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Form Property Prefill Mapping

   Journey Manager (JM) Previously known as Transact Manager (TM).  |    Platform Developer  |   Updated in v18.11 This feature was updated in v18.11.

Manager allows you to map form properties to values within the form seed for prefill purposes. You can use this functionality in several ways. For example, when a user logs in to a form space and starts to fill in a form, user's contact details are already prefilled. This is achieved with the properties mechanism to prefill a form when it is rendered to a user. This mechanism relies on mapping a target form data field to the related user property using XPathXPath (XML Path Language) is a query language for selecting nodes from an XML document. In addition, XPath may be used to compute values (e.g., strings, numbers, or Boolean values) from the content of an XML document. XPath was defined by the World Wide Web Consortium (W3C). variables. These user properties are of special type so each value is automatically sourced from the logged in user’s profile.

Note

If you don't map properties, they won't be in a XML document that Manager sends to a form for the properties prefill.

Form property can have one of the following scopes:

  • User which obtains the value from the user’s profile of the logged in user.
  • Form which obtains its value directly or dynamically from a form version.
  • Client which obtains its value directly or dynamically from an organization.

To configure form property prefill mapping:

  1. Select Forms > Forms.
  2. Locate a form and click Edit.
  3. Select a form version and click Edit Form Data Config.
  4. Click the Property Prefill Mapping tab to view any existing mappings.
  5. Click Edit to create or update the data mappings. You have the following options to map elements depending on your Manager version:
  6. Click Save to update the changes.
  7. Check the updated mappings. In this example, the scope of these properties is User, so the values are sourced from the logged in user’s profile.
  8. Select the Prefill with Organization Property Values checkbox to use organization (client scope) defined property values to prefill the form.
  9. Warning

    Organizations property values will be overridden by property values defined at the form version level.

    Note

    This setting doesn’t apply to user properties.

  10. Select the Update User Profile on Submission checkbox to use the mapping for user properties at submission time to store data the user entered into the form back into the user profile.
  11. Click Save to update the changes.
  12. When a user logs onto a form and selects the first form, it is already prefilled with the user data such as First Name, Last Name, and Email from the user profile.
Note

Watch the Manager property prefill video to learn how to configure and use property prefill of form scope.

Next, learn about form request parameter prefill mapping.