Populate a Form with Salesforce Prefill Data

   PlatformApplicable to all products in Temenos Journey Manager.  |   All Personas |  All versions This feature is related to all versions.

Configuration of form pre-population from Salesforce generated prefill data is managed by the standard Input XML Prefill Mappings in the form data config. For more information on how to configure prefill data generation in Salesforce, see this documentation.

To populate a form with Salesforce prefill data:

1. Log onto Manager
2. Select Forms > Forms
3. Locate and open the form you wish to pre-populate.
4. From the Dashboard tab open the Data Config page of the active form version and navigate to the 'Input XML Prefill Mapping' tab.
5. Click New Input XML and past the Sample Prefill XML from the Salesforce Prefill Generator, enter a version name.
6. Click Save to update the changes.
7. Click Edit XML Mapping and map each input data element with the target element in the form XML.
8. Click Save to update the changes.

The Input XML Prefill Mappings do not accommodate mapping for repeating elements, so if you are generating prefill data that has multiple records of information in it (e.g. all cases related to a contact) there is currently no simple process available out-of-the-box to map this into the form and a more customized solution will need to be assessed.

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