What are Pre-Fill Forms?

Table of Contents

1. Overview
2. How do I set up Pre-Fill Forms as an Admin or Manager? 
3. Form Submission Workflow
4. How do I create and submit a Pre-Fill Form? 
5. Troubleshooting and tips

To enable this feature, please contact your Customer Success Manager.

1. Overview

Pre-Fill forms allow you to create and submit already Pre-Fill forms with answers from a previous form. 

Once it is enabled for your organization's account, admin/managers (or any employee with template editing permission will see a toggle in the form template editing screens).

Turning on the toggle will allow employees to create Pre-Fill forms from submitted forms using the template.

Please contact your Customer Success Manager to enable this feature for your organization's account.

2. How do I set up Pre-Fill Forms as an Admin or Manager? 

A manager or admin with form template editing permissions will be able to:

1. Enable pre-fill on questions and lookups of all types. This will include Company lookup, Employee lookup, Asset lookup, Signature, and Hazard Assessment question types.
2. Configure specifically which sections and questions in the form body you want to have pre-fill applied.
3. Use new features in the custom headers to configure pre-fill on any field of your choice.

Employees using the mobile app who wish to use the Pre-fill feature will need to sync their app to grab the latest version of the form template for the feature to work on their end.

Enabling Pre-Fill forms can only be executed on the web application.

Pre-Filling on Form Templates 

1. Click on 'Inspections' or 'Meetings' on the main menu
2. Click on 'Inspection Templates' under the 'Manage' menu
3. Edit form template by clicking the editing icon next to a form template name
4. The toggles will be found in the template editing page. You can allow pre-filling for the entire form, for an entire section, or on individual questions and follow up questions.

To apply changes, click the 'Save' button at the button of the page. If the template has not been published, click the 'Publish' button in the form template listing page to publish the template for form submission.

Alternatively, the pre-fill toggles can also be found when creating a new form template.

Pre-Filling on Custom Header Fields

You can also now configure Pre-Fill on Custom Header Fields. Head over to the Inspection Header Fields or Meetings Header Fields to configure which custom header fields you want to allow pre-fill

3. Form Submission Workflow

Employees with the following permissions can create and submit forms on the web and mobile with Pre-Fill answers in their respective modules.

• Edit Any Inspection
• Edit Any Meeting

If your your account has permission to edit and submit forms, you can create Pre-Fill forms from any submitted form using the latest version of a form template with Pre-Fill forms enabled.

If a form header or form template has been updated, the Pre-Fill option will no longer be available, and you will need to create a new form from scratch using the new template.

4. How do I create and submit a Pre-Fill Form? 

On the mobile app: 

1. Tap the Forms module

2. Tap the (+) button to start a new form

3. Choose a form template and site 

4. In the window that pops up from the bottom of the screen, tap "Pre-Fill from Previous"

On the web app:

1. Navigate to the Inspection or Meetings module and click "Start New Inspection" or "Start New Meeting"
2. Select the site to which you want to submit the form.
3. If the form you selected has Pre-Filled sections enabled, and you have previously submitted that form at the same site you selected in Step 2 then you will be able to choose to "Pre-Fill from Previous"