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Prepopulation and reopened worksteps

How reopening and recompleting a workstep affects which form is used as the prepopulation source for new forms.

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Written by Jennie Willson

When a destination form is configured to prepopulate answers from a previously completed form, Mosaic uses the most recent completion date to decide which form to pull answers from. Reopening and recompleting a workstep updates that completion date, which can change which form is treated as the most recently finished.

How last finished prepopulation works

When a form is set up to prepopulate 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 reopened

Reopening 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 reopened 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 reopened.


How this affects prepopulation

Because recompleting a reopened 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 reopens, a new form prepopulating using the last finished method would pull answers from Form C, as it has the most recent completion date.

If Form A is subsequently reopened and completed again in April, its completion date updates to April, making it the most recently finished form. Any new form prepopulating 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 prepopulation always sources answers from the form with the most recent completion date.

  • Reopening a workstep does not change the completion date; recompleting it does, it records the new completion date, replacing the original.

  • A form that has been reopened and completed more recently than any other form will be used as the prepopulation source, regardless of when it was originally completed.

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