New in version 1.4 of the Sitecore Forms Extensions module!
With the new field data binding functionality you can prefill your Sitecore Form with contact data from the xDB profile.
How
In the forms editor, select the field you wish to prefill.
A new section “Bindings” was added in the settings panel on the right.
There are options in this setting.
Source
Here you must select to what source you want to link the field. The prefill value of the form will be fetched from this source and written to this source upon form submittion.
Prefill Value
In order to prefill the form with the data from the selected source, you need to keep this option checked. When unchecked, this field will no longer be prefilled. (It is possible to only store the value in the source and don’t prefill the field)
Store Value
Check this checkbox if you want to update the source with the value entered by the visitor in the form.
Supported Form Elements
This functionality is available for form elements of the type:
- Single-Line Text
- Multiple-Line Text
- Number
- Telephone
- Checkbox
- Date
Example
Let’s create a new form with 3 fields:
- FirstName
- We will prefill this from the xDB profile and store it back upon form submition
- Email
- We will prefill this from the xDB profile and store it back upon form submition
- Birthday
- We will only store the value, but not prefill it
Finally we will add a submit button with no submit actions attached. (just for the example, it is perfectly possible to add submit actions)
Then put the form on a page and publish it.
Let’s visit the form now.
- Considering a new first time visitor, the form will be empty, since there is no data on his xDB profile yet.
- The visitor fills in the form and submit’s. The data entered will now be stored in the selected xDB fields.
- The visitors revisits the form (or any other form configured with data binding), the fields first name and email will be prefilled with the data form the xDB profile.
How to use this with CRM, like own binding to CRM. Can you please provide some detail and example. Thanks
Hi Sid,
You can find some detailed info on this in the documentation.
http://onelittlespark.bartverdonck.be/sitecoreformsextentions/developerdoc/custombindings.html
Good luck!
Hi we need runtime Data binding from external provider based on the drop down selected value in sitecore forms
Hi,
Thanks for the comment.
I assume this would be in a scenario that has a multipage form?
Unfortunatly the requested feature is not available. I also don’t have any plans for adding this as form prefilling is now a standard feature in sitecore 9.1 and the implementation of sitecore doesn’t support this either.
https://doc.sitecore.com/developers/91/sitecore-experience-management/en/walkthrough–setting-up-a-value-provider-for-prefilling-forms.html
one more requirement to create fields runtime.
I’m afraid that I don’t understand your requirement. Can you be more specific?
How to use this with CRM, like own Custom binding to CRM…
Sitecore 9.0 forms prefill the value radio button and checkbox how to prefill the values ?
Currently am following this article(https://doc.sitecore.com/developers/91/sitecore-experience-manager/en/walkthrough–setting-up-a-value-provider-for-prefilling-forms.html) text box is working fine radio button and checkbox am getting error
Hi, for radio button and checkboxes a list is expected as return value from the prefill.
Checkout this article: http://onelittlespark.bartverdonck.be/value-provider-on-list-components/