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How to add a form to the contacts action button and pre-populate the fields

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To add a form in the action button of contacts form:

  1. Go to forms list by clicking form from the left hand menu.
  2. Hover over the desired form and click ‘settings’ button to open the form setting page.
  3. Check the ‘Add to Contacts’ checkbox and provide the title in ‘Add to Contacts Title’ box which should appear in Contacts form action button.
  4. Now go to Contacts list by clicking contacts from left menu.
  5. Click the action button to see if form appear under it.
  6. To populate Contacts form data into desired form, open the desired form in edit mode by clicking forms in left menu and then clicking edit button on desired form.
  7. Click desired field to expand the options.
  8. Go to Advanced tab and check ‘Allow field to be populated dynamically’ checkbox.
  9. Now select Contacts from ‘Select from’ dropdown.
  10. Now select the desired field you want to map with this field from ‘Select Field’ dropdown.
  11. Update the form.
  12. Go to Contacts from left menu and click on the action button of Contacts list to open the desired form.
  13. Check if the desired field is loaded with contact form data that you selected in step 12.