How to Prefill Form Fields With Data You Provide with Manual Prefill?

June 30, 2022

With Jotform’s Manual Prefill, prepopulating your form fields with data no longer needs you to go outside of the form builder. You no longer need to maintain a spreadsheet for multiple URLs as the prefilled URLs are saved within your settings and can be shared again when needed. It is also secured as prefill URLs are saved with unique tokens to display the data.

So, how do you prefill form fields with the data you provide with manual prefill? Let’s start!

  1. In the form builder, go to the Publish tab.
  2. Select the Prefill tab from the left menu.
  3. Click on the Manual Prefill option.
manual-prefill-option
  1. Click on the Add a New Prefill button. This will open the form where you can enter the data for a further prefilling.
add-a-new-prefill
  1. Fill in all the fields you wish to prepopulate. Once done, click the Create button.
create-manual-prefill

Useful tip

At the top of the page, you can change the “New Prefill” name to your preferred label. We suggest to rename it with the name of the user.

edit-prefill-name

By default, users can edit the pre-filled data. If you do not want users to edit the data, you can change the permission from Can Edit to Read Only. Click Can Edit and then click on the Read Only option.

change-prefill-form-permissions

You can select all Prefilled URLs and send or delete them at once. Click the Select All and then click on the Send Invitation button to send or click on the Delete button to delete.

prefill-send-invitation

When you click Send Invitation button, a popup window will appear to enter the recipient’s email address for each prefilled URL. It is optional, but you can also add a message. Once ready, click the Send Invitation button at the bottom of the window.

send-invitation-button

You can select all Prefilled URLs, but note you can only send an invitation to up to five (5) people at a time. Selecting more than this number will display an error message and the button to sent the invitation will be grayed out.

On each Prefilled URL, clicking the 3-dot menu will allow you to do the following:

kebab-menu-manual-prefill

Manual Prefill supports the following fields only:

  • Full Name
  • Email
  • Address
  • Short Text
  • Long Text
  • Fill in the Blank
  • Phone
  • Number
  • Date Picker
  • Time
  • Dropdown
  • Single Choice
  • Multiple Choice
  • Scale Rating
  • Spinner

If you have questions, suggestions, or having difficulty setting up the prefill, kindly comment below or contact us through our available support channels.

If you are curious about what else you can do with the Prefill, we suggest you check out the following page: Pre-populate Form Fields with Jotform Prefill.

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