How to Use Piping Variables in an Applicant Form

Sarah Paterson -

Piping Variables can be used within forms to personalize the form according to the user accessing it. They can also be used to pipe form responses from one question into another. The following documentation will help to further explain how to pipe variables into your forms. Using the Piping Wizard tool within the Form Builder you can pipe in form responses from other Applicant forms as well as Basic Information about the user. In order to pipe responses from a question within the same form the questions will need to be on different pages of the form.

In summary, piping is the ability to take a user's:

  • Answer to a previous question, and insert it into a later question or answer choice.
  • Metadata or answer from a previous task or form, and insert it into a form’s question or answer choice.

You can find some basic piping variables that you can use within your form in the following documentation: Piping Variables

In this Article...

How to Pipe using the Piping Wizard

The Piping Wizard will allow you to access variables that you can pipe into the Applicant Form. The variables available in the wizard will include basic information about the Applicant, and the Submission, as well as Submission and User Metadata. 

Piping Form Responses within the Same Form

As mentioned previously, in order to pipe responses from a question within the same form, the questions will need to be on different pages of the form. Additionally you will need to set up an Identifier on the question you are piping from in order to access it in the Piping Wizard. Once the Identifier has been set:

  1. Go to the page you wish to add the variable to
  2. Add the Text Response question you wish to pipe the variable into
  3. Use the instructions below to use the Piping Wizard to add the form response. The question you are pulling from will appear under the Identifier you created, provided that it is on a page following the question. 

Piping Variables into Question Descriptions

This will pipe the variable into the Question Description of the question, this can be useful if you don't want the user to be able to edit the response from within this question. This can be often used in Section Heading type questions.

  1. Click Edit your site
  2. Click Workflow Designer
  3. Click on the form that you would like the variables to be piped into
  4. Once in the form builder add a new questions or use a question that already exists within your form
  5. Right-click on the question
  6. Click Piping Wizard
  7. Under Available Piping Options, click and drag the variable you would like to pipe, into the Question Description box on the right. NOTE: If the question has a question identifier the identifier will appear. For questions from other applicant forms, if no identifier has been set the question itself will appear.
  8. Click Save

Piping Variables into Text Response Questions

There are certain cases where you may wish for your users to be able to edit what is piped into the questions. You can do this by adding the variable as the initial value of the text response question. In order to access the variable that you need to pipe in. 

  1. Once in the form builder add a new questions or use a question that already exists within your form
  2. Right-click on the question
  3. Click Piping Wizard
  4. Under Available Piping Options, click and drag the variable you would like to pipe, into the Question Description box on the right. NOTE: If the question has a question identifier the identifier will appear. For questions from other applicant forms, if no identifier has been set the question itself will appear.
  5. Copy the variable within the Question Description box.
  6. Cancel or X out of the piping Wizard.
  7. Click on the text response question
  8. Click +Options
  9. Paste the variable into the Initial Value box

In certain cases you may want to make it so that if the user makes any changes to the text response that the value be restored to the Initial Value whenever the form is accessed again. To do this you will need to select Restore Initial Value

Now each user who completes your form will see their data instead of the placeholder {{ ... }}

Piping Variables Not Accepted within an Applicant Form

In regards to what Applicant Forms there is a large variety of information that can be piped into a Reviewer form however, there are also limitations. 

You cannot pipe:

  • Reviewer form responses into an Applicant Form
  • A Recommenders Account Information, as inputted in the Get a Recommendation request by the applicant, unless it is collected as Metadata or within a Form. 

 

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