Jotform Form’s Prefill allows you to prepopulate your form fields with data from another form in your account. It selects the main submission table of your form as the source where you can map the fields accordingly. While this requires manual setup in the form, this saves time for users to fill in the same data they previously submitted.
How to set up Form Prefill in the form? Let’s start!
- In the form builder, go to the Publish tab.
- Select the Prefill tab from the left menu.
- Click on the Form Prefill option.
- Select the form and map the fields from the selected form which you wish to prefill to your current form.
- Click on the Add More button if you wish to map more fields. Click on the Save button if you are done to save the mapping.
- Once fields are mapped, click on the Add a New Prefill button. This will open the selected form’s table.
- From the table, you can select the individual submission or select all. The checkbox is available on the left side of each entry. Assuming that you’ve already selected the submissions, click on the Create button.
Note
While you can select all submissions, you can only create 20 Prefilled URLs at a time. Therefore, selecting all and clicking the Create button will not work. You will receive a message indicating the limit instead.
Additionally, you can filter the submissions to display a specific set of information. To know more about the filter option, please visit the following guide: How to Use Different Filters to Easily Manage Your Data in Jotform Tables
The Prefilled URLs are now created. Each of the Prefilled URLs is labeled based on the user’s name from the selected table.
The users can edit the prefilled data. If you do not want users to edit the data, change the permission from Editable to Read Only.
You can select all Prefilled URLs and send or delete them at once. Click the Select All and click Send Invitation to send or click the Delete button to delete.
Clicking on the Send Invitation will open the popup. The recipient’s email address is automatically filled with the user’s email address from the selected form. You can add a message to let users know of the prefilled URL. Click on the Send Invitation button to send.
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 send the invitation is grayed out.
On each Prefilled URL, clicking the 3-dot menu will allow you to do the following:
- Send Invitation – if you wish to send the prefilled URL individually. It’s useful if the user lost the previous invitation.
- Copy URL – if you wish to send the prefilled URL manually.
- Rename – if you want to change the name of the Prefilled URL.
- Delete – to delete the prefilled URL.
If you want to add or remove the mapped fields, click on the Settings button to do so.
Form Prefill supports the following fields only:
- Full Name
- 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 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
Send Comment:
11 Comments:
I have a long membership form with many fields but I can only select 12 field for prefill. Can this be increased?
Sending an invitation email through the jotform system creates a bad link through which the payment never works if you try to fill the form from the invitation link. The exact link will work fine if you copy and paste the link into the browser (or copy and paste the link into an email from your own personal email and send it that way). But the send invitation button is VERY MUCH BROKEN! Our organization had over 50 people trying to click the automated invitation link, fill and pay - no one could get past the payment so no one could submit for a few weeks until I finally figured out that the link doesn't work unless copied and pasted.
Several mapped fields are not pulling over to the new form. What could be causing this issue? For example, FORM 1 "Preferred Name" is mapped to FORM 2 "Preferred Name". They are the same field type. I can't figure out what is happening.
Is it possible to use a 'encrypted data' enabled form to prefilled forms ?
Alternatively
How do you make their data accessible to users when you have used an 'encrypted data' enabled form to refill a form ?
Many thanks in advance
Buenas tardes, este prellenado se lo puede hacer desde una tabla?
Es decir crear un boton que me llene un formulario con determinados campos?
Is it possible to automate this process using workflow builder? form 1 informs form 2 and automatically sends it to predefined users conditionally based upon a field entry in form 1?
What is the difference between using the Prefill Form versus the prefill Table?
I need help with setting this up. I want to have information from form 1 go to form 2. I want to type in customer number eg 1234 and then all the details link with form 1 are generated.
Is this possible ?
This page is not well-written, and the small numbers it allows makes it not very useful.
It is written above:
"8. The Prefilled URLs are now created. Each of the Prefilled URLs is labeled based on the user's name from the selected table."
Can you explain this more? My test just use an email address field on my form which I created for another purpose.
Is there a way to chose which field is used to label each Prefill URL?
Is it possible to prefill from another form and have the prefilled data be in bold or italics?