Fields in a webform or a start a process template url can be shared with dynamic auto-populated fields using custom syntax in the URL.
During configuration of an action or process, defaults can already be set for each specific field, but this feature is used If you want further field auto-population functionality, such as customizing the webform per user or region.
Examples of Use
You can set a single field default when configuring the action, but all users accessing the webform or start a process template page will see the same default. But in some situations, you will be sharing webform or start a process template links and will want to populate the defaults in a dynamic way. This feature is helpful when:
- Sharing the same webform with different departments, but set up a custom URL to auto-populate each departments webform with their department to reduce potential error
- Setting up different auto-populated defaults for every user when starting from a batch process, such as pre-filled meeting times or dates of availability per user
Auto-populate a form with field defaults by including a custom value in the URL. This feature works by appending custom defaults to the end of the normal webform URL. Here are a list of example defaults and the fields that can be customized.
Example default values
|True or False||?field-name=True|
|Date and Time||?field-name=2018-05-14T16:20:45.266Z|
Add one default value
Each default value follows the same format: ?field-name=default. If your webform has a “Department” field and you want the field to auto-populate with "Sales", you would reference that field and format by adding: ?department=sales to the URL. Here is a step by step process; the links are just examples and will not load a webform.
- Starting with the normal webform URL:
- Append default values from the table above:
Add multiple default values
- Starting with a URL with one default value:
- Append a second default value from the table above with an & in place of the ?:
- Continue adding more default values in the same fashion:
- Since the information is stored in the URL, this shouldn’t be used for sensitive or confidential data. These auto-populated values are visible to any user with access to the url.
- This format is case insensitive. If you set a default value for a choose one field with options [‘Apple’, ‘Orange’, and ‘Pear’ ], the format ?field-name=apple will correctly set the [‘Apple’] option.