Preset Settings

Preset is a function that makes filling the form easier for the user. If there are several forms a visitor has to fill, you can take the recurring information like the first and last name, phone number, email address, etc. from one form to another. That kind of data automatically appears in the form, so the user doesn’t have to retype it. This can sufficiently improve the user experience of your website.

If you want to add such a preset to the form you are currently working with, open the Preset Settings section and turn the Enable toggle on.

Source

You have a choice from where to take the data:

  • Post – choose this option if the data from the form is stored in the items of a post type;
  • User – this option will come in handy if you would like to take the information that was already typed in by the user during the registration process (in a registration form) and mentioned in the user’s account.

Get post ID from

After you choose the Source, the other part of the settings section opens. The Get post ID from select allows you to specify the source of the data.

  • Current post/user – this option means that the data will be taken from the post of the user account to which you added this form;
  • URL Query Variable – this is a small piece of data that is located in the URL. For example, the “post=123” in the post’s URL is a query variable that shows the ID of the post. Query variable is a parameter you can choose by yourself. As an example, you can set the query variable “items” and type it into the appeared Query variable name bar. Afterward, you can manually add that variable to the Post permalink or Dynamic Link of the JetEngine plugin. Then the form will check if the URL of the page it is placed on has that variable and autofill the data in the form only if it does.

Form fields

Under the Get post ID from drop-down menu, you will see the list of the fields that you added to the form. Each of them has the select underneath, where you can choose what data to apply to this particular field. Actually, you are creating here a connection between the form field and the default or custom meta field of the post or user account.

If you have chosen the Post source:

  • Post ID – this is the number that is automatically given to every created post, thus, the posts can be identified by that number;
  • Post Title – the name of the post that is visible on the frontend;
  • Post Content – that is the data you put into the post’s body;
  • Post Excerpt – this is the short summary of the post content that is often visible to users;
  • Post Thumbnail – the small picture that is usually placed by the post title in different post lists is a thumbnail. You can set it by yourself in the post settings menu;
  • Post Meta – if you have added some custom meta field to the post with the help of JetEngine or ACF plugins, you can choose them here;
  • Post Term – here you can choose to place the data from the categories or custom taxonomies to the field.

If you have chosen the User source:

  • User ID – the number that is automatically given to every user and allows to identify that user;
  • User Login – the name that is used to log into the account;
  • Email – user’s email address;
  • Password – a password that is used to log into the account;
  • First Name/Last Name – the personal data user adds after registration;
  • User URL – the URL that the user put into the Website bar of the account page;
  • User Meta – if you have added some additional meta fields to the users via JetEngine or ACF plugins, you can choose them here.

Related Docs