I have set up a smartform which populates with users details, Name, telephone, and email when the form is initially opened. Can anybody advise if there is a way that these user details can be automatically saved when the form is first opened. At the the moment it is only saved when the user completes the rest of the form is completed and is saved.
Many thanks
Andrew
Best answer by JeanSmit1
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+9
Hey Andrew,
Should definately be possible, i would look into the Initialize rule:
Once the form opens the Initialize rule will execute, so in this Rule add an Action that calls the SmartObject's Create Method.
In your scenario it seems that you will have to set the Rules as follows:
When form is Initializing
then [Rule to Load User Details]
then [Rule to save user details to SmartObject]
-Jean
Hi Andrew,
Great question. I've done this sort of thing before.
You'll want to add a rule called, "Execute another rule" when the View/Form loads (i.e., Initialized). It would look something like this:
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