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Formstack: Pre-fill form fields with Salesforce or document variables

What

Pre-fill an embedded Formstack form using Conga Collaborate or Salesforce variables.

Why

When a client fills out a Formstack form within a Conga Collaborate document, it is helpful to have certain fields on the form pre-populated with data that you previously captured.

How

  1. Within the template or document build view, open the Content panel and select Forms from the drop-down menu.
  2. Drag the form into the Table of Contents on the left side of your screen.
  3. Select the gear icon that appears when you hover over the form page name and click Edit Properties.
  4. In the Variable Name dropdown, select the variable you would like to use.
  5. In the Form Field dropdown, select the form field that you would like to receive the variable value.
  6. Click Add Mapping.

Repeat steps 4-6 for as many variables as you want to map into the form.

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