PlatoForms User Guide
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  • Form Builder

    Creating an Online Form for an Existing PDF

  • Custom Domain

    With Builder you can build three types of forms: online web forms, online PDF forms, and master forms.

  • Master Form Builder

    you will arrive at the Form Builder. On the form Builder, there are three main sections:

What's new? API Docs

Pre-filled form

Tabs

Discover the convenience of pre-filled forms through this article.

What is pre-filled form?

Pre-filling makes forms faster and easier. When your respondents open a form from an invitation, some answers are already there. This saves time, reduces mistakes, and makes things smoother.

Apply pre-filled form

Here’s how to create one:

  1. After setting up your invitation, click Pre-fill Form in the Invitation panel.

    Pre-filled form button

    This will open a new page displaying the associated form.

  2. On the associated form, Fill in the form with the info you want.

    Pre-filled field status

    The fields you fill will turn yellow. You can decide if respondents can see them or if they’re read-only (no changes allowed) by crossing out or uncrossing the eye and pen icons.

  3. Change these pre-filled fields’ status by crossing out or uncrossing the options:

    • Cross out Visible (eye icon): The pre-filled field is hidden from respondents.

    • Uncross Visible and cross out Read-only (pen icon): The pre-filled field visible to respondents, but they can’t change it.

    • Uncross Visible and uncross Read-only: It allows respondents to see and modify the pre-filled content.

  4. (Optional) For global settings, at the top of the page, you can turn “read-only” and “hidden” options on or off as per your requirements.

    Pre fill global settings

  5. Once you’ve finished creating the pre-filled form, click Save Pre-filled Form.

    When your recipients open the invitation, they will see the pre-filled form fields.

Other ways to create pre-filled forms

PlatoForms provides three options to help you pre-fill form data before sending it to respondents:

Option Description
“Pre-filled form” feature as describe above.
  • Use this when creating form invitations.
  • Set pre-filled content as “Read-only” to prevent changes.
  • Ideal for pre-filling data that isn’t limited to specific fields.
“Initial value” feature in “Text Input” fields. This sets default values for Text Input fields, filling them in automatically when the form loads.
“Save for later” feature.
  • Pre-fill your form fields and provide a link for respondents to complete the rest later.
  • Keep in mind, this feature isn’t mainly for pre-filling, but for respondents to save and continue filling out forms at a later time.
  • Since respondents can edit saved data, you might not be able to track previous records if they make changes.

Choose the pre-filling method that aligns with your needs and form design.

Video tutorial

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