Configure the pre-filling of a field with existing personal data or system variables

Content:

This procedure allows you to configure a form field so that it is automatically filled with the user's existing personal data or with specific system variables.

Procedure

1. Access the Contract editing and select the section or field you want to configure (for example, a Text, Radio, Text Area, or Custom Fields type).

2. Within the field settings, scroll down to find the Field Pre-filling option.

3. Click on the dropdown menu under Field Pre-filling.

4. Select the data you want to use for pre-filling. The options are divided into groups:

  • Generic Personal Data: Includes fields such as Nome, Cognome, Email, Data di nascita, Indirizzo, CAP, etc.
  • Billing Data: Includes fields such as Ragione sociale, P. IVA, Codice Fiscale, etc.
  • System Variables: Includes other dynamic groups providing contextual information.

5. Select the desired option (for example, choose Nome if you want the field to be pre-filled with the user's first name).

6. After setting up pre-filling, make sure to save the field row and then click on the general Contract save button to apply the changes.