{"id":37768,"date":"2022-07-25T16:53:32","date_gmt":"2022-07-25T16:53:32","guid":{"rendered":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/?p=37768"},"modified":"2022-08-26T07:42:00","modified_gmt":"2022-08-26T07:42:00","slug":"how-to-prefill-single-choice-and-multiple-choice-form-fields","status":"publish","type":"post","link":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/how-to-prefill-single-choice-and-multiple-choice-form-fields\/","title":{"rendered":"[AppExchange \u2013 123FormBuilder] Prefill single choice and multiple choice form fields"},"content":{"rendered":"\n<p>In order for the prefill to work on choice fields, the API Name of the Salesforce field values has to be identical to the form fields\u2019 options, as you can see in the example below.<\/p>\n\n\n\n<p>In Salesforce:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/SFAPIName.png\"><img loading=\"lazy\" decoding=\"async\" width=\"867\" height=\"496\" src=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/SFAPIName.png\" alt=\"Salesforce API name\" class=\"wp-image-42438\" srcset=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/SFAPIName.png 867w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/SFAPIName-300x172.png 300w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/SFAPIName-768x439.png 768w\" sizes=\"auto, (max-width: 867px) 100vw, 867px\" \/><\/a><\/figure>\n\n\n\n<p>On the form within the <a href=\"\/\">form builder<\/a>:<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><a href=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/SingleChoice.png\"><img loading=\"lazy\" decoding=\"async\" width=\"295\" height=\"219\" src=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/SingleChoice.png\" alt=\"Single choice field\" class=\"wp-image-42439\"\/><\/a><\/figure><\/div>\n\n\n\n<p>Also, each field from a Salesforce object requires a separate lookup. You cannot retrieve all of the fields from an object in a single lookup.<\/p>\n\n\n\n<hr class=\"wp-block-separator is-style-wide\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-prefill-for-single-choice-fields\">Prefill for single choice fields<\/h2>\n\n\n\n<p>Single choice fields can be prefilled from Salesforce picklists.<\/p>\n\n\n\n<p>Form setup:<\/p>\n\n\n\n<p>Once you access the<b>&nbsp;Salesforce Integration \u2192 Lookup&nbsp;<\/b>tab on your form, you will need to create one lookup for each Salesforce picklist, multi-picklist, or checkbox in order to retrieve its value on the form.<\/p>\n\n\n\n<p>The setup should be similar to the one below. First, select the Salesforce object that you want to look up and add a filter (can be the record ID coming from the form URL). Then, select the Salesforce field that you want to map with your form field.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/LookupPrefillChoices.png\"><img loading=\"lazy\" decoding=\"async\" width=\"953\" height=\"491\" src=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/LookupPrefillChoices.png\" alt=\"Lookup choice fields\" class=\"wp-image-42440\" srcset=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/LookupPrefillChoices.png 953w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/LookupPrefillChoices-300x155.png 300w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/LookupPrefillChoices-768x396.png 768w\" sizes=\"auto, (max-width: 953px) 100vw, 953px\" \/><\/a><\/figure>\n\n\n\n<p>The next step will take you to the&nbsp;<b>Form Prefilling <\/b>tab&nbsp;in the Salesforce Integration section, where you will need to create prefill connector(s) for the lookup(s) you previously created in the <b>Lookup<\/b> tab.<\/p>\n\n\n\n<p>After you select the lookup in the top dropdown, you just have to map the form fields to the relevant Salesforce fields in order to retrieve the value from the correct field.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><a href=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/PrefillingSingleChoice.png\"><img loading=\"lazy\" decoding=\"async\" width=\"985\" height=\"477\" src=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/PrefillingSingleChoice.png\" alt=\"Prefill single choice\" class=\"wp-image-42441\" srcset=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/PrefillingSingleChoice.png 985w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/PrefillingSingleChoice-300x145.png 300w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/PrefillingSingleChoice-768x372.png 768w\" sizes=\"auto, (max-width: 985px) 100vw, 985px\" \/><\/a><\/figure><\/div>\n\n\n\n<p>Once the setup is complete and you preview the form, the single choice field should be prefilled, having the corresponding option from Salesforce selected.<\/p>\n\n\n\n<p>On the form:<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/SingleChoicePrefilled.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/SingleChoicePrefilled.png\" alt=\"Single choice prefilled\" class=\"wp-image-42442\" width=\"285\" height=\"219\"\/><\/a><\/figure><\/div>\n\n\n\n<p>In Salesforce:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/SFAccount.png\"><img loading=\"lazy\" decoding=\"async\" width=\"831\" height=\"497\" src=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/SFAccount.png\" alt=\"Salesforce Account\" class=\"wp-image-42443\" srcset=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/SFAccount.png 831w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/SFAccount-300x179.png 300w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/SFAccount-768x459.png 768w\" sizes=\"auto, (max-width: 831px) 100vw, 831px\" \/><\/a><\/figure>\n\n\n\n<hr class=\"wp-block-separator is-style-wide\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-prefill-for-multiple-choice-fields\"><b>Prefill for multiple choice fields<\/b><\/h2>\n\n\n\n<p>Multiple choice fields can be prefilled from Salesforce picklists, multi-picklists, and checkboxes.<\/p>\n\n\n\n<p>The form setup is identical to the one above.<\/p>\n\n\n\n<p>On the form:<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/MultipleChoice.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/MultipleChoice.png\" alt=\"Multiple choice\" class=\"wp-image-42444\" width=\"309\" height=\"219\"\/><\/a><\/figure><\/div>\n\n\n\n<p>In Salesforce:<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><a href=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/MultiPicklist.png\"><img loading=\"lazy\" decoding=\"async\" width=\"858\" height=\"509\" src=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/MultiPicklist.png\" alt=\"Multi-picklist\" class=\"wp-image-42445\" srcset=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/MultiPicklist.png 858w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/MultiPicklist-300x178.png 300w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2021\/12\/MultiPicklist-768x456.png 768w\" sizes=\"auto, (max-width: 858px) 100vw, 858px\" \/><\/a><\/figure><\/div>\n\n\n\n<hr class=\"wp-block-separator is-style-wide\"\/>\n\n\n\n<p><b>Related articles<\/b><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><a href=\"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/appexchange-123formbuilder-prefill-dropdown-with-picklist-values\/\">Prefill dropdown with picklist values<\/a><\/li><li><a href=\"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/123formbuilder-dynamic-prefill\/\">Dynamic Prefill<\/a><\/li><li><a href=\"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/123formbuilder-prefill-form-fields\/\">Prefill Form Fields<\/a><\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>In order for the prefill to work on choice fields, the API Name of the Salesforce field values has to be identical to the form fields\u2019 options, as you can see in the example below. In Salesforce: On the form within the form builder: Also, each field from a Salesforce object requires a separate lookup. [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":-1,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[134],"tags":[],"class_list":["post-37768","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-123formbuilder-appexchange"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Prefill single and multple choice fields | 123FormBuilder<\/title>\n<meta name=\"description\" content=\"With the 123FormBuilder app for Salesforce, you can also prefill any choice field from your forms. 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