I’m trying to create a solution for a client where the name of an item/project is automatically displayed in a workform. For this, I want to use the pre-fill feature.
The situation is as follows:
A project is created.
The project is added to a portfolio.
From the portfolio, an automation sends a notification to a user when the project is 3 weeks before its end date.
The notification includes a link to a workform.
The workform used is the same every time and based on a template.
The goal is to automatically pre-fill the name of the item/project in the workform.
For example, if the automation is triggered for Project A, it should show a field with the name Project A, or Project B etc.
Hello Marcel, Welcome to community, I have done that using make . You need to build automation.
3 weeks before the End Date change status to Add Link(you would need one column with this value). And using make you can automatically make a workform link prefilled with values.
If you need help, let me know. I would be happy to help you.
@Marcel_Bisschop - If you have an Enterprise account you can do this in Workflow Center. I do something similar for our Team PTO calendar. I wanted minimize the entry of data that I already had access to and keep the calendar entries uniform so in the the workform, I hid the field associated with the item name and just had them fill out the information I actually needed like Request Type. I then used a workflow to update the Item Name after submission so it looks like "Jane Doe | PTO | Dates.
To do this, you just need to have the trigger as New Item created, add a Get Item Data trigger and then another Action to Update Column. You can select Item Name as the column to update and use placeholders from Get Item Data to assemble your new Item Name.