You'll need the View ID in order to create a new instance and any relevant Form IDs to merge data into that specific form within a view.
Follow these steps to find this information:
- Login to the HelloWorks Portal
- Click "Views" on the left to see all your available Views
- In your list of Views, the View ID can be found next to the View Name
- Click the "Create a view instance" button on the right
- The Create New Instance page lists each Form in the View, with the Form ID next to the name
- The Forms also have the merge field names available that you can also use for merging data into your HelloWorks instance