Journey Manager (JM) The transaction engine for the platform. | Platform Developer | All versions This feature is related to all versions.
Manager offers several options to prefill a form with some data, including applicant data, when the form is rendered to the applicant. Form prefill is a great way to significantly improve user experience and reduce data entry errors. You need to configure or map form’s data with prefill data, which will affect a form’s XML at render time. The form prefill is a flexible tool that allows you to implement various customer requirements. You can even mask some mask certain fields, such as data of birth, phone number or address, on a form resume to improve application security.
Manager distinguishes the following mappings:
Let's look at each mapping in details:
You can use properties defined for an organizations, form versions, or user profiles using property scopes. The scope can be one of the following:
This allows you to reuse data that is already stored in Manager:
For more information, see form property prefill mapping.
You can use an external XML file containing data, obtained at the time that the form is rendered, that will be used to prefill a form. This provides the following benefits:
However, this method requires a prefill service to fetch data values. For more information, see form input XML prefill mapping.
You can use data passed in HTTP request parameters, session attributes or cookies. This has the following advantages and disadvantages:
For more information, see form request parameter prefill mapping.
You can also configure extracts of submission data using form data configuration.
Before a form is rendered and presented to form users, the various prefill methods are applied in the following order:
As a form can contain multiple prefill methods, it is important to understand the way this is handled in Manager. Where multiple mappings to the same form field exist, prefill data obtained at later stages overrides earlier obtained prefill data.
Next, learn about form property prefill mapping.