Feature Improvement

Pre-Fill Forms

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Published
December 20, 2024

SmartSuite Forms now support pre-filling field values directly through URL parameters, enabling seamless automation and dynamic form generation.

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Key Highlights:

  • Pre-Fill Any Supported Field: Automatically populate form fields using URL parameters.
  • Dynamic Value Generation: Form URLs can be created dynamically using formulas or button fields.
  • Support for Multiple Values: Fields that accept multiple values (e.g., multi-select, linked records) allow comma-separated inputs.
  • Flexible Field Matching: Pre-fill fields using either their title or field ID.
  • Hidden Field Submission: Pre-filled values for hidden fields will still be submitted and recorded in SmartSuite.
  • Robust Linked Record Matching: Supports pre-filling linked records by ID or exact title match.

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How It Works:

  • Copy the form URL and append ?Prefill_FieldName=Value.
  • If the field name has multiple words, use + (e.g., Prefill_Full+Name=John+Doe).
  • To pre-fill multiple fields, separate them with & (e.g., Prefill_Title=Test1&Prefill_Name=John).
  • Multiple value fields accept comma-separated values (e.g., Prefill_Multiple+Select=apple,samsung).
  • If a field title is changed in the form, the pre-fill still works based on the original field title.
  • Hidden fields with pre-filled values will be submitted even if they’re not visible in the UI.

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This implementation enables dynamic form pre-filling without modifying the UI, streamlining workflows and automating form entry seamlessly.

Released
December 20, 2024
Feature Improvement

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