Question

Ability to Save a Template to Populate Form Later

Forms Version 10 Feature Ideas How To

Updated June 20, 2019

asked on June 19, 2019

Hi,

I have a question regarding whether there is a feature/option in forms that allows a user to populate a form once and save those values when they need to submit the same form again later. We're not sure if there is a feature similar to what I mentioned and we're just not seeing it or this feature does not exist in forms. The last time a question similar to this was asked was quite a while ago and we want to know if there has been any news or update to this feature? Thanks.

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replied on June 20, 2019

Thank you both for the responses. My managers were looking more for a built-in functionality, through Laserfiche, that end users can select and set themselves without programmer intervention. It does not look like there is one built in and be usable by end users/submitter then?

We were testing out a way to do this with Workflow and SQL to see if it was possible, but we noticed the lookup rules don't populate radio buttons nor checkboxes? We also have a forms table that we need populating with saved values, do any of your mentioned methods work or only SQL and lookup rules work? Thanks for the help.

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replied on June 20, 2019

There are a few ways you could do this. If the form needs to be filled out in generally the same way each time, you could set default values for the fields. If each person needs their own template or there are multiple templates based on the circumstances, you could fill the form values by passing them in via URL. Just take the starting form URL and append variableName=value, variable2Name=value2... You could save these links as your templates and whenever you needed to start a form with many values filled, just use the link to open the form.

If those options don't work, there are Chrome extensions that automatically fill forms like Autofill. You can set them up to look for specific form fields and fill them in with whatever value you'd like.

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replied on June 20, 2019 • Show version history

All of Jared's suggestions are great.

Also, you could capture the info of the first form submitted and move it to a database (using Workflow), then use a lookup by user ID, the next time they need to fill it out.

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Ability to Save a Template to Populate Form Later

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