How do I autofill forms with user attributes?

Modified on Tue, 12 Nov at 6:47 AM

Autofill feature allows you to pre-fill form fields with data from an Identity Provider (IdP), like Active Directory or Google Workspace, or from custom-managed user attributes within Droplet. By connecting these user attributes to your forms, data pulls into your form fields automatically at the right workflow step. Autofill makes workflows smoother by reducing data entry errors and by saving your submitters time.

Adding User Attributes to Accounts

There are two ways to add user attributes to Droplet User Accounts:

Through an Identity Provider (IdP)
Connect Droplet with an IdP, enabling continuous syncing of user data between systems.

To Start
Contact Droplet Support to begin the process of connecting your IdP with Droplet.

Through Custom Management
Manage user attributes directly in Droplet without an external IdP by using the Accounts tab under the Organization page.

Here's how:

Navigate to the Organization page and then click on the Accounts tab.

Find the relevant user account row and click the three vertical-dot menu on the far-right.

Select Manage Attributes to view or edit user attribute values.

If an IdP is linked, these fields display as read-only.

Configuring Autofill for Form Fields

Start by opening your form in the Droplet editor.

Once you’ve added fields to your form layout, click on the Workflow tab.

Choose a workflow step for autofilling. This will most-often be the Start Step, but could be any step along your workflow.

Click the Attributes tab.

Match Form Fields to User Attributes:
In the left column, choose an existing form field from the dropdown. In the right column, select the corresponding User Attribute (pulled from your IdP or custom-managed attributes).

Pro Tip!
You can use the same attribute for multiple form fields, if necessary.

Map as many fields as needed, then click Save.

Testing and Finalizing

Preview the Form
Ensure all mapped attributes populate correctly in your form.

Control Field Visibility
To prevent changes to autofilled fields, set fields to read-only or hidden using the Visibility tab.

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