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How to autofill a questionnaire based on your previous responses
How to autofill a questionnaire based on your previous responses

Reduce time and tedium involved in answering questionnaires you have previously answered.

Christian Kiely avatar
Written by Christian Kiely
Updated over a week ago

When you submit the answers to a questionnaire, you can draw upon those answers when answering future questionnaires to reduce the time involved in answering questionnaires you have already answered before.

Note: This article on autofill is applicable to custom questionnaires. To answer a standard questionnaire with suggestions from AI Autofill, see our article on How to use AI Autofill for questionnaires.

This article includes a section on which questionnaires are eligible for this autofill feature, followed by a guide to using autofill on an entire custom questionnaire.

Using autofill with custom questionnaires

When you are sent a custom questionnaire, UpGuard will scan any previous questionnaires your team has answered to determine if the new questionnaire can be autofilled. The following questionnaires are eligible for autofill:

  • Any completed questionnaires to which you have been added as a collaborator.

  • Any questionnaires published to your organization's Shared Profile.

  • Any questionnaires completed by others in your organization if they have enabled the Allow others in my account to re-use answers from this questionnaires, which is available by default for most questionnaires.

Screencapture of where to find the reuse option on the Questionnaire screen

If no previous questionnaires have been answered by you or others in your organization, the autofill feature will not be available. It will automatically become available once you have completed your first questionnaire.

Running autofill on an entire questionnaire

If autofill is available for the current questionnaire, you can access it from the Autofill prompt when you begin a questionnaire, or from the Tools menu in the footer navigation.

If you opt to use the autofill feature, you can review how many questions will receive autofill suggestions. When you run autofill for the entire questionnaire, any questions with matching previous responses will be overwritten. The questionnaire will remain in a draft form until you submit it, so you can review all the answers prior to submitting the questionnaire.

Screencapture of the Autofill questionnaire modal

Within the custom questionnaire, you can review potential answers by clicking the autofill icon next to a question. A green dot next to the icon indicates high confidence for a matched answer. If you autofill the entire questionnaire, the best match suggestion will be supplied in the text box.

Screencapture of the autofill icon with a best match available next to a question

The autofill icon will feature a question mark for potential responses with a lower match confidence. These potential responses can be manually reviewed.

Screencapture of the autofill icon with a lower match available next to a question

When you click the autofill icon, a panel opens with the list of potential responses from questionnaires that you or others in your organization have completed previously.

Screencapture of the autofill panel with different levels of match confidence

If the question matches a question from a prior questionnaire exactly, that potential answer will be listed first as a 100% match. If there are multiple exact matches, the most recent answer will appear first in the list. In the example shown, the best match is identified by the 1.

Some questionnaires may ask the same question with slightly different wording. In these circumstances, a potential answer may appear with high confidence though not as a 100% match. This high confidence match is identified by the 2.

For additional reference, lower confidence matches will appear at the end of this list, such as the 3 identified in the example shown. Lower confidence matches may not be eligible for use as potential responses if the previously used answer does not match the question.

Further reading

To learn more about other options for improving your questionnaire experience, read these articles next:

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