Prefill and hide form fields
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Paul Ricci
Two form requests:
1) Ability to have certain fields pre-filled based and hidden on form.
As an example, we want to send the form to people that registered for a specific event but don't want to display the field since we don't want them to alter or delete the event name since their responses are associated with only that specific event.
The form response would show the associated event name that was hidden.
2) Would like to display field information as a static field, to show the name of the event on the form.
In both cases, the form responses would associate with the same specific event.
As an example, the header area would show "Thank you for registering for the "Event Name"." There would be one standard form used for multiple events.
Brian Dollen
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The prefilling feature for forms has been released! You can find the help article with a feature video here: https://help.smartsuite.com/en/articles/10305706-prefilled-forms-in-smartsuite
In addition to this, we have the ability to choose if a field on the form should be hidden or view-only, allowing additional flexibility when prefilling.
Noelle Starling
Brian Dollen Thanks for this update! Can an example video, article or template be made on how to use this for event RSVPs? I have a similar case as the feature requester but the feature release video is not so clear on how to easily accomplish this. For example event name is a linked field. Would want the event name to be pre-selected somehow so that when the RSVP comes in, we know which event RSVP form was used.
Brian Dollen
Noelle Starling This will slightly vary depending on how people RSVPing are being provided your form, but you'll want to make sure that method for the RSVP form is where the event is pre-selected.
Here is an example video that I hope is helpful - happy to answer any questions if you'd like to reach out in our live chat as well!
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Caleb Cook
Brian Dollen if a linked record field on the form is "hidden" from the user, is it actually protecting the other linked record data or just hiding visibility?
For example... if I want to always use the link to prefill a user record on a hidden form field (which has email/phone/etc) can I be confident knowing that they can't use the browser tools to "unhide" that field or access other loaded records?
Noelle Starling
Brian Dollen got it, thanks!
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Irfan Khan
What’s the status on this? Currently still have to use fillout for a lot of stuff
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Kulbir
This was supposed to be delivered in Fall 2024. Considering alternative solutions.
Jon Darbyshire
in progress
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Mike Jungers
Looking forward to this as well. In the meantime, I use Fillout and URL parameters to prefill forms, including linked record values such as Company Name, etc.
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Kulbir
Looks like many feature requests were moved to planned in 2022 but still stuck there. Are there any updates on this?
Larry Baxter
It’s been ages - any update for the plans on this vital request?
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Josh Ovett
any update on this?
Brian Dollen
Merged in a post:
Autofill in Forms
Brian Dollen
I would like to be able to have certain fields in a form to autofill based on information from the triggering record, or maybe even the ability to associate it with a record without having the user select it.
For example if one of the steps in my workflow is to gather more information from Company A and I have an automation send them the form link, I would like the information to be automatically linked back to Company A on submission instead of them needing to pick their linked record from the list of all companies.
Another example would be to send out a yearly contact information form where the information could all be auto-filled based on the original contact record. This would allow them to know what is already in the system and not have to fill anything out if nothing has changed.
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Gary Ford
Yes - I just figured out that I cannot use a lookup on a form.... Really think we should get this ability... Everything Brian Dollen said I want to do as well.
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