Autofill is an excellent tool that allows you to link data to your form. Think of autofill as dynamic data that is known at the start of the form submission. Using the tools explained below, you can link data onto your form.
Configuring Your Auto-Fill
When configuring your auto-fill, you have two options as to where you can get data from.
- Manually Entered Text allows you to hardcode the data value. Think of this as using an = sign in excel.
- Submission Variables are data that you want to take from your workflow and expose to your form. Think of a submission variable as a door that you have installed from a workflow to your form.
Creating a Submission Variable Door
On the digital form builder, go to the ‘Settings’ tab
Click ‘Add Submission Variable’, from here name your submission variable and give it a description if necessary. To delete, hover over the text and press the X.
Adding a Submission Variable Door
Add an auto-fill field to your digital form. Reference Adding Digital Form Fields for more information.
On the AutoFill field settings, configure Get Data From > A Submission Variable then choose the submission variable you wish to pull data from. At this point we have created the door, in the next section, we will link the workflow data to our door.
Configure the auto-fill data to pull from a dataset or a direct fill. For this example, we will choose ‘As a Direct Fill’
- As a Direct Fill will replicate the information on the form. In this example, we are going to input the workflow initiators First Name onto the form.
- From a Dataset will pull predetermined data based on an internally set dataset within Script. For more information on datasets, please contact the Script Support Team.
Under ‘Settings’ you have the option to make the auto-fill field hidden and editable.
Linking a Submission Variable Door
Now that we have created our Submission Variable door, we have to link data to walk through that door onto the form. The data is found on the workflow. Go to the workflow and click on the form step. For this example, we are assigning the form step to ‘The person who starts the Script’.
Scroll down on the step information to ‘Form Data Inputs’. Click on ‘Assign’ to assign the submission variable.
Choose the step you wish to collect data from. All of the steps prior to the form step will be shown here. For this example, we will choose ‘Submission Info’
Then choose the ‘Using Property’. This is the information that will walk through your door onto your form. For this example, we will choose ‘Initiator First Name’.
Click ‘Assign’ when you are completed.
We know that our data input is assigned when the original assign button changes to ‘Unassign. If you need to delete or change your data input, click ‘Unassign’ and restart the process.
When you are finished assigning your data inputs, click ‘Save’.
When a user with the first name ‘Harry’ fills out the form, ‘Harry’ is automatically inputted into our auto-fill field.
Creating Manually Entered Text Auto-Fill
Manually entered text is an easy way to automatically fill your form with known data. Use this field if the answer will be the same every time. For example, the school district name.
Configure the Auto-Fill field to ‘Manually Entered Text’ then enter in your manual data value.
Reference above for more information about auto-fill data options and field settings.