Overview

The Prepopulate Data script fills fields on a MegaEdit productA product type in Infigo that uses the browser-based MegaEdit editor to let customers personalise templates online. with details from the customer's account. When a customer opens a business card, letterhead or name badge, their details are already on the design, so they don't have to type them in.

Step-by-step

1. Turn on the Prepopulate Data script

   Go to Catalogue > Product Types > MegaEdit > MegaEdit Products and click Edit next to your product. Open the Scripts tab, tick Prepopulate Data and click Save changes. The script now runs every time this product opens in the editor.

   Scripts tab: Prepopulate Data ticked

   

2. Open the template as a template editor

   Open the product on your storefront and click Start, logged in with an account that is allowed to manage MegaEdit templates. The editor then shows the template's sample text and a Prepopulate Data button in the top bar, ready for you to set up the fields. The button stays greyed out until you select a field. If you can't see the button, your login needs permission to manage MegaEdit templates: ask your main administrator or Infigo Customer Support.

   The Prepopulate Data button in the top bar

   

3. Select a field

   Click the text field you want to fill in, for example the name on a business card. The Prepopulate Data button becomes available. Text fields, image fields and barcode fields can be set up this way.

   The Full name field selected

   

4. Choose the data type

   Click Prepopulate Data. In Setup Prepopulate Data, choose a value from Select the data type, for example Customer Full Name, and click Save. The list includes the customer's name, title, gender, email, company, address lines, city, county, postal code, country, phone and mobile numbers, fax, date of birth and language, plus Job Id and Product IdA unique identifier given to an individual product on your Storefront. For an image field, the only choice is Customer Avatar.

   Select the data type: Customer Full Name

   

5. Repeat for each field

   Do the same for every field you want filled in. On this card, Company uses Company Name, the address lines use Customer Address line 1, City and Postal Code, and the last line uses Customer Email. Each field has one data type. When you reopen the dialog on a field that is already set up, it shows the data type you chose. If you've added billing_ or shipping_ to a field's tag (step 10), don't change that field from this dialog again: choosing a data type there and clicking Save removes the prefix.

   Company field: Company Name

   

6. Save as the product default

   Open Menu and click Save as product default. This saves the field set-up into the product, so every customer gets it. The sample text you see is only shown to template editors. For a customer, each set-up text or barcode field is replaced with their details, or left empty if their account has no value for it. An image field keeps its sample image if the customer has no avatar.

   Menu > Save as product default

   

7. Check where the data comes from

   Go to Customers, find the customer and click Edit. Their details are on the Customer Info tab. If any address or contact detail is filled in here (address, town, postcode, country, county, company, phone or fax), every field on the product is filled from Customer Info, apart from fields set to use the billing or shipping address (step 10). A country counts, so most customers with a country set use Customer Info. If none is filled in, the script uses the customer's billing address, including the name and email, or their first saved address if they have no billing address. Title, date of birth, gender and language are then left empty.

   Customer Info: name, company and address

   

8. Open the product as a customer

   To test, impersonate a customer (or log in as one) and open the product. Impersonating fills in that customer's details. Use a customer who can't manage MegaEdit templates: anyone who can always sees the sample text and the Prepopulate Data button, never their own details.

   The customer clicks Start

   

9. Check the filled-in design

   The fields show the customer's details as soon as the editor opens: here the name, company, street, town, postcode and email from their account. The details are filled in again every time the editor loads. Changes to the customer's account show up the next time they open the product, and anything the customer types into a filled-in field is replaced. There is no Prepopulate Data button for customers.

   Name, company, address and email filled in

   

10. Find or change a field's data type

    Each set-up field stores its data type as a tag. To see it, double-click the field in the editor (with a login that can manage MegaEdit templates), open the last tab, Details, and look at Tags, for example prepopulate_postalcode. To always use one of the customer's addresses for a field, add billing_ or shipping_ after prepopulate_, for example prepopulate_shipping_postalcode, then save the product default again. That field then only uses that address: if the address has no value for it, the field is left empty. To fill a field from one of the customer's custom fields, type prepopulate_Custom1, prepopulate_Custom2 or prepopulate_Custom3 into its Tags box, exactly as shown (the capital C matters). If a field has stopped filling in, check that its tag is still here: a field without a prepopulate_ tag keeps whatever text was saved in the product default.

    Details > Tags: prepopulate_postalcode

    

11. Change the address rules (optional)

    On the MegaEdit product's Scripts tab, click Config next to Prepopulate Data. Enter { "disableAddressValidation": true } and save to always fill fields from Customer Info, even when it has no address details. Enter { "legacyMapping": true } for the older rules: the name, email and language come from the customer's account and everything else comes from the billing address, or the first saved address, or Customer Info if the customer has no saved addresses. The billing_ and shipping_ tags have no effect with the older rules. Leave the Config empty to use the standard rules described in step 7.

Video transcript

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Troubleshooting

Troubleshooting

• The Prepopulate Data button isn't in the editor - check the script is ticked and saved on the product's Scripts tab, and that your login is allowed to manage MegaEdit templates.
• Fields show the sample text when you test - you're probably logged in with a login that can manage MegaEdit templates; these never see their own details. ImpersonateWhen logged into Infigo as an administrator, you are able to "Impersonate" other customers from the Customer Management screen. a customer, or log in as one, instead.
• The details come from the wrong address - see "Where the details come from" above. A country or company on Customer Info is enough for Customer Info to be used. To force one address for a field, add billing_ or shipping_ to its tag (step 10 of the step-by-step guide).
• A field has stopped filling in - open the field's Details tab and check its Tags box still starts with prepopulate_. If the tag was removed, the field keeps the text saved in the product default; set the data type again and save the product default.
• A field is empty for some customers - their account has no value for that data type, so the field is cleared. Add the detail to their Customer Info (or, if their Customer Info has no address or contact details at all, to their billing address), or choose a different data type.

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