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Advanced settings: how to automatically populate a contract with data submitted via a form in a Prospect workflow

Updated over a week ago

It often so happens that some client data required for a contract (for example address, date of birth etc) may not be available when sending the workflow to the client.

One option is to simply add required data fields onto the contract and ask the client to fill them out. If however, you also ask the client to fill out a questionnaire, it may be easier to collect the data there and automatically import it into the contract.

The way to do this is simple:

  1. Make sure that the workflow widget for the form has a variable name assigned (ex. "form")

  2. Then, make sure that the data widget inside the form also has a variable name assigned (ex. "position")

  3. Finally, when designing the workflow template, add the variable path to the default value box surrounted by curly braces (ex. {{form.position}}).

  4. If you don't want the client to be able to edit that field, enable the 'read only' flag.

Note that this feature works in Portal Workflows as well.

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