I have a custom object and a form for creating this object but I want to populate some of the fields on the form with existing data when the user is filling out the form - for example say my object is a change request form and I want to submit a request to a manager to update a contacts information.
In my form I have a field - Change Requested By where I want to autopopulate this with the HubSpot User, then I have for example Prior Contact Name and New Contact Name as 2 fields - I want the Prior Contact Name to populate with the Contact Name the user is on when they triggered the Chnage Form.
Does this require a workflow (and if so what process to use to auto populate) or is there a way to autopopulate a field with the value from another existing property?
Hi @AlanGrace,
There currently aren’t any features that allow for auto-populating right in that moment – but yes, you can use workflows to copy values from one field to another, from the same object or a different one.
To do so. you would use the ‘Edit record’ workflow action which lets you choose a target field and a field where the source value is coming from. See below (click ‘Edit data variable’ to pull in information from associated objects).
In the case of your create form, it would take a few moments after submitting the form before HubSpot performs this copy action. While filling out, it would not be apparent that a workflow would fill it shortly.
Alternatively, you can also look into sync properties: Create sync properties that copy data to associated records
Let me know if you have any follow-up questions!
Hi Karsten,
Thanks for the reply - so the workflow wont solve my issue as that will only trigger after filling in the form.
In my case lets say I have 2 fields that says Old Company and New Company - the idea being the user is putting in a request to change the company assigned to a deal lets say.
I want to have a dropdown for each of those values but I wanted it to be prepoluated with the list of Companies in the CRM so that they can choose one from the list.
So I need it pre populated when they go to fill out the form not afterwards, I was hoping maybe a workflow could run every time a new company is added and make sure to copy its name over to these dropdown lists.
Property Sync does not seem to be a solution either - when I create a sync property firstly it cant be added to my form, secondly it appears it doesnt sync a dropdown to a dropdown but rather just an individual value.
