---
title: How to Use Entity Properties & Pre-fill Form Fields
description: Learn how to define custom attributes for your entities. This guide covers how to set up properties, bulk manage data, and use that data to automatically pre-fill form fields and trigger dynamic logic during inspections.
---
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# How to Use Entity Properties & Pre-fill Form Fields
## Learn how to define custom attributes for your entities. This guide covers how to set up properties, bulk manage data, and use that data to automatically pre-fill form fields and trigger dynamic logic during inspections.
**Entity Properties** allow you to define specific attributes (such as address, status, or ID) for your Entity Types. Once defined, these properties can automatically pre-fill fields in your forms, saving time and allowing for dynamic logic based on the entity selected.
#### 1. Defining Entity Properties
Before you can use properties in a form, you must define them at the **Entity Type** level.
1. Navigate to the **Management** menu and select **Entity Types**.
2. Create a new Type (e.g., "Prospect") or select an existing one.
- *Note: Clicking on an existing Type now opens the list of entities associated with that type. To edit the Type definition, click the **Edit (Pencil) icon**.*
3. In the Type settings, add your **Properties**.
- **Text Property:** Useful for static information like an Address.
- **Dropdown Property:** Useful for status (e.g., "Active" vs. "Inactive"). You can define the specific options users can select.
4. Click **Save**.
#### 2. Adding and Managing Entities
Once the Type has properties, you need to fill in the data for each specific Entity.
### Manual Creation
1. Click on the Entity Type to view the list of entities.
2. Click **Add Entity**.
3. Enter the entity name (e.g., "Client A") and fill in the values for the properties you defined (e.g., Address: "Main St", Status: "Active").
4. Save the entity.
### Bulk Management
For large databases, you do not need to enter data manually.
1. In the Entity Type view, use the **Bulk Manage** feature.
2. This allows you to download a spreadsheet template, fill in rows for thousands of entities (including their property values), and upload them back into the system.
#### 3. Pre-filling Forms with Entity Data
Now that your entities have data attached to them, you can configure your Forms (Templates) to pull this data automatically.
1. Open the **Form Builder** (create a new template or edit an existing one).
2. Add a **Text Field** element to the form.
3. In the field settings, look for the **Default Value** or **Pre-fill** option.
4. Select **Entity Property**.
5. Choose the specific property you want to display (e.g., "Status").
6. **Configuration Options:**
- **Read-only:** Check this if you want the user to see the data but not change it.
- **Hide from user:** Check this if the data is for backend logic only.
#### 4. Using Entity Properties in Logic
You can use pre-filled entity properties to make your forms dynamic.
1. In the Form Builder, go to the **Logic** tab.
2. Create a new rule based on the Text Field you just created.
3. **Example:** *IF "Entity Status" IS "Active" THEN Show "Inspection Group A".*
- This ensures that your users only see questions relevant to the specific entity they are inspecting.
#### 5. The User Experience
When a user starts an inspection or fills out a form:
1. They select the **Entity** (e.g., "Client A") at the start of the inspection.
2. The system automatically looks up the properties for "Client A".
3. The Text Fields mapped to those properties are **automatically filled** (e.g., "Active").
4. Any Logic tied to those fields triggers immediately.
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