Prefill content in a form based on another form

Prefill content in a form based on another form


When one form is submitted with data, users are redirected to another form with pre-filled data from the previous form.

Use Case

An order management app contains two forms: one to store suppliers' details, and the other to store the details of the products supplied by the suppliers. When an admin enters the supplier's details in the Suppliers form and submits it, they are instantly redirected to the Products form with the Supplier field pre-filled.

Steps to follow

1. Create two forms with the following details:
Form Link Name
Field Type
Field Name
Field Link Name
Single Line
Supplier Name
Single Line
Product Name
Single Line
2. Create a workflow with the following details:

The workflow is to be triggered when the Suppliers form is successfully submitted, so we are selecting the Form Event as "Successful form submission."
3. Click Add New Action and select Deluge Script.
4. Save the following Deluge snippet in the Deluge editor:
  1. openUrl("#Form:Products?Supplier=" + input.Supplier_Name,"same window");
The snippet uses the openURL deluge task to redirect users to the Products form on submission of the Suppliers form. It passes the value of the Supplier Name field in the Suppliers form to the Supplier field in the Products form.

See how it works

Points to note

  • This tutorial demonstrates the use case with a Single Line field type ( Supplier Name in the Products form). The same snippet would also work for the following field types:
    • Email
    • Phone
    • Multi Line
    • Rich Text
    • Formula
  • The following table specifies the required Deluge snippet for other field types:
Field type
Deluge snippet
Name and Address
Since these are composite fields, we have to pass the required sub field's name in the snippet in the following format:
  • <Name_field>.prefix
  • <Name_field>.first_name
  • <Name_field>.last_name
  • <Name_field>.suffix
  • <Address_field>.address_line_1
  • <Address_field>.address_line_2
  • <Address_field>.district_city
  • <Address_field>.state_province
  • <Address_field>.postal_Code
  • <Address_field>.country 
If more than one Name field is present in the form, the link names of the subsequent name sub fields will be modified by a number starting from 1. So, if we take the example of the subfield <field>.prefix, the link name of the first such field will be <field>.prefix, the link name of the second such field will be <field>.prefix1, the link name of the third such field will be <field>.prefix2, and so on. The same applies to Address sub fields.
If we want to pass a value to the first_name field, the D eluge snippet would look like:
  1. openUrl("#Form:Products?Name.first_name=" + input.Supplier_Name,"same window");
Lookup fields are mapped to the related form through the ID of the selected field's record. Learn more.

Sample snippet:
  1. openUrl("#Form:Products?<Lookup_field>=" + input.ID,"same window");
Date and Time
Values being passed to a Date or a Time field can only be passed from another Date or Time field respectively.

Sample snippet:
  1. openUrl("#Form:Products?Order_Date=" + input.Supply_Date,"same window");
Drop Down, Radio, Multi Select, Checkbox
Only one of the existing pre-defined choices can be passed as a value.
Decision Box
One of the boolean values ( True or False ) can be passed as a value. The value True checks the box, and the value False unchecks it.
Currency, Decimal, Percent, Number
Only numerical values can be passed.
Add Notes
The passed value overwrites the existing notes on the form.
All other fields
This tutorial does not apply to all the other field types.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.

                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series

                                          • Digest

                                          • Functions

                                          • Meetups

                                          • Kbase

                                          • Resources

                                          • Glossary

                                          • Desk Marketplace

                                          • MVP Corner

                                          • Word of the Day

                                            Zoho Marketing Automation

                                              Zoho Sheet Resources


                                                  Zoho Forms Resources

                                                    Secure your business
                                                    communication with Zoho Mail

                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times

                                                      Carry your calendar with you
                                                      Anytime, anywhere

                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now

                                                                      Zoho TeamInbox Resources

                                                                              Zoho DataPrep Resources

                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW

                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now

                                                                                                      • Related Articles

                                                                                                      • Auto populate a field based on the selection from a lookup dropdown

                                                                                                        Requirement   When a value is chosen from a lookup dropdown, related values are populated in the other fields of the same form. Use Case   An order management app contains a form to store order details. When the admin chooses the customer name from ...
                                                                                                      • Open Form B based on field value in Form A

                                                                                                        Requirement   Open another form based on the value entered in the first form. Use Case   A course - planning platform wants to design the learning plans based on the learner's current knowledge. If a learner is a working professional, one is asked to ...
                                                                                                      • Provide a link in a form, through notes field

                                                                                                        Requirement Open a link containing instructions required to fill a form. Use Case For any customer to use an application, registration is the first step. A registration form has some general instructions for filling the form. It would be best if they ...
                                                                                                      • Functionality based URLs

                                                                                                        Overview In the topic Zoho Creator URL Patterns we learned about the default URLs to access a Zoho Creator application and its forms, reports and pages. In this topic, we will learn about the functionality based URLs to set default values for form ...
                                                                                                      • Add subform rows with dynamic data from another subform

                                                                                                        Requirement             Automatically add rows to a subform and populate it with dynamic data fetched from another subform. Use Case   A form named Orders Database contains customer details and their frequent orders in a subform. We have another ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace



                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.

                                                                                                            Zoho Show Resources