Calculate default value when only 1 option is available

LindsayRaabe_FPCWA

Hi Team. I'm trying to make my form a little smarter. I have 2 fields: Type and Subtype. 

Some hazard types have only 1 matching Subtype, whereas others have multiple to pick from. 

I want my subtype field to automatically fill out the only available value when there is only 1 value to pick from, but be blank when multiple options are available. Is this possible? I tried this with Copilot but failed as it tried using Count which I believe is for repeats only, then tried another approach but that also failed (see Copilot outputs below). 

Method 1:

1. Prepare Your CSV File: Ensure your CSV file is structured with columns for the key and the values you want to pull. For example:

   key,value
   A1,Option1
   A2,Option2
   A2,Option3

2. Load the CSV File: Use the pulldata function to load the values from the CSV file based on the answer in Field A.

3. Create a Calculation Field: Add a calculation field to determine the number of options available for Field B based on the answer in Field A. <- this is the step that threw an error in Survey123 Connect

   type          name            label               calculation
   calculate     options_count   Options Count       count(pulldata('csv_file', 'value', 'key', ${field_a}))

4. Set Up Field B: Use the relevant column to control the visibility of Field B and the default column to set its default value.

   type          name            label               relevant                       default
   select_one    field_b         Field B             ${options_count} > 0           if(${options_count} = 1, pulldata('csv_file', 'value', 'key', ${field_a}), '')

5. Filter Choices for Field B: Use the choice_filter column to filter the choices for Field B based on the answer in Field A.

   type          name            label               choice_filter
   select_one    field_b         Field B             key = ${field_a}

In this setup:

• The options_count field calculates the number of options available for Field B.
• The relevant column ensures Field B is only shown if there are options available.
• The default column sets the default value of Field B to the single option if only one is available, otherwise it remains blank.
• The choice_filter column filters the choices for Field B based on the answer in Field A

 

Method 2: 

1. Prepare Your CSV File: Ensure your CSV file is structured properly with columns for the key and values.

2. Use pulldata to Retrieve Values: Use the pulldata function to fetch the values from the CSV file. <- this step failed to return all the values, just the first value, thus never generating a reliable count

3. Calculate the Number of Matching Choices: Use a calculation field to determine the number of matching choices.

4. Set Default Value Conditionally:

   type          name            label               calculation
   calculate     matching_values Matching Values     pulldata('csv_file', 'value', 'key', ${field_a})
   calculate     count_values    Count Values        if(${matching_values} != '', count-selected(${matching_values}), 0)
   text          field_b         Field B             if(${count_values} = 1, ${matching_values}, '')

In this setup:

• matching_values retrieves the values from the CSV file based on the answer in Field A.
• count_values calculates the number of matching values.
• field_b sets the default value to the single matching value if only one is found, otherwise it remains blank.

LindsayRaabe_FPCWA

Thanks for the suggestions, but I think I'm taking your other approach and avoiding it too. The user will just have to do the extra 1 or 2 taps/clicks on this case. At least the majority of scenarios only have 1 choice and it's not a massive form so not a big case for taps minimisation.