You can bring your Octiv data into an embedded Formstack form by mapping fields.

Follow these steps to map fields:

  1. From Document Build view, click the Assets tab.
  2. Drag and drop your selected form from the Assets menu into the Table of Contents on the left side of your screen.
  3. Select the gear that appears when you hover over the form page and click Edit Properties.
  4. Select the field you would like to pass into the form from the Variable Name. These data points can come from a variety of sources such as Salesforce, MS Dynamics, NetSuite, etc..
  5. Select the Form Field that should receive the data.
  6. Click Add Mapping to save your setup.

Did this article help?

Please provide us your feedback below.

* How helpful was this article?

If you have any additional questions and would like to be contacted by a member of our support team, please provide your email.