How to autopopulate a field on the form?

Thank you it works exactly how i wanted! but we wanted to show auto populate name for customer name when user enter data in customer name field which come from SF accounts. is it possible?

i could able to do in below screen shot with autocomplete widget but then i have to enter individual items. it would be nice if i can upload spreadsheet or use table to link this column to auto populate name when user type. make sense?

right now if they enter exact name then it will linked up with existing record otherwise send empty value.

Hi Kanak,

Although we don't have an option to automate the account names on your Salesforce to the Customer Name field on your form, as a workaround, you can use the Spreadsheet to Form widget to import the data on your spreadsheet, which will avoid typographical issues in the Customer Name field and be able to sync that field with the account names in your Salesforce. Let me show you how to do it:

First, let's add a column on your spreadsheet:

1. In your spreadsheet, hover your mouse over the column header of your account names, and right-click on your mouse.
2. Click on Copy.

3. Hover your mouse over an empty column on your spreadsheet, and right-click on your mouse.
4. Click on Paste.

5. Rename the first row of that column to "Customer Name."

6. Download that spreadsheet.

Now, let's import that spreadsheet to your form using the Spreadsheet to Form widget:

1. In Form Builder, click on Add Form Element on the left side of the page.

2. Click on the Widgets tab, and search for Spreadsheet to Form.
3. Drag, and drop Spreadsheet to Form widget on your form.

4. Click on the Wand icon of your Spreadsheet to Form widget, and click on Upload File.
5. Upload the spreadsheet you've downloaded earlier.

6. In the Access Code Column, choose your account name column.

That's it. Let us know if you have any other questions.