Form-to-form mapping is a way to copy repetitive data from one form to the next. For example, if you have a workflow that includes several forms which require the participant's mailing address, form-to-form mapping will make it so they just have to enter their address one time and it will automatically populate to all the other areas where it's required.
For form to form mapping you'll be able to pull data from any form before the one you're currently working on. Follow up the two simple steps below to use in your own workflows.
- After adding a component navigate to the editor to the right of the page, the last option will be 'Pre-Fill', click on the circle to the right to enable for the particular component.
- A dropdown menu will populate under 'Pre-fill', from here you can select which form you'd like to pull from and which field. HelloWorks will recognize any fields on previous forms which now appear on the current form within the workflow.
Now when participants move through the workflow, fields will pre-populate with the information they've already filled out in the first few forms.
For a walk through check out our video on Pre-filling data.