Also another question. If I setup prefill at the form level...do I also need to setup prefill in my approval settings?

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/.

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/

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.