Part 1: Configure the JetEngine Form (The Receiver) First, you need to tell your "Policy Form" to look for an ID in the URL and use it to pre-fill the fields.

Go to JetEngine > Forms and edit your "Policy" form.

Under the "General Settings" tab, find the Preset Form section and enable it.

Set the Source to URL Query Variable.

In the Query Variable Name field, enter a simple name. Let's use policy_id. Remember this exact name.

Set the Get post ID from field to Current post.

Save the form. Your form is now listening for a URL like your-page-url/?policy_id=123.

Part 2: Configure the Button in the Listing Grid (The Sender) Now, you need to configure the "Edit/View" button inside your Policy Listing Grid to send that ID when it opens the popup.

Go to JetEngine > Listings and edit the template for your Policy CPT (not the Client one).

Select your "Edit/View" button widget.

In the Link field, click the Dynamic Tags icon (the stack of discs).

In the menu that appears, scroll down to "Actions" and select Popup.

Click the wrench icon 🔧 next to the "Popup" field to open its settings.

Action: Choose "Open Popup".

Popup: Select the popup you created that contains your policy form.

Now for the most important step: Go to the Advanced tab within these popup link settings.

Find the Query String field. This is where you'll create the key=value pair.

In the text box, type your variable name followed by an equals sign: policy_id=

After the equals sign, click the Dynamic Tags icon again.

This time, select Post ID from the list.

Your Query String field should now look like this, with policy_id= followed by the dynamic "Post ID" tag.

Update/Save your listing item template.