Prefilling a child form refers to the act of automatically filling in some of the fields in a child form when creating a new record in the linked records field. It's important to note that this feature only applies when you are creating a new record and not when editing an existing one. There are two ways to set this up.
Using Static Prefill
This method is applicable when you want the same prefill value to be applied to all records. To configure this, you can follow these steps:
Using Dynamic Prefill
Dynamic prefill feature refers to the ability to automatically populate form fields with information from a field in the user table which is commonly a formula field. This is commonly used in cases where you have different types of users and each type is prefilled in a different way. To set this up, you need to go to:
Portal Tables or Form Fields
Click on the linked records field
Creating and Editing Records section
Turn on Allow users to create new records toggle.
Turn on Prefill child form for creating records toggle.
Set Prefill field
This is commonly used if you want to prefill a field that is not included in the Form Fields. In case both setups are populated, the child form will follow the prefill from the static prefill.