Square 9 University Office Hours - Prepopulating Form Fields

Tuesday January 27, 2026 | 2 PM ET

Whether you’re collecting updated emergency contact information or gathering data from a large group, GlobalForms provides an efficient and streamlined solution.

When paired with the Forms Processor node, you can use a CSV file to prepopulate the form with user data. This approach automatically notifies users of a form that needs to be completed. Once collected, the data is validated directly released to GlobalSearch and pass data other line of business applications, reducing manual data entry.

In this lesson you will learn how to:

• Create a workflow that uses the CSV process creator to generate multiple processes.
  
• Configure the Form Processor node to generate a form for each user in the CSV file with prepopulated data.
  
• Notify the user of a form that needs to be completed.
  
• Construct a GlobalCapture search to use in validation to return the form to complete.