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Pre-fill item creation form with filters

  • February 12, 2025
  • 1 reply
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I
Apprentice Author

Hello everyone, when creating a new item in a P&L, is it possible to pre-fill the item creation form with the filters applied on the page ? (for instance Entity / Current budget phase)

Best answer by oliverlee

Hi ​@Idris BUI, your action creation form is based on a View of that list. In that view, if you make sure that the property that you want to have prefilled, is part of your ‘Pages’ section, and you select a single item on your board in pages, then the property should be pre-filled with that item.

    1 reply

    oliverlee
    Master Helper
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    • oliverleeMaster Helper
    • Master Helper
    • Answer
    • February 12, 2025

    Hi ​@Idris BUI, your action creation form is based on a View of that list. In that view, if you make sure that the property that you want to have prefilled, is part of your ‘Pages’ section, and you select a single item on your board in pages, then the property should be pre-filled with that item.

    Isabella Leslie-Miller

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