    • Create new form instance.
    • Update most recently edited form instance.
    • Update all form instances.
  • Multiple per candidate per req
    • Create new form instance.
    • Update most recently edited form instance.
    • Update all form instances for this req.
Populate field values.
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