The Prefill Mapping feature is currently in beta and not currently available to all users at this time
Formstack’s Field Prefill add-on combines the power of Saved Fields and SSO to populate an end user’s form with data housed within your SSO provider. This add-on will help your organization remove data silos and improve data accuracy.
To get started, you’ll need to set up your Saved Fields. Saved Fields allow you to identify the custom fields you often use and save them so they can be reused on future forms without needing to edit the field name or settings. As an example, a college or university form builder might include a custom field, such as Student ID, as one of their saved fields.
Here’s how it works.
1. Start by creating a new form.
2. Use the drag-and-drop builder to add fields to your form. Rename the added fields and update the field settings, as needed.
3. Under your general field settings, you’ll see the option to SAVE THIS FIELD FOR REUSE LATER. Give your Saved Field a title and save.
4. Once you’ve established your Saved Fields, you’re ready to set up Field Prefill. Navigate to your Account Profile and choose the Prefill Mapping tab. Select Create Prefill Mapping.
5. Give your prefill mapping a name and choose your data source. Field Prefill uses Single Sign-On Authentication to prefill forms. If you have not already set up your Single Sign-On (SSO) Authentication, you’ll need to do that before you can map your fields.
6. Once you’ve selected your Form Authentication details, a list of fields from your SSO-provider will appear. Next, you’ll map these fields to the Saved Fields you created.
Note: For fields that may capture sensitive information or personal health data, make sure to use the dropdown to update your security settings and turn on data encryption.
7. As needed, grant or revoke user access to your new Prefill Mapping.
Note: Account Administrators have access to all Prefill Mappings.
8. Once you’ve mapped your fields and reviewed your user access settings, move your mapping from Inactive to Active.