Using pre-fill workform to automatically fill in project name

Hi,

I’m trying to create a solution for a client where the name of an item/project is automatically displayed in a workform. For this, I want to use the pre-fill feature.

The situation is as follows:

  1. A project is created.
  2. The project is added to a portfolio.
  3. From the portfolio, an automation sends a notification to a user when the project is 3 weeks before its end date.
  4. The notification includes a link to a workform.

The workform used is the same every time and based on a template.

The goal is to automatically pre-fill the name of the item/project in the workform.
For example, if the automation is triggered for Project A, it should show a field with the name Project A, or Project B etc.

Does anyone know how to do that?

3 replies