---
title: "Creating & Using Saved Form Mappings in Ontraccr Boards"
url: "https://help.ontraccr.com/en/article/creating-using-saved-form-mappings-in-ontraccr-boards"
language: "en"
last_updated: "2025-05-27T17:45:04.678Z"
---

# Creating & Using Saved Form Mappings in Ontraccr Boards

## **🔄 Creating & Using Saved Form Mappings in Ontraccr Boards**  
 

### **Overview**

**Saved Form Mappings** let you pre-fill form fields with data from a board card. This streamlines the form submission process, reduces manual entry, and ensures consistency across workflows. When launching a form from a card, users can select a saved mapping to have relevant fields automatically filled out.

* * *

## **🎯 Why Use Form Mappings?**

Use this when:

-   You want forms to auto-fill with **card data** (like project name, client, equipment, or assigned user)
-   You want to reduce data entry errors
-   You want to save time in repetitive workflows (e.g., inspections, reports, onboarding)
-   You want to make submitting forms from cards easier for field teams or admin staff

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## **🧩 How to Create a Saved Form Mapping**

1.  Open a board
2.  Go to **Settings > Forms**
3.  Click **Add** ➕

### Then:

| Field | Description |
| --- | --- |
| **Mapping Name** | Give the mapping a clear label (e.g., “Safety Form – Auto-Fill from Card”) |
| **Target Form** | Choose the form you want to connect to this board |
| **Use Form Permissions** | Toggle ON to restrict usage to users with permission to access that form |
| **Field Mappings** | Map card fields to the corresponding form fields |
| (only compatible fields will appear in dropdowns) |  |

4\. Click **Submit** to save the mapping

✅ Once saved, the mapping will appear as an option when users click the **Form icon** on any card in that board.

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## **📇 Example Field Mapping**

| Card Field | Form Field |
| --- | --- |
| Project Name | Job Site |
| Assigned User | Inspector |
| Client Name | Customer |
| Job Type | Service Type |

> You don’t need to map every field — just the ones you want pre-filled.

* * *

## **✅ Example Use Case**

-   An HR team creates a mapping between the **“Onboarding Tracker”** board and the **New Hire Form**
-   The mapping pulls values like:
    -   Name
    -   Department
    -   Assigned Manager
-   When the HR rep clicks the form icon, the form launches **already filled out** with card data
-   They complete the rest and submit — and the form is logged in the card

* * *

## **🧠 Tips & Edge Cases**

-   Only forms with **mapped fields that match** will be eligible
-   You can create **multiple mappings per board** for different use cases (e.g., Daily Report vs Safety Checklist)
-   Form submissions made this way **still respect form permissions** — use “Use Form Permissions” toggle to enforce access
-   Mapped fields can always be **edited after launch** — mappings just save time up front