Form Prepopulation: How to Transfer Data from One Form to Another Easily

I need information from our Safety Footwear Authorization form to prepopulate in our Safety Footwear receipt submission form. I am not understanding the links and how to get this to work. Is there an easy way?

Hi James,

Prefilling your form using another form is easy. Let me show you how:

1. In Form Builder, in the orange navigation bar at the top of the page, click on Publish.
2. Now, click on Prefill in the menu on the left side of the page, and then select Form Prefill.
3. Click on the Downward Arrow icon and select the form that you want to prefill from, and then match the fields.
4. Finally, click on Save Settings on the bottom-right side of the Form Prefill section.

Now that you’ve set up the prefill settings, you'll need to add a new prefill. Let’s do it:

1. Click on Add a New Prefill and select a row or the rows you want to be prefilled.
2. Then, click on the Create button in the right corner of the page.

That's it. Now, a prefill link's been created, and you can share that with people. When they open the link, the matched fields will be filled automatically. Check out the screencast below to see how it works:

If you want your prefilled fields to be read-only and not editable, you can change the options for those:

1. In the Form Prefill settings, click on Can Edit next to the prefill link.
2. In the dropdown menu that opens, select Read only, and that's it.

Give it a try and let us know if you need any other help.