How to Auto Populate a Form for Users?

ashasli

I’m working on a page that includes two tables:

• Module 1 (called CRM Table): Dimensioned by L4 Employees, includes line items like Term Date, Role, and Department.
• Module 2 (New Hire Table): Dimensioned by L4 New Hires, with similar fields.

Both L4 Employees and L4 New Hires roll up to L3 Department in the same hierarchy.

What the client wants:

• A user opens a UX form and clicks a button to create a new L4 New Hire ID in Module 2.
• As soon as the ID is created, the form should automatically populate key fields (like L4 Employee ID, Term Date, Role, Department) by referencing an employee in Module 1 — usually the most recently terminated one.
• Module 2 includes a column for L4 Employee ID, and users currently manually paste the l4 employee ID and the other lines from Module 1 into this field

This process gets tedious and time-consuming, and they want to eliminate the manual step entirely by making it dynamic through the UX form.

• I tried creating an import action to bring data from Module 1 into Module 2. The idea was to prefill key fields (like L4 Employee IDs, Role, Department, and Term Date).

• The issue: Module 1 and Module 2 have different dimensions — Module 1 is dimensioned by L4 Employees, while Module 2 is dimensioned by L4 New Hires. Even though they share similar column structures, the mismatch in dimensions makes a direct import action ineffective.

Any suggestions? thanks in advance!

Anaplan Q1.png

LipChean_Soh

Hi,

I noticed that you mentioned normally information from the last associate is copied to the new hire. You can consider the following:

1. Create a 'Top Level Item' of 'All Associate' in the 'associate' list.

2. Create a 'SYS Lookup' module as shown below. In 'Module 2', i also created a 'Copy?' line item so that only new hires with 'Copy?' checked will have information from the last 'associate' copied over. I built the modules below assuming you'll eventually want to create new list members from 'new hire', hence the 'Associate ID', 'term date', 'role' and 'department' line items in module 2 are formulas instead of input fields. However if you still prefer to perform an import action to copy, you can refer to item 3 below.

3. You can create some blank line items, i.e. 'Associate ID2' - 'Department 2' shown below, before performing the copy from 'Associate' - 'Department'.

Thanks