--- title: "Form prefill options in Workflow Automation" canonical_url: "https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-tasks-form-prefills/" md_url: "https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-tasks-form-prefills.md" last_updated: "2026-05-30T02:20:01.441Z" description: "Learn how to configure form prefill options in Nutrient Workflow Automation Platform." --- # Configure form prefills When you use a Form task, you can prefill fields with data from previous forms or system sources. For Form task setup details, refer to the [Form task](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-form-task.md) guide. ### Form prefill options The **General Settings** area includes form-level prefill options. These settings apply to all form questions, except when you configure **Specific Question Prefill Settings**. Set prefill priority from most specific to least specific. If a form-level prefill has higher priority than a specific question prefill, the specific question prefill won’t run. > A Form task first pulls data from the previous form iteration (if configured). If no previous iteration exists, the task first uses matching task questions, and then specific question prefills. The task uses the first value it finds based on priority, including empty values. The following table describes each setting and its behavior: | **Option** | **Setting** | **Description** | | ---------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | **Prefill Form with Values from...** | **None**, **Specific Field Prefill Settings**, **Parent Process Data**, **Latest Matching Field Value**, or a task name | Use this when one task should prefill most or all fields in another form task. This is also useful in looped processes where a task prefills itself with data from a previous iteration. If the same form appears multiple times in a process, you can use this setting to prefill one instance from another, even when different users complete them. | | **Auto-complete this task with pre-fill data** | **Always**, **Never**, **When process is launched as a child request** | Default is **Never**. Use this when the form task should complete without user input after prefills are applied, such as in child requests triggered by a [Launch Request](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-launch-request.md) task. | Example: Form Task A is completed early in the process. Later, Form Task B uses the same form. To prefill Form Task B from Form Task A, select “Form Task A” in this setting. Example: Use **Latest Matching Field Value** when multiple form tasks use the same form in one process. For example, if Form Task A, B, and C all use the same form, this option prefills from the most recently completed matching task iteration. The questions must match by question type and Client ID. If Client IDs were recently edited, use **Import Questions** in Advanced Settings to refresh the values available to the Form task. ### Individual question prefill options You can configure prefill sources for each question on a form. After you associate a form with a task, use the **Prefill Settings** tab to configure each question. To configure a question prefill: 1. Select the **Edit** icon for the question. 2. Select a **Source** in the dialog. A form question can pull values from another task, user attributes (Requester, Client, and others), or request metadata. > Not all sources in the list are valid for all task types (for example, Fixed Value). If you choose an unsupported source, the platform shows an “Invalid Selection” error. In this example, the **Applicant Name** question is prefilled from the requester’s **Name** field in their user profile. > The **“Name”** field returns the user’s first and last name from their profile. Each time this form runs, the **Applicant Name** question is prefilled with the requester’s **Name**. > If you add a question to a form that is already linked to a Form task, use **Import Questions** to add it to the prefill list. New questions don’t appear automatically. If you remove questions, select **Import Fields** to refresh the question list. ## Searching configuration tables Each configuration table includes a **Search** field at the top. Use it to filter entries by keyword. If the table has many entries, search instead of scrolling. Click **X** to clear the filter. --- ## Related pages - [List of task types](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/complete-list-of-task-types.md) - [Document Signing task configuration](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/document-signing-task.md) - [Catch submission issues before they reach the approver](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/ai-form-review.md) - [Effective data transfer between parent and child requests](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/passing-data-from-child-request-back-to-parent.md) - [How to configure the dynamic assigner task](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-dynamic-assigner.md) - [Streamline API workflows with data container tasks](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-data-container.md) - [Create documents with Document Generation](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/premium-add-on-task-document-generation.md) - [Optimize your workflow with counter tasks](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-counter-task.md) - [Configure dynamic email notifications seamlessly](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-dynamic-notification.md) - [Excel Import task configuration](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-excel-import.md) - [Use the Excel Batch task in a workflow](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-excel-batch.md) - [File Copy task configuration](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-file-copy.md) - [Enhance your processes with general notifications](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-general-notification.md) - [Customize task assignments with Form Assigner](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-form-assigner.md) - [Form task configuration](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-form-task.md) - [Simplifying workflow with Launch Request management](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-launch-request.md) - [Streamline file transfers with FTP Push Task](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-ftp-push-task.md) - [Understanding milestone tasks in workflow automation](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-milestone.md) - [Master the Open URL Task for Workflow Automation](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-open-url.md) - [Streamline your processes with PDF generator task](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-pdf-generator.md) - [Schedule future tasks effortlessly with Task Scheduler](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-task-scheduler.md) - [Effortlessly merge PDFs with ease](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-pdf-merge.md) - [Effortlessly manage user profile updates](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-user-profile.md) - [Efficient task assignment with Task Assigner](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-task-assigner.md)