Prefill data is used for approvals, jobs, and any custom pre-filled data. Enabling prefill submission data (recommended with the Jobs feature) requires CivicPlus to store data in order for app users to download forms with partially complete inputs. This article will show you how to set up a retention policy in order to enable prefilling forms.
Important Note
The prefilling forms feature will be unavailable to your app users until you set up a retention policy.
Instructions
Select the Workspace menu and click Settings
Select Account
Select Edit Policy on the Prefill Data card
Check Yes, store prefill data to store prefill data in accordance with our Data Storage Disclaimer
To change the prefill data retention policy, select Custom
Specify the number of Days the prefill data should be stored or select Forever to have it stored indefinitely
Click Save
