---
title: "Triggering Forms: Mapping Data from One Form to Another Automatically."
url: "https://help.ontraccr.com/en/article/triggering-forms-mapping-data-from-one-form-to-another-automatically"
language: "en"
last_updated: "2025-05-26T20:35:08.347Z"
---

# Triggering Forms: Mapping Data from One Form to Another Automatically.

## 📄 Form Trigger Flag: Automatically Launching and Linking Forms Together  
 

Ontraccr lets you **trigger one form from another**, creating powerful, automated workflows. Whether you're starting an injury report from a safety form or launching a purchase request from an inspection, this feature helps streamline operations and avoid redundant data entry.

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## 🚀 What Does “Trigger Form” Mean?

Triggering a form allows you to:

-   Automatically **launch another form** based on a user’s response
-   **Pre-fill** data from the first form into the second
-   **Assign** the triggered form to someone instantly

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## 🛠 How to Set Up Form Triggering

### Step-by-Step:

1.  Go to **Step 2: Fields** in the form builder
2.  Add a field (any field type supports triggers)
3.  Check the box for `**Enable Trigger Form**`
4.  Click the **gear icon ⚙️** to configure the trigger

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## ⚙️ Trigger Form Settings

### 1\. **Choose the Form to Trigger**

-   Select from any form template in your account

### 2\. **Assign the Triggered Form**

You can automatically assign it to:

-   A specific **user**
-   A specific **role**
-   The **form author**
-   Or another value from the current form (e.g., “Project Manager” field)

### 3\. **Map Fields from Source to Target**

-   Opens the **Field Mapping Panel**
-   Use the **Auto Map** button to make a best-guess match
-   Or manually select mappings:
    -   Match compatible types only (e.g., text → text, yes/no → yes/no)
    -   Map dropdown selections or entered values

> ✅ The goal is to save time and ensure consistent data across both forms.

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## 📥 Example Use Case: Safety Form → Injury Report

| Field | Setup |
| --- | --- |
| Question | “Were you injured today?” (Yes/No) |
| Trigger | Injury Report form |
| Assignment | Safety Manager |
| Mapping | Employee name, project, description → carried over |

If the user selects “Yes,” they will see a **trigger icon (flag)** appear next to the question. They must **manually click this icon** to launch the follow-up form (e.g., an Injury Report). This gives users control over whether and when to launch the next form.

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## 🧠 More Use Cases

| Scenario | Triggered Form | Use Case |
| --- | --- | --- |
| Missing materials on site | Purchase Request | Get items delivered fast |
| Field team reports incident | Incident Report | Automatically notify office |
| Deficiency found | Deficiency Log | Launch form with location pre-filled |
| Customer rejects a quote | Updated Estimate | Generate new document with edits |

* * *

## 🔁 Best Practices

-   Always test your trigger mappings before going live
-   Use **conditional logic** to trigger forms only when needed (e.g., only if a checkbox is selected)
-   Use the **Auto Map** feature as a starting point, but double-check for accuracy