Data flow from one appraisal template to another template

[ramyateja]

Hello all, We have two different appraisal templates with the first one being the subset of the second in terms of the number of fields...my question is if it is feasible at all to automatically fetch the data from the first template to the second... the two templates are configured separately!

[Luka]

Hi @ramyateja 

This is not a standard feature performance solution supports today, but following options are relevant to some degree
1. Enable the feature to show the last competency or skill ratings from last review form in current form 
2. check the data in another form through the performance history quick action in current performance form.
3. Depending on how data will be used, you can consider to build extension to pull data from another form and then put the extracted data into current form with public performance form APIs

Regards,
Luka

[ramyateja]

Can you elaborate on each of the steps to a little more extent please!!

[Luka]

Sure. Please also refer to following additional details

1. for last competency rating, here's a related KBA with details

2. for performance history, it's basically standard form actions in the tool bar as below screenshot and it allows user to view the form details of history forms of current employee.

3. Here's an user guide for the public OData API's supported to read and update performance form content