Prefilling Forms in SmartSuite | 🚨 New Feature Alert 🚨

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GAP Consulting

GAP Consulting

Күн бұрын

Пікірлер: 12
@GarethPronovost
@GarethPronovost 29 күн бұрын
Grab our automation training 👉👉 gapconsulting.io/webinar-registration 🤓🤓 Start a free trial in SmartSuite 👉👉 partners.smartsuite.com/8ust3byf6ihl ✨✨
@davezovak3121
@davezovak3121 24 күн бұрын
This was very useful, especially the step by step approach. I definitely picked up a few good insights. Thanks!
@GarethPronovost
@GarethPronovost 24 күн бұрын
I'm glad it was helpful!
@KonstantinSkorodumov
@KonstantinSkorodumov 9 күн бұрын
Awesome tutorial, Gareth, thank you! Do you know is it possible to pre-fill current user?
@GarethPronovost
@GarethPronovost 5 күн бұрын
I don't believe that the "assigned to" field is possible to prefill this way in the form (here are the supported fields in their article help.smartsuite.com/en/articles/10305706-prefilled-forms-in-smartsuite) However, you can set a default value for the "Assigned to" field to be the user who created the record.
@brelisdesigns
@brelisdesigns 26 күн бұрын
It works for pre-filling single selects and other static elements, but I cannot make it work for pre-filling a linked record field. Every time the page loads, it looks like it's doing a quick reload, and then no record is selected, and when I try to select a record, it doesn't give me any options.
@GarethPronovost
@GarethPronovost 26 күн бұрын
It was working fine for me when we recorded this video. I'd suggest double checking the syntax of the URL (Prefill needs to be capitalized, spaces replaced with %20, etc). If you're certain the syntax is right, I'd then reach out to support at SmartSuite to see if there's a bug. Good luck!
@brelisdesigns
@brelisdesigns 25 күн бұрын
Found the solution. The linked record needs to be kept as a "modal" rather than a "dropdown".
@GarethPronovost
@GarethPronovost 25 күн бұрын
@brelisdesigns thanks for sharing that, I never would have guessed! 🤦‍♂️
@artemkunytsia
@artemkunytsia 25 күн бұрын
@@brelisdesigns We'll deliver the fix early next week.
@brelisdesigns
@brelisdesigns 24 күн бұрын
@@artemkunytsia thank you! Does this work for linked multiple records in a form, or only for single linked record relationships?
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