Prefill is a powerful tool that provides you with a seamless experience and a secure way of prepopulating your form with data. It allows you to fetch existing data from your forms, tables or third-party providers.
You can access Prefill in the Form Builder by going to the Publish tab and selecting Prefill on the left.
When setting up Jotform Prefill, you can choose from the following sources:
- Manual
- Form
- Tables
- SSO
- Airtable
- Pipedrive
- monday.com
- Salesforce
- HubSpot
Manual Prefill
When choosing Manual Prefill, you must provide the data to your form fields to create the prefill URL. You can do that by clicking the Add a New Prefill button.
Clicking the Add a New Prefill button opens the form. Fill in the form fields, and click the Create button at the top. You can also click the Send Invitation button to send the Prefill URL to the user. Both buttons will save the URL.
For more details, see: How to Prefill Form Fields With Data You Provide with Manual Prefill.
Form Prefill
With Form Prefill, you can fetch the existing data from the selected form to create the Prefill URLs. It will particularly fetch the data from the main submissions tables. If ever you want to fetch the data from the other tabs of the selected form, set up the Tables Prefill instead.
For more details, see: How to Prefill Form Fields With Data From Another Form With Form Prefill.
Tables Prefill
Using the Tables Prefill, you can prepopulate form fields with data from a specific table or tab of the chosen form.
For more details, see: How to Prepopulate Form Fields With Data From Other Tables with Table Prefill.
SSO Prefill
Prepopulate form fields with data from your Single-Sign-On provider. Note that SSO prefill applies to Enterprise accounts only.
For more details, see: How to Enable SSO Prefill.
Airtable Prefill
With Airtable Prefill, you can prepopulate your form fields with data from any of your Airtable Base and its Tables.
Pipedrive Prefill
With Jotform’s Pipedrive Prefill, you can automatically prepopulate form fields with Leads or Organization data from your Pipedrive account.
For more details, see: How to Prefill a Form Using the Data from Pipedrive.
monday.com Prefill
With Jotform’s monday.com Prefill feature, you can automatically prepopulate form fields with data from your monday.com account.
For more details, see: How to Prefill a Form Using the Data From monday.com.
Salesforce Prefill
Prepopulate form fields with data from your Salesforce list. You can choose to populate data from your Contact or Leads section.
For more details, see: How to Prefill a Form Using the Data From Salesforce.
HubSpot Prefill
Prepopulate your form fields with your HubSpot data. You can choose to get data from Contacts or Companies.
For more details, see: How to Prefill a Form Using the Data From Hubspot.
Please note that Jotform Prefill is not a substitute for passing form data to another form or passing field data to another field within the same form. Prefill also does not support the form builder’s entire form fields and widgets.
Prefill supports the following fields:
- Full Name
- Address
- Short Text
- Long Text
- Fill in the Blank
- Phone
- Number
- Date Picker
- Time
- Dropdown
- Single Choice
- Multiple Choice
- Scale Rating
- Spinner
If you have questions about Jotform Prefill, feel free to leave your comments below or reach us through any of our support channels.
