Prefill the form based on user's previous submission

  • JT Lyons
    Asked 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 Support
    Replied 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:

    1. In Form Builder, click Publish on the orange navigation bar.
    2. Then, click on Prefill on the left menu and select Tables Prefill.
    3. After that, select the Table and the Tab where the submission resides and match your fields before clicking on Save Settings.

    Prefill the form based on users previous submission Image 1 Screenshot 40 4. Then, click on Add a New Prefill.

    5. Select the submission you want to create a prefill, then click on Create.

    Prefill the form based on users previous submission Image 2 Screenshot 51 You can create different prefills for each submission. After that, you can share the Prefill Link to your users by clicking on Send Invitation. Note that this will require the user to register a Jotform account before they can complete the prefill. But, if you don't want them to create a Jotform account, you can just click on Copy URL and send it to your users using Gmail or any email services. Here's a sample prefill link I generated on my demo form:

    Prefill the form based on users previous submission Image 3 Screenshot 62We 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.