Prefill - Process profile

Created by Nicola Minty, Modified on Wed, 2 Oct at 9:43 AM by LS

Prefill Functionality

The Prefill feature allows you to enter data before adding a new record. The entered data will remain editable, making it easier to input and adjust information as needed.





How to Set Up Prefill

To set up the Prefill feature in your project, follow these steps:

  1. Access the project via the website.
  2. Click the menu icon at the top left corner to open the menu.

  3. Navigate to Settings > Categories and select the appropriate category and subcategory.

  4. Select the Profile, then either click on the form or click the Settings button to open the form viewer page.

  5. Enter the data in the fields as prefill values.

  6. The updates will be saved automatically.










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