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3 weeks ago
I'm currently having an issue with the Employee Form / Survey Designer. There seems to be a limitation where it cannot fetch data from another table, which prevents me from displaying the value on an Employee Form field.
Based on the scenario shown in the image:
Task 1: A reference field is submitted (example value: Andy Smith), and the value is successfully stored on the case/task/survey table.
Task 2: I need a reference or string field that automatically captures and displays the value from Task 1 after Task 1 is submitted.
However, the Employee Form (Survey Designer) does not allow pulling values dynamically from another table, which is causing the issue.
Is there any way I can implement it aside from using Employee Form/Survey designer?
Solved! Go to Solution.
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2 weeks ago
Hi @JanJeremyI. Out‑of‑box, you can’t pass parameters into the Employee Form survey. To achieve it, you’ll need either a custom HR task type or a record producer approach that allows pre‑population.
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3 weeks ago
Hi @JanJeremyI ,
Did you check if the Application Cross-scope access or Restricted Caller Access Privileges might be the issue?
As you are fetching data from another scope, most of the time these access restrictions are quite annoying.
If this is the issue, you will then find some records like this, asking if it's allowed to transfer data between scopes:
Once you allow them, the data will be shown.
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3 weeks ago
Hi @Wessel van Enk. Application Cross-scope Access or Restricted Caller Access Privileges is not the issue. The limitation is with the HR Task Type: Employee Form (Collect Employee Input). There is no parameter available that can pass data into the Survey form, so it cannot load or display values on the form.
my question is is there any way i can implement it ?
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2 weeks ago
Hi @JanJeremyI. Out‑of‑box, you can’t pass parameters into the Employee Form survey. To achieve it, you’ll need either a custom HR task type or a record producer approach that allows pre‑population.
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3 weeks ago
Are you using flow designer anywhere for this request? may be store the output from task 1 and take input in task 2?
Were you able to solve it?