Here's my issue... I created a employee self rating form where employees get a few questions and rate themselves 1-10... Certain questions appear when a employee selects from the dropdown the Area of Business. First choice is PR and second choice is IT. Certain questions appear when a user selects PR and certain questions appear when they select IT. It works great. The issue is, I'm creating a separate manager form and land I'm going to use lookup to identify the username so manager can rate employee when employee is done filling out form.. but I don't know how to show all the fields and questions that the user was able to see. I can get lookup column to identify the name of the user but I can't get the lookup column to automatically show IT or PR so that certain questions appear..what do you suggest? Nothing too complicated please lol
Are you storing the manager's rating in the same item that the original employee used to evaluate themself? How are you wanting to associate a specific manager to an employee's self ratings?
Thanks for the response. It's going to be stored in a different "supervisors table." Basically there is going to be a button on the first screen that will be for managers/supervisors and it will take them to a manager/supervisor screen where they will see a drop-down of all the people that filled out the form. When they choose the person, I'm hoping that the same questions the person saw, the manager will see so they can do their own rating on the person. The issue is I don't know how to get the IT or PR questions to show up when you click choose the user in the drop-down so that the managers will see the same questions the person saw.
Going to assume each employee only takes the survey once. Here is how I would approach
1. Populate the items of a drop-down with a distinct list of employees who took the assessment (note the distinct function is not delegable which may or may not be important depending on number of employees you're working with)
2. Use the LookUp function to match the selected item from the drop-down to an item from the assessments list based on the value you're using to indicate whose assessment it is. Store match in a variable so you can use it to access the employee's response
3. Add a Display form to be used by managers. Set Data source to the list of employee assessment and pass the variable from step 2 as the Item property. Show and hide datacards appropriately based on whatever the value recorded as IT or PR by employee
So maybe people picker isn't the best way? Perhaps it's just better that users type in their name that way I can use a lookup fields in manager form?
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