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Replicating Matrix Values from SM Process InTake Form to SM Modular Questionnaire

YRocha-Zempel
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Hi Team,

Does anyone know of a creative way to replicate matrix values (Region, Department, Commodity) from the SM Process Project InTake Form to the associated SM Modular Questionnaire? I have a customer who use category assignment to drive the approval flow. This is seeming tricky with external questionnaires. The idea is to ensure the matrix values entered in the InTake form will replicate to the associated SM Modular Questionnaire.

Has anyone been able to successfully do this and if so, are you able to share the configuration?


Thank you in advance.

Yvonne

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