Use a Table Record field to let someone select a record from Hive Tables and automatically fill other fields in a form. This saves them from re-entering information you already have, such as a client’s name, a budget, or a target date.
Before you start
Prepare a table with the records and information you want to use.
Add the destination fields to your form. Supported destinations include text, long-text, number, and date fields.
Use text, number, or date columns as the source for your mappings. Other column types, such as relationships or calculated columns, are not available for this prefill mapping.
Add a record selector
Open your form in the form builder.
Add a Table Record field from the toolbox.
Give it a clear question title, such as “Choose a client.”
In the field’s settings, select a Source table.
Choose a Display column. This determines which column identifies each record in the selector—for example, Client name.
The display column helps people find the right record. Field mappings control which values are copied into the rest of the form.
Map table columns to form fields
With the Table Record field selected, open Field mappings.
Click Add mapping.
Under Table column, select the column containing the information you want to copy.
Under Form field, select the question that should receive that value.
Repeat for each column you want to use. Choose destination fields that match the kind of information in the table, such as a number field for a budget.
For example, a client request form could use these mappings:
Client name column → Client name text field.
Budget column → Requested budget number field.
Target date column → Requested delivery date date field.
Use Remove beside a mapping to stop that column from prefilling a field.
Test the form
Save your form changes and open the form to test it.
Select a record in the Table Record field.
Check that the mapped answers populate with the expected values.
Select a different record and confirm the mapped answers update.
Clear the record selection and confirm the mapped answers clear.
Important: Selecting another record replaces the mapped answers, including changes someone has typed into those fields. Clearing the selection clears the mapped answers. Choose the record before making any final edits to the form.
Update your setup
If you change the Source table, Hive clears the existing display-column selection and field mappings. Choose the display column and create the mappings again for the new table.
If you remove a mapped table column or form field, review the mappings and replace or remove any entry marked Missing.
Troubleshooting
Field mappings are not available: Select a source table first.
No form fields are available to map: Add a text, number, or date field to the form, then return to the Table Record settings.
A table column is missing: Check that it is an active text, number, or date column. Unsupported column types will not appear in the mapping list.
A field does not fill as expected: Check the selected record’s value, confirm the source and destination in the mapping, and use a destination field suited to that value.
For the basics, see Hive Forms. For other dynamic question types, see Dynamic Fields in Hive Forms.