Prefill Fields Using User Profile

Prefill Fields utilizing the User's Profile

One of the benefits of utilizing Single Sign On (SSO) for Dynamic Forms, is that certain basic information from the User's Profile can be passed to the form and pre-populated for ease of use for the end user.

The following fields can be populated based on the User Profile information:

  • First Name
  • Last Name
  • Full Name
  • Email 
  • EmployeeStudent
  • Manager
  • StudentID

 

Configure Prefill Fields

Short Answer Form Items can be configured so they are prefilled when a participant accesses a form. 

  1. Using a Short Answer Form Item, click on Advanced and set the Field Type to Prefill, as seen below: 

  1. Prefill Setting will appear, set Prefill Source to User Profile and then for Prefill With select the correct field from the drop-down list to be used to prefill that Short Answer Form Item, as seen below: 

  1. We do not allow users (participants) to edit a field that has been prefilled using the User Profile, so validate that the Allow users to edit this field? is not checked off, as seen below:

  1. Click the Save button to save your Short Answer Form Item settings. 

 

Questions? Contact the Dynamic Forms ITS Team by emailing PMO@sfasu.edu.
Print Article