Question re: the process you explained around the 20min mark...say I have an enrollment form on my website. The second part of my approval process is another form that gets assigned to me with data prefilled. Will it prefill new forms as they come in? The way you explained it in the video seems manual. I'm just wondering what happens when another initial form gets filled out, will it follow the same prefill protocol?
@sg83452 жыл бұрын
Also another question. If I setup prefill at the form level...do I also need to setup prefill in my approval settings?
@Jotform2 жыл бұрын
Hello there! To automatically send another form to respondents or approvers with data prefilled from the first form on approval flow, simply use the Form element then enable Prefill in its settings. Here's a visual guide: link.jotform.com/OpC9S59cz9. With regards to your other question, there's no need to setup prefill in the form level. The prefill can be configured right on the form element on approval flow. If you need further assistance, reach out to us via our Support Contact Form www.jotform.com/contact/.
@ros_na2 жыл бұрын
Hi! Amazing presentation, I have a question, Is it possible for the general users to use prefilled in Jotform?
@Jotform2 жыл бұрын
Yes, you just have to be logged in to your Jotform account, edit a form and go to Prefill to create prefilled forms then get the provided link to share the prefilled form with your clients. You can learn more about Jotform Prefill here: www.jotform.com/help/1805-what-is-jotform-prefill-and-how-does-it-work/
@jaimmepho38782 жыл бұрын
Hi :) I am wondering how I am able to attach individual information sheets (that would be different for each user) Could I enter the attachment in my spreadsheet and it would pre-fill when attached to my jot form?
@Jotform2 жыл бұрын
Hello Jaimme, It is possible to prefill your form with data from your Excel/CSV file but you must import them first into your form Table. Here's how to import your data in Tables: www.jotform.com/help/1001-how-to-import-data-in-jotform-tables/. After that, follow this guide on how to prefill your form with data from Tables: www.jotform.com/help/1808-how-to-prefill-form-fields-with-data-from-other-tables-with-table-prefill/. If you have more questions, please contact us in our Support System using our Support Contact Form here www.jotform.com/contact/ so we can help.