Prepopulate form with data entered from last submission

  • Profile Image
    Alfred 
    Asked on January 06, 2021 at 09:58 PM

    Hello,

    I anticipate that my customers will be filling out their forms annually. It would save some time for them if the answers that they had on last years completed form, carried over into the next year. I was struggling to figure out how this would be possible since there is no login system. Would this work?

    Thank you!

  • Profile Image
    Vanessa_T
    Answered on January 07, 2021 at 12:33 AM

    Can you please confirm if the users will be filling out the same form annually?

    If yes, you can create an autoresponder email with a prepopulated link. This prepopulated link will be the one they'll use to fill out by next year which already contains some of their answers.

    Setting-up-an-Autoresponder-Email

    How-to-pre-populate-the-same-form-with-data-from-a-previous-submission

  • Profile Image
    tommy
    Answered on June 24, 2021 at 04:53 AM

    Hello,

    Based on your previous question on prefill forms, we wanted to let you know that Jotform Prefill has been launched! Now you can create free prefilled forms that can be connected to CRM, Jotform Tables, and previous submissions to create pre-populated forms with unique URLs. We are so happy and excited to welcome you to explore the elements of Jotform Prefill and what you can do with them.

    You can find further information below, if you are interested.

    You can start exploring now from the Form Builder page of any form you want. Simply click the “PUBLISH” tab in your Form Builder and click the “PREFILL” option:

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    1- Manual Prefill

    You can fill the form manually and share with your users easily. When you send the URL, users can see the populated data by prefilling.

    You can create a prefilled form manually by entering the information like form filling experience and clicking “Save” at the right top. Then, a prefilled form URL that can be edited will be generated by the system.

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    By clicking the 3-dot menu button, you can see options for the created prefill form. These options are explained in this screenshot;

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    Also, you can check this guide: How to Prefill Form Fields With Data You Provide with Manual Prefill?

    2- Jotform Form Prefill

    You can prefill the fields by your old submissions. Thus, you can use existing information or imported data in Jotform Tables. For each record in Tables, you can create a prefilled URL by clicking the “Add a new Prefilled URL” button. After the submissions selection, you can click the “Create” button and prefilled URLs will be generated. After that, all created prefilled URLs will be seen at the record list.1624429158_60d2d2663efd0_

    By clicking the 3-dot menu button, you can see options for the created prefill form. These options have been explained in this screenshot;

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    Also, you can check this guide: How to Prefill Form Fields With Data From Another Form With Form Prefill?

    3- Jotform Tables Prefill

    You can prefill the fields by selecting rows from Jotform Tables. Thus, you can use existing information or imported data in Jotform Tables. For each submissions in Tables, you can create a prefilled URL by clicking the “Add a new Prefilled URL” button. After the submissions selection, you can click the “Create” button and prefilled URLs will be generated. After that, all created prefilled URLs will be seen at the record list. 

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    By clicking the 3-dot menu button, you can see options for the created prefill form. These options’ explanations can be seen in this screenshot;

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    Also, you can check this guide: How to Prefill Form Fields With Data From Other Tables with Table Prefill?

    4- SalesForce Prefill

    You can integrate your forms with a Salesforce account and match Salesforce fields with form fields. For each record in Salesforce, you can create a prefilled URL to be sent to your users. For the SalesForce prefill, you need to authenticate your Salesforce account for prefilling.

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    By clicking the 3-dot menu button, you can see options for the created prefill form. These options can be seen in this screenshot;

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    You can visit the following user guide for more details: How to Prefill a Form Using the Data From Salesforce.

    5- Hubspot Prefill

    You can integrate their form with a HubSpot account and match Salesforce fields with form fields. For each record in HubSpot, you can create a prefilled URL to be sent to your users. For the Hubspot prefill, you need to authenticate your Hubspot account for prefilling.

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    By clicking the 3-dot menu button, you can see options for the created prefill form. These options can be seen in this screenshot;

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    You can visit the following user guide for more details: How to Prefill a Form Using the Data From Hubspot

    Editable - Read Only Options

    In addition to these, You can also edit prefilled form settings for filled fields as editable by the end-user or read-only. If read-only is selected, users cannot change the prefilled information.

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    FOR MORE INFORMATION ON JOTFORM PREFILL, you can always visit our product page → Announcing Jotform Prefill and Send pre-populated forms

    In addition to these, there is a detailed guide about What Is Jotform Prefill And How Does It Work?

    Thanks for using Jotform!