Populating a Form Field

Jon M

I'm using a Form team members complete to engage a resource. A field on the form is Customer Name. The field is required and column type is text. The issue, team members are entering our company name or their name in the Customer Name field. I added Help Text "Customer Name Only" in red font, but I still receive requests with our company name or their name in this field. I cannot use a drop-down column type containing pre-populated customer names.

Any suggestions on ensuring the customer name field is populated with the customer name and not our company or the team member's name?

Thank you in advance of any suggestions.

Amanda Alv

Hi, I'm sure others may have more technical advice, but since people seem to want to enter their name or the company name, why not add those fields first (assuming they aren't already there?). This way, the "Customer Name" field will be much more obviously about the customer, if they have already entered their name and the company name.

You could even enter a "Default Value" for the company name so that it is pre-entered but still visible for them. Just hide these two columns so they don't get in your way on the actual sheet.

Hope you find a good solution!