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How to Save Forms and Continue LaterLast Update: March 28, 2016
Got Lots of Form Pages? Make JotForm Save Submissions on Each Page. Let's say that you have a survey which includes over 10 pages. Your user starts to fill out your forms but suddenly something happens, maybe the computer shuts down or the user has an urgent call and closes your form without submitting it. It is possible to prevent this, JotForm has an amazing feature that saves the forms for each unique user and for each page the form is filled. That way your users will be able to continue to fill out your forms whenever they are available. But, the tricky part is you have to keep a Session ID.
Note: This method requires two forms and a Page Break in order for it to work, and as a matter of fact our session system will not be able to handle a large amount of records in drop down menus. So please be aware of it, before to implement this method.
We will need to have two forms:
Form 1 : The first form where the user will need to fill out the name and email field. The session URL will be created here and we will use the email field as the session ID.
Form 2 (Main Form): This is the main form where all the necessary and important fields we need to collect. The main form needs to have page break, please also note that the progress on each page will only be saved when the "Next" and "Back" button is clicked.
1. Create a form to get name and e-mail. On the title, explain the user why this is necessary. This will be referred as the first form from now on. Form 1 Example:
2. Create another form that they will be redirected to. This will be referred as the main form from now on. Form 2 Example:
** If you want to change the back and next button text, just click on each option from the toolbar and change it from there. **
** You can also change the visibility of each button. This function is useful for skip-to page conditional logic.**
** You can also choose from a variety of our page break buttons**
3. When main form is finished click "Preview" and then click "Open in new tab" button. On the new tab, copy the Form URL.
Here's the preview window where you can copy the form URL:
5. Close the tab and go to "My Forms" menu and click "Edit" on "Form 1" you created.
6. On Form 1 go to "Emails".
Click "Create New Email" button.
7. Select the "Autoresponder Email".
8. Enter your name and e-mail. "Recipient E-mail" field should be related with the E-mail form on your form. So it should be an E-mail by default. If it is not selected please select the appropriate e-mail field found in your form. After completing all the necessary fields here, click "Edit Email".
9. You will then be navigated to the email wizard where you can edit the email body. Erase all the data in the text area and write something meaningful for the user. Because this will be sent to his/her email.
10. Paste Form 2's URL here (the one your copied earlier), and at the end of the URL add a question mark "?", after the question mark write "session", next to it add the equals "=" sign and click E-mail on the form fields. So far your URL should look like this:
Below is a screenshot showing how I composed my autoresponders message:
After you have written "?session=" select E-mail from the right corner of the page which is in “Form Fields”. You can also hyperlink it using the formatting toolbar above, highlight or select the custom form session URL, then click the insert link button.
11. Click OK and save the changes.
We've covered the part where our main form will be emailed to our users when they submit their names and e-mail addresses. They will be able to complete their forms whenever they want from their e-mails. However, we also need to do a redirect page after they have submitted the first form.
12. In your Form 1, click "Thank You" button in the form builder.
Here you can edit the message or simple redirect the user to another page URL. I'll select "Edit Text".
You will then be navigated to this part where you can simply edit the thank you message of your form. In my case, I will compose the same message I have in the autoresponder and tell the user to use the session link to continue to the main form.
If you would like to pass the name and email field to this new Jotform - that is easy as well, just follow the guide here: Prepopulating fields to your JotForm via URL parameters to learn how to get and set parameters for prepopulating over URL.
In our sample, to pass the name and email we would add at the end:
- as you can see we still need to include the session parameters, we have only added the email and name parameters after it.
If you any questions or difficulties with any of the steps above, please post a comments below.