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Pre-population and re-opened worksteps

How re-opening and re-completing a workstep affects which form is used as the pre-population source for new forms.

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Written by Jennie Willson

When a destination form is configured to pre-populate answers from a previously completed form, Mosaic uses the most recent completion date to decide which form to pull answers from. Re-opening and re-completing a workstep updates that completion date — which can change which form is treated as the most recently finished.

How "last finished" pre-population works

When a form is set up to pre-populate from a previously completed form using the last finished method, Mosaic selects the source form based on completion date, picking the one that was most recently finished.


What happens when a workstep is re-opened

Re-opening a workstep does not change the form's completion date. While a workstep is in a re-opened state, the form keeps its original completion date.

It is only when the re-opened workstep is completed again that the completion date is updated to the new date.

📌 Note: This is long-standing, intended behaviour — the completion date has always been updated when a workstep is finished, whether for the first time or after being re-opened.


How this affects pre-population

Because re-completing a re-opened workstep writes a new, later completion date to that form, it can change which form Mosaic treats as the most recently finished.

For example, a person has three completed forms:

  • Form A, completed in January.

  • Form B, completed in February.

  • Form C, completed in March.

Without any re-opens, a new form pre-populating using the last finished method would pull answers from Form C, as it has the most recent completion date.

If Form A is subsequently re-opened and completed again in April, its completion date updates to April — making it the most recently finished form. Any new form pre-populating using the last finished method would then pull answers from Form A, regardless of the order in which the forms were originally completed.


Summary

  • Last finished pre-population always sources answers from the form with the most recent completion date.

  • Re-opening a workstep does not change the completion date; re-completing it does — it records the new completion date, replacing the original.

  • A form that has been re-opened and completed more recently than any other form will be used as the pre-population source, regardless of when it was originally completed.

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