How to enable Save Forms and Continue Later option?

  • websiteteam
    Asked on December 1, 2016 at 5:57 AM

    I have completed this How to Save Forms and Continue Later modifications to the two required Forms and deployed Form 1 to my website: http://www.temptestsite.net/jot-form-test.

    This is a Test site and the below forms are meant to test what I may accomplish for my client before I build the "Real" forms for use in the permanent site.

    When testing, I am not able to get any entries in the Form to save after using the "Next/Page Break" button. After I have clicked on Next, closed the form and then return to Complete, any of the prior entered data is not there?

    Everything is working except the pre-filled information is not saving when Form 2 is viewed again?

    These are the two Forms -

    Form 1: https://form.jotform.com/63334772877165 & Form 2: https://form.jotform.com/63275744442156.

  • Nik_C
    Replied on December 1, 2016 at 6:14 AM

    I checked your form https://form.jotform.com/63334772877165 and Continue later option is not enabled on that form:

    How to enable Save Forms and Continue Later option? Image 1 Screenshot 30

    And on this form as well https://form.jotform.com/63275744442156:

    How to enable Save Forms and Continue Later option? Image 2 Screenshot 41

    So please enable that option in order to have information saved if the form is closed.

    If you have any additional questions please let us know.

    Thank you!

  • websiteteam
    Replied on December 1, 2016 at 1:44 PM

    1) If the Form link, either from the Thank You page or the email sent to the User is not opened in the same browser in which the Form was originally opened and filled, then the Auto-Fill will not show?. Is this correct?
    2) If the browsers cache is cleared, in which the original Form was filled, then the Auto-Fill will not show. Is this correct?
    3) Is there a method to cause the Link that has been sent to the Users email to expire after a reasonable period of time?
    My client charges her customers to use this Form, each time they need to fill it out for a new purpose. The Test Form I am using is not in the format of what my client will use the Form for. The Form will be used as a patient evaluation form in an Adult Family Home. Once completed the User will print the Form for submission to the State as a report on patient condition. When the User needs to evaluate another patient, my client does not want them to be able to re-use this Form, but instead require them to pay for it again through a page in the website with a re-direct to the Form after payment is made. They only way the User may initially access the Form is via a re-direct after having made their payment. She wants to allow them a reasonable time period to complete the entries in each Form and/or be able, for a reasonable period of time, to come back and complete the filling out of a partially completed Form. But, after a reasonable time period, she does not want them to be able to re-use the Form for a different set of patient entries.
    ...

  • Nik_C
    Replied on December 1, 2016 at 3:07 PM

    1) If the Form link, either from the Thank You page or the email sent to the User is not opened in the same browser in which the Form was originally opened and filled, then the Auto-Fill will not show?. Is this correct?

    Correct, each Browser will store the data in separate cookies so you will have to open the same one in order to access the filled data.

    2) If the browser's cache is cleared, in which the original Form was filled, then the Auto-Fill will not show. Is this correct?

    Correct, if the Browsing data including cookies is cleared from the Browser, the data previously filled is cleared as well.

    3) Is there a method to cause the Link that has been sent to the Users email to expire after a reasonable period of time?

    The closest what we have to expiration of the link is to set the Disable on: Number of submissions, Date, or Both:

    How to enable Save Forms and Continue Later option? Image 1 Screenshot 20

    So Disable on a date should work for you, but this option will be set for the whole form, you can not specify for one link only.

    The second part of your reply you can achieve by combining all the above, so you can create that page that your users will land first, you can even do that with our forms and when they do the paying and all that prefilling actions, you can redirect them by using Custom Thank you page: https://www.jotform.com/help/211-Setting-Up-the-Thank-You-Page which you can use to redirect them to the actual form. The actual form will have Continue later option enabled: https://www.jotform.com/help/97-How-to-Save-Forms-and-Continue-Later and you can set some date when that form will be disabled. 

    Now, the problem I see here with disable on a date is that this will not work for multiple people submitting in the close time range. I'm not sure how you imagined that workflow if you're giving a form to a group in similar time or no.

    Hope this helps.

    Let us know if we can be of any additional assistance.

    Thank you!

     

     

  • websiteteam
    Replied on December 1, 2016 at 6:44 PM
    In one of the responses to a question in the Forum regarding this saving of forms method, it stated that the Link to the Form for auto-fill completion in the JotForm server was approx. 90 days. Does that mean, after that time period, that the Link in the Users email would still work, but would no longer have the auto-fill information available - or - is the Link itself deactivated and non-responsive?
    ...
  • Chriistian Jotform Support
    Replied on December 1, 2016 at 11:00 PM

    The link would work after the 90 day period, but the auto-fill information from that link will no longer be available. This means you can still use the link to save new data after the old auto-fill information has disappeared.