How to retrieve a variable in a form?
It is possible to retrieve the responses from a form completed by the investor:
- At registration
- During a subscription
Refer to this document.
The structure to respect for a merge field retrieving the response from a form is as follows:
- $extractUtils.extractAnswer(x, x, x, 0)
- Identify the form containing the answers to the questions (registration form or investment form) -> first element of the merge field
- the section number where the question is located -> second element of the merge field
- the question number -> third element of the merge field
⚠ The first section of the form is section 0, the same for the first question in each section.
If this is a form to be completed at registration, the first element of the merge field will be: $form.
If this is an investment form, the first element of the merge field will be: $investment_form.
If it is a form completed by a usufructuary: $usufructuary_form.
Here is an example of a merge field: $extractUtils.extractAnswer($form, 0, 0, 0)
This merge field allows you to retrieve the first question, from the first section of the form to be completed upon registration.
If the answer to retrieve was the first question in the first section of the investment form, the merge field would be: $extractUtils.extractAnswer($investment_form, 0, 0, 0)
Modify a merge field
Right-click on the merge field to modify -> Field modification then modify the content of Field name and click on OK