Send pre-populated form to user to complete and submit

[mbnow]

Hello Community,

I would like to send a form to user based on a trigger condition. The form is pre-populated with some information while the remaining fields is to be completed by the user. Once the user completes the form, they submit it and it gets processed by a flow (Flow Designer). Any suggestions on which components I should use? I thought of creating a catalog request item but the fields would be grayed out once they are created and sent to the user.

[Michael George · Accepted solution]

I had an example of this recently. We did opt to create a catalog request item as you considered.

A parent record has a flow that would require additional input. A notification sent to the user would include a link that had the sys_id of the underlying record to retrieve data from.The catalog item has an onLoad script that retrieved the details from the sys_id and populate it into the form. Using UI policies we controlled the read only and visibility of various fields based on the source record. Once it was submitted, it ran a flow that populated the parent record.

[mbnow]

thank you