Auto populate fields with user company information

  • culturemediaconcepts
    Asked on January 23, 2020 at 5:23 PM

    Hello,

    We have been asked by our customers to allow for the cells to auto populate their contact information, including address and phone numbers.

    Also, could there be a history/ reorder function for repeated orders from the same customer?

    Thanks,

    Tony Gonzalez

  • enterprisesupportteam
    Replied on January 23, 2020 at 7:32 PM

    Hello Tony!

    Thank you for contacting our support team, I am more than happy to assist you with your inquiry.

    It is very possible to auto-populate fields in your form for a repeat customer or any customers that you already have information on. To do this you can utilize our Spreadsheet to Form widget, where you match the headers from a spreadsheet to the fields in your form and have the fields auto-fill.

    This method will require that you keep a spreadsheet with your customer information and have them organized by a unique code. When a user enters their unique code into the form they will be matched by the spreadsheet and the specific fields will be auto-populated.

    Here is a helpful user guide to help you better understand this process: How-to-Use-the-Spreadsheet-to-Form-Widget

    Please let us know if you require any further assistance with this task so that we may continue to guide you, we are always happy to help!