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Anyone know the formula reference to pull the name/info of the person who submitted a form on the record?
We don’t have such a formula function at this time.
As a workaround, you can add a collaborator field or select field so that people filling in your form can enter this information in manually.
It might not be an option for you but in my case I display the form embedded in a website where the user is logged in, so it’s possible include their name in the embed url to prefill a ‘Submitted by’ field.
@Matt_Bush Is it possible to automatically capture the name of the person or collaborator editing or creating a new record?
+1 for me too!
I’ve used ‘lookups’ successfully to have people select their name or add a new record and I make the field required on the form. But… it does mean people can search alllll the names in the lookup.
If you have Zapier, you can have it automatically look for blank username fields and then backfill the field with the creator from the field history. But, since this is coming anonymously from a form I doubt it would have a username to lookup. If you have people ‘type’ their name or email and have a system already containing that info (like your email contacts list) you could potentially make it work.
We’ve built an extension that creates a login page for your form. So that every form submission gets linked to the user who created it.
Hey Niall, could you give me an example of the website? Specifically, how do you dynamically prefill from the website?