{"id":28461,"date":"2017-08-22T07:36:30","date_gmt":"2017-08-22T07:36:30","guid":{"rendered":"https:\/\/www.123formbuilder.com\/docs\/?p=28461"},"modified":"2023-03-30T08:04:04","modified_gmt":"2023-03-30T08:04:04","slug":"123formbuilder-prefill-form-fields","status":"publish","type":"post","link":"https:\/\/www.123formbuilder.com\/docs\/123formbuilder-prefill-form-fields\/","title":{"rendered":"[AppExchange &#8211; 123FormBuilder ] Prefill Form Fields"},"content":{"rendered":"\n<p>With the prefill functionality, you can pre-populate form fields based on a lookup keyword entered in a predefined link. There are two parts to complete:<\/p>\n\n\n\n<p>1. The first one is the lookup configuration. Go to the <b>Lookup<\/b> tab and select the Salesforce object where you want to search for the information (we will take Contact as an example).<\/p>\n\n\n\n<p>Next, add a filter (this filter is in fact the information the search will be made by). You can filter the records by any field. We recommend using the<b> Contact (record) ID<\/b> value.  From the dropdown select the<strong> Request Value<\/strong> option. In the input box type in the variable name. Then, select from what Salesforce fields the information should be retrieved.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2023\/03\/image-6.png\"><img loading=\"lazy\" decoding=\"async\" width=\"985\" height=\"480\" src=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2023\/03\/image-6.png\" alt=\"\" class=\"wp-image-45926\" srcset=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2023\/03\/image-6.png 985w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2023\/03\/image-6-300x146.png 300w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2023\/03\/image-6-768x374.png 768w\" sizes=\"auto, (max-width: 985px) 100vw, 985px\" \/><\/a><\/figure>\n\n\n\n<p>2. Now we will move to the next part, prefilling the form. Therefore, head over to the <b>Form Prefilling<\/b> tab. Here you have to choose the lookup you\u2019ve just created. No triggers are needed and the data should load when the form is loaded. Afterward, map the Salesforce fields with the form fields where you want to have the information loaded.<\/p>\n\n\n\n<p>Don\u2019t forget to apply the changes. You will find the link below to the associated fields.<\/p>\n\n\n\n<p>As you can see, the variable value entered before at point 1, appears in your prefill link.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2023\/03\/image-7.png\"><img loading=\"lazy\" decoding=\"async\" width=\"978\" height=\"590\" src=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2023\/03\/image-7.png\" alt=\"\" class=\"wp-image-45927\" srcset=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2023\/03\/image-7.png 978w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2023\/03\/image-7-300x181.png 300w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2023\/03\/image-7-768x463.png 768w\" sizes=\"auto, (max-width: 978px) 100vw, 978px\" \/><\/a><\/figure>\n\n\n\n<p>Instead of your_value, you need to replace it with the contact ID (the filter used). Use the generated prefill link to share the form from Salesforce and replace <strong>your_value<\/strong> with the Salesforce merge field ContactID. <\/p>\n","protected":false},"excerpt":{"rendered":"<p>With the prefill functionality, you can pre-populate form fields based on a lookup keyword entered in a predefined link. There are two parts to complete: 1. The first one is the lookup configuration. Go to the Lookup tab and select the Salesforce object where you want to search for the information (we will take Contact [&hellip;]<\/p>\n","protected":false},"author":13,"featured_media":-1,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[134],"tags":[],"class_list":["post-28461","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-123formbuilder-appexchange"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>[AppExchange - 123FormBuilder ] Prefill Form Fields<\/title>\n<meta name=\"description\" content=\"Prefill form fields on your forms with the 123FormBuilder - Salesforce integration. Read this article to learn how to set up the prefill functionality.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.123formbuilder.com\/docs\/123formbuilder-prefill-form-fields\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"[AppExchange - 123FormBuilder ] Prefill Form Fields\" \/>\n<meta property=\"og:description\" content=\"Prefill form fields on your forms with the 123FormBuilder - Salesforce integration. Read this article to learn how to set up the prefill functionality.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.123formbuilder.com\/docs\/123formbuilder-prefill-form-fields\/\" \/>\n<meta property=\"og:site_name\" content=\"123FormBuilder Knowledge Base\" \/>\n<meta property=\"article:published_time\" content=\"2017-08-22T07:36:30+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-03-30T08:04:04+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2023\/03\/image-6.png\" \/>\n<meta name=\"author\" content=\"admin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"admin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"[AppExchange - 123FormBuilder ] Prefill Form Fields","description":"Prefill form fields on your forms with the 123FormBuilder - Salesforce integration. 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