Knowledge BaseHow to use Autopilot Process SetupHow do I dynamically populate a participant field, based on a selection in another field?

How do I dynamically populate a participant field, based on a selection in another field?

Autopilot uses JavaScript syntax to filter/populate field values based on a selection made in another field.  

In this scenario, we want to populate the Head of Department field based on the Department chosen from the Department dropdown list. The same procedure will follow for any list and field.

Formula: form.utils.UpdateParticipantFromProperty("headofdepartment", item, "Email") - The colored text requires to be custom

  • headofdepartment - the field name of the Head of Department Participant. This will change accordingly (Shown in Step 1 below)
  • item - the list where the data is being read from. THIS DOES NOT CHANGE.
  • Email - The list column's field key that stores the email address of the participant (As shown in step 2)

Step 1: Get the Participant Field Key

Step 1: Get the Participant Field Key

Follow these steps to find the participant field name:

  1. Click on Processes
  2. Click on Participants
  3. Click on the participant Name you looking for
  4. On the right side pane, the participant's field name will be displayed. (As shown above)
  5. Copy the Field Name to be used in the formula

Step 2: Master Data - Get the list column's field key

Ensure the email address of the participant is a column in the master data list being used.

  1. Click on Edit list on the bottom of the master data list.
  2. Copy the field key displayed for the EMAIL list item to be used in the formula.

Step 3: Add formula to a Field

Step 3: Add formula to a Field

The formula will be linked to the field that is linked to the master data list. In this case, it would be the Department field. (Based on department, the Head of Department participant would be generated)

Click on the settings icon on the field.

Step 4: Adding the formula to the field

Step 4: Adding the formula to the field

Scroll to the bottom, and add your formula in the section available (As shown above)

Click on Save.