-
JT LyonsAsked on January 14, 2025 at 4:26 PM
I'd like to prefil a form based on a question beiing equal to an entry in a submission table.
1. client is a customer of ours, so they have filled out a contact form
2. client comes back to our store on a different visit, we don't want to have them fill out the form again. If we get their phone number. We'd like to have their info prefil another form.
How do we do this?
-
Jovito JotForm SupportReplied on January 15, 2025 at 7:40 AM
Hi JT,
Thanks for reaching out to Jotform Support. If you want to prefill the form based on the previous user's submissions, you can be able to do that using Tables Prefill. It is easy. Let me show you how:
- In Form Builder, click Publish on the orange navigation bar.
- Then, click on Prefill on the left menu and select Tables Prefill.
- After that, select the Table and the Tab where the submission resides and match your fields before clicking on Save Settings.
5. Select the submission you want to create a prefill, then click on Create.
We also have a guide on How to Prepopulate Form Fields With Data From Other Tables that you can check. You can also check my demo form as a reference.
Give it a try and let us know how it goes.