Conditional Logic: how to self populate a form

  • ianjacobgeorge
    Asked on May 31, 2020 at 3:29 PM

    Hello.

    I would like to know how I can edit my form so...

    1. When someone picks "self"

    2. The first and last name of the policyholder is populated from above where the person has typed their first and last name.

    Thank you


    1590953242Screen Shot 2020 05 31 at 3 Screenshot 10

    Jotform Thread 2358515 Screenshot
    Page URL: https://hipaa.jotform.com/build/201476723377157
  • Niko_N
    Replied on May 31, 2020 at 4:42 PM

    Greetings,

    You need to add Conditional Logic for that. Please follow my instructions given below:

    1) Under SETTINGS tab, in the CONDITIONS section to the left, click Add a New Conditional Logic at the top and choose UPDATE / CALCULATE FIELD option:

    Conditional Logic: how to self populate a form Image 1 Screenshot 40

    2) Now define logic that will copy first name field's value to policyholder's first name field if the Whos is the policyholder is equal to Self:

    Conditional Logic: how to self populate a form Image 2 Screenshot 51

     

    3) Now define another analogous UPDATE / CALCULATE logic for last name:

    Conditional Logic: how to self populate a form Image 3 Screenshot 62

     

    Please give a try and let us know if you need any further assistance.

    Thank you in advance!