Follow Up Forms and Field Codes

Written by Lauren Neulinger

Last published at: March 17th, 2020

When copying most forms (i.e. LOI, Application, etc.) into a new process, the background field codes for questions on the form will be the same in the new process. Copying a follow up form (either the same form again in the same process, or into a new process) is an exception. 

When you copy a follow up form, the question field codes will be different in the new copy. This is because of the nature of follow up forms. You can have multiple copies of the same form within a process, meaning the field codes need to be different within each copy of the form. Otherwise, you wouldn't be able to separate responses to a particular question on different forms in reporting and merge templates. 

If you copy an entire process, the follow up form field codes will be synced between the two processes.

Because of this, if you plan to add a new process to your site by copying an existing process, best practice is to first build all follow up forms you'd like to be synced across processes. Then you can copy the entire process, and the follow up form field codes will be synced.

If you want to add a new follow up form to multiple processes and are concerned about the field codes, you have a couple of options: 

  • Manually combine the fields when running a report. Create a new copy of any relevant merge templates, inserting the new field codes as needed. 
  • Talk with your CSM about a potential field code syncing service.