Journey Manager (JM) Previously known as Transact Manager (TM). | Platform Developer | 5.1 & Higher This feature is related to 5.1 and higher.
Manager offers several options to prefill a form with some data, including applicant data, when the form is rendered to the applicant. Form prefill is a great way to significantly improves user experience and reduce data entry errors. You need to configure or map form’s data with prefill data, which will affect a form’s XML at render time. Manager distinguishes the following mappings:
This allows you to reuse data that is already stored in Manager:
It provides the following benefits:
It has the following advantages and disadvantages:
Data can be provided as part of the URL (simplicity)
Difficult to map and provide complex data structures.
Extracts of Submission Data can also be configured via the Form Data Configuration.
A form’s data configuration can contain one or more of the following methods of prefill data mappings in a form's XML data structure:
Before a form is rendered and presented to form users, the various prefill methods are applied in the following order:
As a form can contain multiple prefill methods, it is important to understand the way this is handled in Manager. Where multiple mappings to the same form field exist, prefill data obtained at later stages overrides earlier obtained prefill data.
The form prefill is a flexible tool that allows you to implement various customer requirements. You can even mask some mask certain fields, such as data of birth, phone number or address, on a form resume to improve application security.
Next, learn about form property prefill mapping.