Auto Populated

The “Auto Populated” control allows the admin to specify under what conditions a value or formula should automatically be inserted into a field. If the conditions are met, the value or formula is inserted and the field is set as read-only. Multiple sets of conditions, each with its own value/formula, are supported.

Condition Description
Auto Populated Set to “False” if the field should not be auto populated, and “Condition” if it should be. The subsequent options only appear if “Condition” is chosen.
Auto Populated Conditions Set the condition and the value under which the field will be auto populated. If the Auto Populated Expression evaluates to true, the field will be automatically populated with the value as set in the Auto Populated Formula field, and will not be editable.
Auto Populated Expression Set the logical criteria for evaluating the conditions
Auto Populated Formula Set the value with which to populate the field.
  • Static values can be entered, surrounded by single quotes.
  • Spaces can be entered with two single quotes separated by a space
  • Value can be joined together with a plus (+) sign.
    Note:
    For example, to auto populate First Name and Last Name from a Contact object Data Set called “Contact” the expression is: Contact.FirstName + ' ' + Contact.LastName
  • Dynamic values can be set by using the Insert Field button to insert a field from any Data Set on the page or a related object via lookup field. The Insert Operator button can be used for mathematical functions.
Add Another Formula This button allows you to enter an additional set of criteria together with an Expression and a Formula.

Control by Auto Populated Fields

Fields that are auto populated can be used as controlling fields in logical conditions, including rendering other fields, and as record criteria for lookups. In this case, it is not necessary for the auto populated field to be visible. Rendered can be set to FALSE. This allows for more powerful controls in logical conditions because a field can be auto populated with a cross object value, using a lookup.

  • Example 1:
    • On the Program Offered record have a field called “Status”, which auto populates into a hidden (not rendered) field called “Status Note” after the program is selected.
    • Depending on the value in Status Note, render various Paragraph components with further instructions and details for the applicant.
  • Example 2:
    • For more control over filtering lookups, auto populate a hidden Picklist field. Set the Picklist to control the lookup field and on the lookup configuration, set the appropriate record criteria.

See Controls other fields for more information.