How to Use the Prepopulate the Form

  • leadershiptopix
    Asked on April 15, 2024 at 4:42 PM
    Also, on the contract, there is one field that I need to populate that will identify a specific dollar amount unique to each clients job amount. Will I need to redo this every time and save for each client? Thanks in advance!
  • Anna JotForm Support
    Replied on April 15, 2024 at 4:49 PM

    Hi J.R,

    Thanks for reaching out to Jotform Support. You can use the Manual Prefill feature to create different Prefills for each client. Let me show you how:

    1. In Form Builder, in the orange navigation bar at the top of the screen, click on Publish.
    2. Click on Prefill on the left side of the screen and select Manual Prefill.

    How to Prefill a Form and Send It to the Form User Image 1 Screenshot 30 Screenshot 20

    3. Click the +Add New Prefill button.
    4. Prefill the fields that you want then either directly send the Prefilled form to your sales team using the Send Invitation button on the upper-right side of the page or click the Create button to manually send this Prefill form at a later time.

    How to Prefill a Form and Send It to the Form User Image 2 Screenshot 41 Screenshot 31 How to Use the Prepopulate the Form Image 1 Screenshot 42

    That's it. You can also check out this guide on How to Prefill Form Fields With Data You Provide with Manual Prefill.

    Give it a try and let us know if you have any other questions.

 
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