Prepopulate fields automatically

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    frenda
    Asked on January 08, 2019 at 04:55 AM

    Is it possible to automatically prepopulate forms with different options depending on the person filling in the form? When we get a new customer we would like some information from that customer (today found in Airtable) to be automatically filled in some of the fields. We will first create and send in an editable form and after that we would like some fields to be prepopulated. Those fields will control what other fields will be shown in the form.

    Additionally we would not like thos prepopulated fields to be visible to the customer filling in the form. Can that be done?


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    ashwin_d
    Answered on January 08, 2019 at 05:54 AM

    Yes it is possible to automatically pass the data from one form to another form. You may like to take a look at the following guide which should help you:   https://www.jotform.com/help/351-How-to-Automatically-Pass-Form-Data-to-Another-Form 


    Additionally we would not like thos prepopulated fields to be visible to the customer filling in the form. Can that be done?

    Yes it is possible. You can hide the field. You may like to take a look at the following guide which should help you how to hide form fields:  https://www.jotform.com/help/434-How-to-Hide-Form-Fields 

    Hope this helps.

    Do get back to us if you have any questions.

  • Profile Image
    frenda
    Answered on January 08, 2019 at 10:10 AM

    We do not want to pass data from one form to another but from another source into a form (for example Airtable to a form or Google sheets to a form).

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    Kevin_G
    Answered on January 08, 2019 at 11:14 AM

    UPDATE (April 5, 2019): Direct integration with Airtable is available now. 

    1. Open the Form Builder.

    2. Find the Airtable integration under the Settings.

    1554467632Screen Shot 2019-04-05 at 10.3

    3. Paste your API Key and click on the "Authenticate" button. (To generate API Key, you should open this page and click on the "Generate API Key" button)

    1554467606Screen Shot 2019-04-05 at 10.4

    4. Select which of your bases you would like to connect to, then select one of the tables within the base.

    1554467596Screen Shot 2019-04-05 at 10.4

    5. Map the fields on the table with form fields and click on the "Save" button. 

    1554467586Screen Shot 2019-04-05 at 10.4

    6. You can create multiple connections to various Airtable bases and tables with the same integration.

    1554467577Screen Shot 2019-04-05 at 10.4

    The submissions will be sent to Airtable every time your form is submitted.

    Additionally, you can look at this guide to learn how to integrate JotForm with Airtable: https://www.jotform.com/help/561-How-to-integrate-JotForm-with-Airtable

     

    You may prefill data from a Google Sheet to the form, this guide will help you doing so: https://www.jotform.com/help/442-How-to-Use-the-Spreadsheet-to-Form-Widget 

     

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    nelly
    Answered on April 05, 2019 at 08:35 AM

    UPDATE: Direct integration with Airtable is available now. 

    1. Open the Form Builder.

    2. Find the Airtable integration under the Settings.

    1554467728Screen Shot 2019-04-05 at 10.3

    3. Paste your API Key and click on the "Authenticate" button. (To generate API Key, you should open this page and click on the "Generate API Key" button)

    1554467717Screen Shot 2019-04-05 at 10.4

    4. Select which of your bases you would like to connect to, then select one of the tables within the base.

    1554467707Screen Shot 2019-04-05 at 10.4

    5. Map the fields on the table with form fields and click on the "Save" button. 

    1554467698Screen Shot 2019-04-05 at 10.4

    6. You can create multiple connections to various Airtable bases and tables with the same integration.

    1554467688Screen Shot 2019-04-05 at 10.4

    The submissions will be sent to Airtable every time your form is submitted.

    Additionally, you can look at this guide to learn how to integrate JotForm with Airtable: https://www.jotform.com/help/561-How-to-integrate-JotForm-with-Airtable

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    frenda
    Answered on April 10, 2019 at 06:21 AM

    Great news!

    Is it also possible to populate a JotForm form with data from Airtable?
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    ashwin_d
    Answered on April 10, 2019 at 09:14 AM

    I have moved your question to a new thread so that we can address it separately. You will be answered in the following thread:  https://www.jotform.com/answers/1788513