Transferring fields in a service

Question

We need to set up the transfer of some fields from previous to the next year in our "Tax return" service. The logic of the fields is as follows:

1. We would like to know if client is usually using external portal to sign the documents or comes to the office or we have to send the documents via regular mail.
2. These choices are usually the same from year to year. 
3. We would like to be able to see this choice when we open current year client information (since we work with the documents in current year folder) instead of going to the previous year to retrieve it. 

Answer

You can pre-populate the mentioned fields with the help of a custom business process. You can create the process that would start with the start signal of the new tax return form added with the current year in the [Year] field. When such form is created, the process should look for the form for the same client with the previous year in the Year field and read the value of the two mentioned fields (or any additional fields you want tow pre-populate with the same value as the previous year). The last process element would be the [Modify Data] element that would enter the read values into the corresponding fields of the newly created form.