Create a templated Formli that will be populated with Responder information from another Formli

How it works

Using Merge Fields and the go-to transition, you can create templated Formli that are waiting to be populated with information from the responders of your first (intake) Formli.

While templates can be effective for many use cases, including large fundraising campaigns, we’ll be creating unique digital flyers for lost cats.

<aside> 👉🏽 For more on the topic of templates and Multi-Party Interaction, see here

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Setup Guide: Lost cat flyer template

Step 1 - Create the intake Formli

The first Formli will collect information that can then be used to create shareable variants of the second (templated) Formli.

In this example, we will use one free response block to collect the cat's name, a Data Fields Block to collect information about the nominator, and another free response block to collect an image of the cat.

1. Create the first Block

   

2. Press Save

   

3. Create the second block (click + Add New Block) and make a Data Fields Block requesting the nominators information.

   Select relevant fields: "Full name", "Phone", and "City"

   

4. Press Save Changes

   

5. Create the third Block: a Free Response Block with only "File upload" selected. In the Block Prompt, merge in the cat's name from the first Block in the Formli.

   

6. Press Save Changes

   

Step 2 - Create the second (templated) Formli