Prefilling Forms in SmartSuite | 🚨 New Feature Alert 🚨

Unlocking the Full Potential of SmartSuite

As the world of no-code tools continues to evolve, companies now have more power and convenience at their fingertips than ever before. One feature that is changing the game for businesses everywhere is the ability to prefill forms in SmartSuite. This innovative feature allows you to hide form fields from users while automatically inputting information, providing a seamless user experience.

What is Prefilling in SmartSuite?

With prefilling, you can program forms to automatically fill specific fields based on given criteria. Imagine the convenience and efficiency of having repetitive or obvious details filled automatically, leaving your users with less work and providing a much smoother workflow. Moreover, you can prefill a form and hide it from the users, providing a superior user experience without compromising on data accuracy.

A Closer Look at Form Prefilling

In a nutshell, here's how it works: While building a URL for the form, you can append details indicating the information that should be prefilled on the form. It's as easy as defining certain components in the URL corresponding to the fields to be autofilled and the specific information to be filled in. If you want to learn more about this process, check out the instructions set up in SmartSuite.

However, managing characters unfriendly to URLs (like spaces) can pose a bit of a challenge. Fortunately, SmartSuite's documentations provide an encoded output legend that easily translates these problematic characters into URL-compatible formats.

In order to maintain uniqueness and avoid any misinterpretation (such as duplication of names), utilizing unique record IDs while prefilling is a good choice. This ensures that the right records are updated every time.

Prefilling and Security

Apart from convenience, prefilling also boosts privacy. Say you want to keep certain database records confidential. Prefilling allows information to be passed into a form without allowing users to see or access the rest of the data. Moreover, SmartSuite provides an option to hide prefilled fields to maintain user privacy.

Prefilling Multiple Fields

SmartSuite’s prefilling feature also supports prefilling multiple fields within the form by appending additional components using ‘&prefill’ in the URL. This allows users to open forms with several prefilled fields, effectively reducing manual inputs and fostering faster processing.

A Step Further- Automate Prefilling

To take the convenience of prefilling up a notch, you can automate the process further using formulas in SmartSuite. This functionality allows you to dynamically generate forms that carry unique prefilled information. For instance, within a user table, you can set up a dynamic prefilled form for each user.

Conclusion: Power to Your Forms!

Form prefilling in SmartSuite is a mighty tool that not only simplifies your tasks but also paves the way for a more efficient and smoother workflow. In a world where automation is the key, prefilling form fields gives you a competitive edge in managing your tasks more effectively while also saving time.

Want assistance in integrations or automating your form prefilling in SmartSuite? Our team of experts at GAP Consulting can make your transition to SmartSuite seamless and productive. Reach out to us to unlock the full potential of your no code tools with the help of prefilling forms feature in SmartSuite.