Step 1. Select your form

Login to your MightyForms dashboard, then:

Select an existing form from your dashboard

Create a new form from scratch

Select one of the Templates

or Transfer an existing Form

Step 2. Set up a Rule

Navigate to Rules via left-side panel:



In the "If" section - specify a condition when some of the fields in your form should be updated. Different field-types have their specific collection of conditions to set up.



Move to "Then" section and pick Update in the Do dropdown

Select the Target field from your form you want to pre-fill with a specific data

Fill a value you want to assign to the targeted field if submission faced your predefined conditions.

Example. Mark customers as returned to help your sales team better prepare for future communication.



Note: You can make the "Customer Type" field hidden so that it's only visible to your team after submission.

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