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            Set Up Prefill Assessment Questions

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            Set Up Prefill Assessment Questions

            With the Prefill Assessment Questions feature, your users can reuse the responses that they provided for similar questions in a past assessment. They can save the time and effort of responding to the same type of questions repeatedly.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud or Health Cloud
            User Permissions Needed
            To set up prefill assessment questions:

            Health Cloud Starter

            AND

            Study Manager for Site Management

            AND

            Omnistudio Admin
            1. In the Site Management guided setup, under Get Your Org Ready for Assessments, click Go to Setup next to Set Up Prefill Assessment Questions.
            2. Turn on Prefill Assessment Questions.
            3. To set up the prefill questions, click Set Up Prefill Questions. For more information, see Prefill Assessment Questions with Previously Submitted Responses in a Discovery Framework Omniscript.
            4. To configure the prefill assessment question decision table, click Configure Decision Table.
            5. Add the decision table property to Omniscripts, and click Mark as Complete.
            6. To add the prefill feature to the Omniscript, activate the SiteAssessment_QuestionResponse integration procedure, and click Mark as Complete next to Add Prefill Feature to Omniscripts. 
            7. To assign the required permission sets to the users to invoke the decision table, under Assign Permission for Decision Tables, click Assign Permission next to Assign Run Decision Table Permission.

            See Also

             
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