How can I prepopulate fields in one form with values from another?

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    Asked on December 19, 2012 at 04:58 AM

    I'm making up a real estate form for use of a regard in such and have one form dedicated for the information about a property put in by a salesman, which is then sent in an email notification to someone in admin. This admin person then needs to fill out a form on their side. I was thinking it would make things easier for the common fields in these forms to be shared and prepopulated for the admin person. I was wondering if this was possible at all? I know in the notification email I can add a link to another form, but can I use the information in the email to pass through?

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    Answered on December 19, 2012 at 05:30 AM

    Hello honsaar.  Yes, this is possible. 

    One idea is to prepopulate fields on another form received by agents using URL parameters via email, you can search for the fields of the 2nd form and find the field names required to be filled.  Next, get the email template variables (values on your email notification editor with { })

    So on your email notification's content, you will need to create a link to your 2nd form something like this:{firstnamevar}&lastname={lastnamevar}

    This way, when the agent follows the link, the form is already prepopulated with values coming from the 1st form.

    You can learn more about prepopulating fields on your form via URL parameters on this user guide.

    Feel free to share with us further details on the process of your form so we can give you a more detailed guide.