Forms
Pre-fill a form's answers
Admins & staffGrowth and above
Enter the answers you already know so your client only has to check them and fill in the rest.
Where:SidebarTasksTask name
- Select Tasks in the sidebar, then select a task that has a form attached.
- Select the form card, named after the form, to open it.
- Select Pre-fill Answers.
- Enter the answers you know.
- Select Save Answers.
Good to know
- The client sees your answers already filled in and can change them.
- You can pre-fill while the task is a draft, active or needs changes, and only until the client first saves or submits the form.
- After that, you can only look at what you entered, with View Pre-filled Answers.
Related
- Set default answersFill in a field's answer ahead of time so your client only changes it if it is wrong.
- Attach a form to a taskGive a client a published form to fill in as part of a task.
- Send a form to a client to signGive a client a form to fill in and sign, from choosing the form to sending the task.
- See how a client fills in a formSee how a client opens, saves and submits a form on a task, and what happens after they submit.