Load Data After Submitting an Interview

Data can be loaded into an Intelligent Advisor interview after the interview data has been submitted into the specific connected application. Setting a field to load after submit can be useful when you want to put the value of that attribute on a post-Submit interview screen or on a form.

To load data from an application table after submitting an interview:

  1. On the Data tab in Policy Modeling, click the Mapping settings button.
  2. In the Mapping Settings dialog, specify that the Global entity either:
  3. In the Input Mapping view on the Data tab, in the left hand pane select the application table that will be updated or created. This is shown with the text "(after Submit)". The right hand pane will only show the fields that can be mapped for load-after-submit.
  4. In the right-hand pane, select the fields that you want to input map to load-after-submit. Note that an attribute cannot be both input-mapped to load-after-submit and output-mapped.
  5. Ensure that one of the screens has a Submit button.

Any new attributes created for the fields in this application table will automatically be input mapped for load-after-submit.