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Review auto-filled form values

Use the Auto-filled Values panel to review which fields in your form will be automatically populated when the form is issued.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the form instance​

Navigate to the relevant form instance screen where you can configure and review the fields for this specific form.

Open the form instance

Step 2: Locate the Auto-filled Values panel​

Scroll to the Template Preview section and find the “Auto-filled Values” panel, which shows a badge indicating how many fields will be auto-filled.

Locate the Auto-filled Values panel

Step 3: Expand the Auto-filled Values panel​

Select the Auto-filled Values header to expand the panel and reveal the list of fields that have template-based default values.

Expand the Auto-filled Values panel

Step 4: Review the list of auto-filled fields​

Read through the listed fields to understand which ones will be pre-populated when the form is issued, using the displayed labels and values as a reference.

Review the list of auto-filled fields

Step 5: Collapse the Auto-filled Values panel (optional)​

Select the Auto-filled Values header again to collapse the panel and hide the preview if you no longer need to see the details.

Collapse the Auto-filled Values panel (optional)

Last updated: 2026-01-10