Make your customers' lives easier by prefilling some of the questionnaire fields for them! Common fields to prefill are From version 3.92+, you have the ability to pre-populate fields based on customer/user data, or page parameters. For example, Name and Company Name (for logged in users), or product code (if the form is a stock enquiry form on a product detail page). Here's a quick how-to: - First, find your questionnaire fields - navigate to Advanced Content → Questionnaire Group Maintenance.
- Select your questionnaire and click the 'Questions' link. This will show you the field name of each questionnaire field - take note (or a screenshot!).
- Now, go to Advanced Content → Questionnaire Field Maintenance.
- Search for the field you wish to prefill and click 'Modify'.
- Enter the appropriate value in the 'Token to Prepopulate' field (see table below).
- Click 'OK' to save.
- Click the 'RefreshDictionary' link to update your questionnaire.
- Repeat for any remaining fields.
| Field to Prefill | Token |
|---|
| User Name | User.FirstName,User.Surname | | Company Name | Customer.Name | | Email Address | User.EmailAddress | | Phone | User.PhoneNumber |
If you don't see the token you're after, contact our friendly Support team for assistance. |