Prefilling Field Values in a Public Form Using the URL

Public Forms allow you to securely collect information from people who are outside of your ProcessPlan account. Public Forms can be used to start new process instances or to collect information from people in the middle of an existing process that is already running.

In this article, we’ll show you one of several methods to prefill information in your Public Form fields by passing the field values via the Public Form’s URL. Below is an example of how this works.

The easiest way to find the field’s ID value is to perform a search on the corresponding field’s column in the Process Table.

Notice that when applying a table column filter, the value is displayed in the URL as:

tf_id_123456789012345678_if_text[ct]Atlanta

To adjust the column filter URL parameter to prefill a Public Form field, simply replace the “[ct]” with an equal sign ([ct] is a search operator that stands for “contains”). See the updated URL parameter below.

tf_id_123456789012345678_if_text=Atlanta

So the resulting Public Form URL would look like this. Keep in mind that each URL parameter must be separated by an ampersand (&) and you can specify as many Public Form default field values as you need with this method.

https://ui.processplan.com/public/process/form/123456789012345678?tkn_id=XXXXXXXX&tf_id_123456789012345678_if_text=Atlanta&tf_id_1234567890123456_if_text=AnotherFieldValue