SAM's Prefill Groups function adds a group of sub-records, like Accounts Receivable (AR) or Parent Education, under a Main Entity/Record. This is helpful to have SAM enter multiple records based on your processes.
Prefill Groups can be added manually or triggered using Auto Actions.
Prefill Groups require a Field setup as a List on a Multi-record table. When a Prefill Group is applied, SAM will enter that field for all records created.
If more data entry for a record is desired, a series of Auto Actions is a better option than Prefill Groups.
Examples
- Country/Program Fees for Account Receivable (A/R) records
- Parent Education Requirements
- Benefit Types common for Birth Mother Services/Benefits
- Groups of required Documents
Enable Prefill Group
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In SAM, click Settings > Tables & Fields > click the desired Table to open Tables screen > click Advanced Options (sidebar) > click Enable Prefill Group > name the Prefill Group > select List the Prefill Group will pull from (only dropdown lists and radio-button lists available) > Save > enter a name for a Group within the Prefill Group (multiple groups can exist within a Prefill Group) > Add an item(s) to the Group > Save
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Create a New Prefill Group
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In SAM, click Setting (gear icon) > Prefill Groups > click Add New Group (sidebar)* > select a Group Type > enter the name for the new Group > choose Items (drop down) > Save Add additional items as needed. *Note: Option is only shown if there are already existing groups. |
Edit Prefill Group Items
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In SAM, click Settings (gear icon) > Prefill Groups > select Prefill Group to edit > select Group within the Prefill Group to edit > update as needed > Save |
Add Item to Group
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In SAM, click Settings (gear icon) > Prefill Groups > select Prefill Group to edit > select Group within the Prefill Group to edit > click Add Item to Group (sidebar) > select the Item to add > Save |
Edit Group Name
Changes the Name of the Group within the Prefill Group.
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In SAM, click Settings (gear icon) > Prefill Groups > select Prefill Group to edit > select Group within the Prefill Group to edit > click Edit Group Name (sidebar) > rename the Group > Save |
Edit List
This allows you to manage the list the Prefill Group is based on.
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In SAM, click Settings (gear icon) > Prefill Groups > select Prefill Group to edit > select Group within the Prefill Group to edit > click Edit List (sidebar) > add, edit, delete list items as desired |
Delete Prefill Group
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In SAM, click Settings (gear icon) > Prefill Groups > select Prefill Group with Group to delete > select Group to delete > click Advanced Options (sidebar) > Delete this Group (sidebar) > click OK to confirm SAM will direct back to Prefill Group. |
NOTE: Prefill Groups cannot be disabled once created, but the groups within the Prefill Group can.
Manually add a Prefill Group
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In SAM, open the Record/Main Entity > Open the form where the Prefill Group exists > select Group to apply from available Groups > Confirm the selection Records will be added for each item in the Group. |
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