Prefill policies
A prefill policy controls what autofill does for a field. The three options are always_prefill, prefill_if_value, and leave_blank_for_client.
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A prefill policy controls what autofill does for a field. The three options are always_prefill, prefill_if_value, and leave_blank_for_client.
What you need
- A template with at least one field
The three policies
always_prefill — autofill writes the resolved value every run (the default behavior). If the value is empty the field simply renders empty; there's no special "stamp blank text" semantics — empty is just empty.
prefill_if_value — autofill writes only when a non-empty value resolves. If the source returned nothing, the field stays empty on the output. Use to avoid putting "N/A" or empty rectangles where you'd rather have nothing.
leave_blank_for_client — autofill skips the field entirely so a collaborator can fill it in through the portal. Use for signature lines, client-only details, or anything that should be filled in by someone outside your workspace.
Step by step
- Open the template and click a field.
- In the field properties panel, find Prefill policy.
- Pick one of the three options.
- Click Save.