Set up your Experience Cloud form to prefill data from a Lightning Record List component, here's how:
Remote Site Settings
Remote Site settings can be set up from the Formstack App Admin Settings Panel. If there are issues with prefill on your Community forms, you can confirm these settings are properly set by following these directions.
Setup Prefill
For the purpose of this article, we've already built our form. So now, let's publish it, and navigate to our publishing options.
From here, enable Dynamic Prefill, and you will be presented with some new options
On your primary object, you will see the ability to select your Prefill source. For this example, select the Record List option. Once it has been set up, hit Save Prefill.
Record Detail Page in Experience Site
Now that Prefill is in place, you'll want to place your Formstack form on a Lightning Record Detail Page on your Salesforce Experience Site
You can place the Formstack component on any record detail page: standard, custom, or the default Record Detail page used for objects that do not have their own Record Detail pages created. The standard lightning components can be kept or removed from the page.
If you have not created a Record Detail page and would like to, see Create Custom Pages with Experience Builder.
When you select a record from a Lightning Record List or Related List component or any record detail link/button, your Formstack form will now appear on the Record Details page and be prefilled with details from the primary object and other related objects.
If you need more information on how to embed your Experience Cloud Form inside a Experience site check out this support document.
Have any further questions? We’re here to help! Please reach out to support@formstack.com for additional assistance with your use case.
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