How to Prefill Form Fields Using Submission Data
MightyForms' Submission Data Prefill feature enables you to prepopulate form fields with data from previous submissions within the same form. This functionality streamlines the form-filling process, eliminating the need for manual data entry and saving valuable time.
How to Set Up Submission Data Prefill in the Form:
- In the MightyForms Form Builder, navigate to the Prefills tab.
- Click on the Submission Prefill option.
- Click "Add New Prefill." This action will open the submission tab of this form.
- You have the option to choose individual submissions or select all from the submission tab. Each entry has a checkbox on the left side. After making your selections, proceed by clicking the "Create Prefill" button to generate the Prefilled URLs.
Note:
While you can select all submissions, you can only create 25 Prefilled URLs at a time. Therefore, selecting all and clicking the "Create Prefill" button will not work.
The Prefilled URLs are now created! Each of the Prefilled URLs is labeled based on the user’s name from the selected table.
Useful Tips:
- You can change the name of the prefill entry to your preferred label by clicking the three dots next to the prefill. We recommend renaming it with the name or email of the user.
- You can select all Prefilled URLs and send or delete them at once. Click "Select All" and then choose the desired action: "Send Invitation" or "Delete".
- When you click the "Send Invitation" button, a popup window will appear for entering the recipient’s email address for each prefilled URL. Optionally, you can add a message. Once ready, click the "Send Invitation" button at the bottom of the window.
- Note that 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 will be grayed out.
On each Prefilled URL, clicking the 3-dot menu will allow you to do the following:
- Lock - allows you to password protect this prefill.
- Send Invite – 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.
- Settings - here you can enable updating the existing submission when this prefill is updated.
- Delete – to delete the prefilled URL.
Submission Prefill supports the following fields only:
- Input
- Number
- Phone
- Price
- URL
- Long Text
- Address
- Date/Time
- Dropdown
- Multiple Choice
- Icons Choice
- Single Choice
- Images Choice
- Rating
- Score
If you have any questions, suggestions, or encounter difficulty setting up the prefill, feel free to reach out to our support team for assistance!
Curious about what else you can do with Prefill? Check out the following page: How to Optimize Form Filling with MightyForms Prefill Feature.