Linked Profile Data: Pulling Profile Data from a Profile Page into an Event Form

Linked Profile Fields allow you to link data from a Profile Form and pull it through into an Event Form to use in reports, as part of filters, or just to minimise the duplication of data.

On the Form Builder there are a number of Linked fields that you can use. To link data into an Event Form from a Profile Page, use the Profile Linked fields (shown here)

On the Form Builder there are a number of Linked fields that you can use. To link data into an Event Form from a Profile Page, use the Profile Linked fields (shown here)

The Profile Linked  Value allows you to pull through numeric fields from a profile form into your event form.

The Profile Linked Option allows you to pull through options from selection, single selection, dropdown fields into your event form

The Profile Linked Text allows you to pull through text field data into your event form.

These are all discussed in the steps below.

You can link to any data from your Profile Pages.

You can link to any data from your Profile Pages.

Before you can link to a question in a Profile Form, you need to ensure that you track the correct information in your Profile Pages.

Check the fields on the Profile form as you will be linking to these fields  from your Event Form

Check the fields on the Profile form as you will be linking to these fields  from your Event Form

The example here shows that the athlete profile form has data that we are going to pull through to the nutrition screening form. We are going to use the fields height (number), shirt size (text) and living arrangements (drop down) as example to highlight how to link profile fields into event forms.

To Link a Profile numeric field into an event form, open the event form (the example here is a nutrition form)

To Link a Profile numeric field into an event form, open the event form (the example here is a nutrition form)

Add in a new section or click on the row where you want the field to be inserted underneath

Click on the "Profile Linked Value" and this will allow you to link to any field which is numeric from your profile pages

Click on the "Profile Linked Value" and this will allow you to link to any field which is numeric from your profile pages

A  question will be inserted into the event form. Set the field's visibility settings, advanced properties and then in the calculation section select the Profile form and Field that you are going to link to

A  question will be inserted into the event form. Set the field's visibility settings, advanced properties and then in the calculation section select the Profile form and Field that you are going to link to

Set up all of your question settings, visibility and advanced properties setting then the calculation section:

#1: Select the Profile Form that you want to select the field from

#2: Select the field form the available numeric options

The field will look like this in the form overview of the Builder page.

The field will look like this in the form overview of the Builder page.

No data will pull through to that field until you test it on the actual application

To add in a Link to a Profile Text field, click on the Profile Linked Text

To add in a Link to a Profile Text field, click on the Profile Linked Text

Rename the question, set up any visibility or Advanced Properties settings

Rename the question, set up any visibility or Advanced Properties settings

Next, in the Calculation section select the profile form and field that you want to link to

Next, in the Calculation section select the profile form and field that you want to link to

The example here shows that from the Athlete Profile Form, we are going to link to the Shirt size field.

Save the changes you make to your form

Save the changes you make to your form

To link to a Profile Option field, you MUST know the options that you are choosing from. First, go back to the Profile Page and copy the options from your selection field that you want to link to

To link to a Profile Option field, you MUST know the options that you are choosing from. First, go back to the Profile Page and copy the options from your selection field that you want to link to

Copy the options from your selection field in the Profile Form. For this example we are copying the living arrangements options.

Go Back to the Event Form that you want to link this profile field to (e.g. the nutrition form) and click on Profile Linked Option

Go Back to the Event Form that you want to link this profile field to (e.g. the nutrition form) and click on Profile Linked Option

Name the field, set up an visibility settings and paste the EXACT options (from the profile question) into the options section and push update

Name the field, set up an visibility settings and paste the EXACT options (from the profile question) into the options section and push update

Paste in the options and click on the  update button to update the options for this question. You MUST have the same case and text in these options as the options in the Profile Page or NO linking will occur.

Set up any scoring that you need for these options as well and set the Advanced Properties

Select the Profile Form and Field that you are linking to in the Calculation section

Select the Profile Form and Field that you are linking to in the Calculation section

For this example we are linking to the Athlete Profile form and the Living Arrangements field

Check that your new Linked Profile Fields are in the correct position on the page and click Save on the form builder

Check that your new Linked Profile Fields are in the correct position on the page and click Save on the form builder

Now go to the application and enter data into the Profile form of an athlete for the fields that you are linking to

Now go to the application and enter data into the Profile form of an athlete for the fields that you are linking to

#1: Open the athlete's Profile Pages

#2: Click on the drop down and choose the Profile Page.

#3: Enter in the correct details and save the Profile Form (a pop up message will appear).

Then, enter a new entry into the Event Form that the linked fields are inserted in (e.g. the Nutrition -brief review form)

Then, enter a new entry into the Event Form that the linked fields are inserted in (e.g. the Nutrition -brief review form)

The Profile data is instantly available as part of the data entry form (and can also be included in calculations in the form) and will be available in the athlete history and reports as well for data review and analysis (as shown in the image in the step below).

The linked profile data is available as part of the athlete's history in that Event Form (e.g. the nutrition form)

The linked profile data is available as part of the athlete's history in that Event Form (e.g. the nutrition form)

The data can even be used as filters in the Reports Modules for that Event Form

The data can even be used as filters in the Reports Modules for that Event Form

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