Editing the initial data to be loaded into the form - window.InitFormData

Category: Form Builder - Script Editor Section: System Event Triggers Last Updated: 2023-11-01

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Modify the initial data loaded into a form, useful for setting dynamic defaults based on external data.

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Syntax

window.InitFormData = function(formdata) {
  // Modify formdata here
  return formdata;
};

REQUIRED

You must return formdata for data to load into the form.

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When It Runs

1. Form layout loads
2. Existing record data loads (if any)
3. window.InitFormData runs
4. Form displays to user

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Avoid Overwriting User Data

Check if fields are undefined before setting defaults:

window.InitFormData = function(formdata) {
  // Only set if user hasn't already entered data
  if (formdata.Field_Name_txt === undefined) {
    formdata.Field_Name_txt = getExternalData();
  }
  return formdata;
};

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Complete Example

window.InitFormData = function(formdata) {
  // Get data from external source
  var userData = fetchUserProfile();
  
  // Set defaults only if empty
  if (formdata.Email_txt === undefined) {
    formdata.Email_txt = userData.email;
  }
  if (formdata.Name_txt === undefined) {
    formdata.Name_txt = userData.name;
  }
  
  return formdata;
};

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Use Cases

Scenario	Implementation
SSO integration	Pre-fill from authenticated user
External API	Load data from external database
Dynamic defaults	Calculate defaults based on context

TIP

Since InitFormData only runs once, you can also use it to trigger one-time setup functions.