PlatoForms User Guide
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  • Form Builder

    Creating an Online Form for an Existing PDF

  • Custom Domain

    With Builder you can build three types of forms: online web forms, online PDF forms, and master forms.

  • Master Form Builder

    you will arrive at the Form Builder. On the form Builder, there are three main sections:

Text Input initial value

This article explains how to set up initial value for your Text Input field.

What is an initial value?

An initial value for a Text field is a default value automatically inserted into your online forms. It’s useful for adding preset information, like today’s date, to the form. Respondents will see these values pre-filled in the Text field when accessing the form, and they’ll also appear in the PDF.

Initial value types

Initial value Types
Initial value types
  • Fixed Value
  • URL Value
  • Today’s Date
  • Current Time
  • Current Date Time
  • Incremental Code
  • Tracking Code
  • IP Address
  • Submission Revision

By default, the Text field with an initial value can be edited by the respondent, but in many cases, you may want to make it read-only and hide it in the form while still including it in the PDF.

Set initial value

  1. Click on the Field Label or Field ID of your desired Text Field to open its properties panel.

    Access field properties

  2. From the Initial Value dropdown, select your desired initial value.

    Initial value types

    For details about each initial value, refer to the Available initial values.

Available initial values

Fixed Value

Suppose you want to include a non-editable date in your forms, use Fixed Value as an Initial Value:

  1. Set the Initial Value for “Date” to Fixed Value.
  2. Enter your desired text in the input box.
  3. Set the field to Read-only.

Fixed value as initial value example

URL Value

Use URL parameters to pre-fill form fields when you have respondent information like their name and email. This saves time, improves satisfaction, and works well for repetitive forms or maintaining data consistency.

For example:

  1. Suppose you have two Text Fields in your form: one for “Name” and another for “Email”.

    Name and and Email text field

  2. For the “Name” Text Field:

    • Set the Initial Value to URL Value.
    • Set the field’s status as Read-only.
    • In the input box, enter name.

    Name text field settings

    Note

    Setting the field as “Read-only” ensures that respondents can’t change the predefined values.

  3. Apply the same settings to the “Email” Text Field.

    Email text field settings

Now, when you open the form’s URL and add ?name=John&email=John@foo.com to the end, both fields will automatically populate with the specified values. You can send this URL to users, saving them the trouble of manually entering this information.

URL value preview

URL Value for embedded form
If you have embedded a form on a web page, you can customize the form’s behavior by adding parameters directly to the URL of the web page where the form is embedded. You don’t need to make changes to the embedded script itself. For instance, if your form is embedded on the page https://foobar.com/myform, you can modify its behavior by adding parameters like this: https://foobar.com/myform?name1=fox&name2=dog.

field-initial-url-value

Today’s Date

This option automatically inserts the current date into the field when the respondent completes the form.

Current Time

This option automatically inserts the current time into the field when the respondent fills up the form.

Current Date Time

This option automatically inserts both the current data and time when the respondent fills up the form.

Incremental Code

You can generate unique PDF codes using the incremental code initial value. Set a prefix like RECEIPT- and an initial seed value such as 00001. The code increases with each submission, creating unique codes like RECEIPT-00001, RECEIPT-00002, and so on, automatically in live forms.

Note

In preview mode, the code doesn’t increment automatically. It only increases when the form is live and gets submissions. Preview mode is for testing and reviewing, not for changing the actual data or codes.

Incremental code example

Incremental Code rules

  • Opt for a code prefix or leave it out as needed.
  • The seed value must comprise numbers and can start with a 0.
  • If the generated code is shorter than the seed value, it will be padded with zeros to match the seed value’s length. However, if the code is longer, this rule does not apply.

How to update the seed value after the form is published
To update the seed value, it must be greater than the current code. For instance, if your seed is 0001 and you’ve received 110 submissions (current code: 0110), changing it to 000010 won’t work because it’s smaller. Leading zeros in the seed value don’t affect the number.

How to maintain continuous incremental codes
By default, Text Input fields are visible on the form, and PlatoForms assigns incremental codes when the form loads. If someone abandons their submission, it can create code gaps. For example, if three respondents open the form at once, they get codes 0001, 0002, and 0003. If the respondent with code 0002 doesn’t submit, you’ll have PDFs with codes 0001 and 0003. We don’t reuse 0002; the next code is 0004. To avoid this, set the Text Input field to Hide, and codes are allocated only when respondents submit the form, ensuring continuous incremental codes in your PDFs.

Disclaimer

The incremental code feature is provided “as is” without a guarantee of absolute uniqueness or continuity. It is not recommended for scenarios that require absolute uniqueness and continuity, such as financial transactions. PlatoForms is not liable for any damage resulting from the use of this incremental code.

Tracking Code

PlatoForms generates a Tracking Code after the respondent submits the form to help you track the information.

Tracking code

You can view and search for the Tracking Code on the Submissions page.

Tracking code on Submissions page

You can set the Initial Value to Tracking Code. When you print the PDF, it links the PDF to form data. However, note that the Text Input field using this Tracking Code as its initial value becomes invisible on the form because the Tracking Code doesn’t exist when the user submits the form.

Set tracking code initial value

Disclaimer

The Tracking Code is not guaranteed to be entirely unique. There is a very slight chance that duplicate tracking codes may occur in your submissions.

IP Address

If you’ve enabled the Collect IP address and browser’s User Agent from submitter option in the General tab of Form Settings, setting the Initial value to IP Address will print the submitter’s IP address to the respective field after form submission.

Enable collect IP address

Submission Revision

The Submission Revision initial value lets you monitor changes to a submission over time. Whenever a submission is resubmitted, the system automatically increments the revision number by 1.

To include the revision number in the PDF, you can use an optional Prefix. This will print the prefix followed by the revision number on the PDF document.

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