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Does JotForm pre-fill fields like - phone number and contact name -Asked by sjenness on September 20, 2015 at 09:53 AM
I am in the process of setting up a data verification program. The form I use must be able to pre-fill contact data on the customer's we are calling. further, I need the updated data, collected in different fields, to be captured in the same database as the pre-fill fields.
Can you help me with this?
You can pre-populate fields in your form using URL Parameters. You can check this link for an example on one of your forms - http://www.jotform.ca/form/42741934174255?fullName1[first]=John&fullName1[last]=Doe&phoneNumber5[area]=123&phoneNumber5[phone]=4567890. For more information, you can check this article: Prepopulating fields to your JotForm via URL parameters.
Do let us know if you need further assistance.
Thank you for the quick response.
My data source will contain 1,000-10,000 customer names and addresses for my people to verify during a phone call. How can I use this to pre-populate
These records so my people can access them via the web?
You solution is for single records only (or so it seems).
Any help for this one?
Unfortunately, it is not currently possible to have the form query an outside source. You can pre-fill a form using the method referenced by my colleague or you can use conditions to update fields, based on selections made in other fields:
This would require a condition to be setup for each person to pre-fill the rest of the form with their data. For 1,000-10,000 entries, this is not something that would be very reasonable.
You could collect the data through your form, then have it forwarded to a Google Spreadsheet:
This would allow your people to verify the address and name via the spreadsheet.