Is it possible to auto-populate forms?

1

We have a form that is sent to be filled out by representatives for their company in regards to what they can offer and where they can do business.

However, the info selected is always changing and therefore we need to continuously update the information on our system.

Is there a way to send these representatives a link to the form that can auto-populate their previous selections?

For example if they are from ACME company and they selected that they can do business in CA, TX, and Florida, I would love to send them a link that pre-selects those same states so they can easily select or unselect as needed.

This is a very simple explanation but there are about 20 columns with fields to select from.

2

You sure can! Here’s how you do it.

  1. Add a text/url formula field to your form table that generates a prep-pop form URL for each row. This is what the formula looks like you and you grab it from the Prep-pop Form ULR field from this doc.

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  2. Make sure the following 2 settings are enabled on your form. I’m assuming you have reference tables in this form since you mentioned States.

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  3. Create a button on your form table that copies the pre-pop URL for you

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Now each URL will prep-pop the form with that rows specific values like this:

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You can play with the example doc I created here.

4 Likes
3

Thank you! The only thing is that we were looking for those rows to just be updated with information as opposed to adding a new row. Do you know if that would be possible?

Although, I know of ways to go around it such as using the CodaTrick’s guy’s “duplicate search and delete” system.

4

Ahh so you don’t want to auto-populate a form with their previous selections, you want the user to be able to edit an existing row.

The easiest way around this is use what I imagine is the “duplicate search and delete” reference. Which isn’t a terrible solution, although it does require a couple of steps:

  1. On the table add an “Update ID” field and keep it hidden
  2. On the form enable “Include hidden columns for ULR parameters”
  3. Add the “Update ID” column and value to the pre-population URL we created
  4. Create an automation that fires when the form is submitted
    a. Condition: If “Update ID” field is not blank
    b. Find the row with ID that = “Update ID” and delete it

Although instead of deleting the existing row you may want to keep the original around and in that case you’d find the existing row, update all the fields with the newly submitted row, then delete the newly submitted row.

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