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Nintex Newbie

Pre-Populate Nintex Start Event: Form Fields With Data From Salesforce?

Would like to have some of our customers fill out forms via Nintex. The workflow will perform writebacks to Salesforce with Form data. For some of the inputs on the Nintex Form, the data will already be in Salesforce for that customer. Is there a way to pre-populate those values in the Start Event Form? 

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Nintex Employee
Nintex Employee

Re: Pre-Populate Nintex Start Event: Form Fields With Data From Salesforce?

@jwCbank How will the customer be accessing the Form? Is the user going to be authenticated? Or is the form going to be anonymous? 

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Nintex Newbie

Re: Pre-Populate Nintex Start Event: Form Fields With Data From Salesforce?

Hi Leigh, thanks for your response. The user will log in to a portal set up through my company. They will answer some questions on our site, and then receive a link to the Nintex form. 

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Nintex Newbie

Re: Pre-Populate Nintex Start Event: Form Fields With Data From Salesforce?

I am familiar with the getQueryStringParameter() function, which you can use to prepopulate values from URL Parameters, but am planning to use maybe 10 or more pre-populated fields. So was hoping there may be a cleaner way to do it.

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Community Manager Community Manager
Community Manager

Re: Pre-Populate Nintex Start Event: Form Fields With Data From Salesforce?

@jwCbank currently the query string will be the best way to pre-populate data into a start form. The team is working on adding 'context variables' that will be available to the start form (similar to what exists within task now), however that is still a little ways down the road. 

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