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- How to Export Form Data to Excel?
- How to Disable Auto-Save
- How to Save Forms to Continue Later
- How to Save a Form
- How to Enable Auto Fill Feature
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- Do not see my changes on preview of form
- Can the user save and return later to complete and submit the form?
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- Newbie Question
- Can a partialy completed form be saved and recalled for completion later?
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- Do users have the option to save and return to forms later?
How to Save Forms to Continue LaterLast Update: February 10, 2015
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 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.
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. First Form Example:
2. Create another form that they will be redirected to. This will be referred as the main form from now on. Main Form 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.
5. Close the tab and go to "My Forms" menu and click "Edit" on the first form you created.
6. On your first form go to "Email Alerts" and click "Add new email" button.
7. Select the "Autoresponder Email" and click "Next"
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 E-mail.
9. 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. Copy the Form URL that you have from your main form 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:
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.
11. Click Finish and save the form.
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. At the first form go to "Setup & Embed" tab and click "Thank You", select Thank you message and enter the same URL you created on the autoresponder message.
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.