- mderricksonAsked on December 05, 2016 at 07:13 PM
Just getting started with JotForm and I'm looking to split my office supply order form up into categories, which could be collapsed or expanded depending on what the customer is looking for. Is that possible within an order form? If so, how? Just setting up a test form and have about 84 items I'll be adding. Want to reduce scrolling as much as possible.
- JotForm Supportashwin_dAnswered on December 06, 2016 at 02:08 AM
I am not sure if I have understood your requirement correctly. Do you mean to say that you want to add categories in your payment form?
Yes it is possible to achieve your requirement and the following guide should help you: https://www.jotform.com/help/178-How-to-Have-Sub-Category-or-Sub-Labels-on-an-Order-Form
You may also like to take a look at the following guide which should help you how to add sub-product which will be be displayed in an collapsible format: https://www.jotform.com/help/264-Create-Sub-Products-Based-on-a-Product-Option
Hope this helps.
Do get back to us if you have any questions.
- mderricksonAnswered on December 06, 2016 at 05:45 PMNeither of those are exactly what I’m looking for. I’m more thinking of separating categories (like the first link you sent) but having them collapsible so people only needed to access portions of the product offerings they are looking for (thing categories of products like “Writing Utensils” “Clips & Fasteners” etc.). Is that possible?
- JotForm SupportChriistianAnswered on December 06, 2016 at 08:51 PM
Your requirement can be achieved by using regular checkboxes to show the products. Then a calculation field will be used to calculate the total from these products and pass them on to the custom amount payment field. Please follow the steps below:
1. Add a checkbox field to show the products available. (If you want you can use a dropdown or textbox too)
2. Then we will assign calculation values for each of these products. These calculation values will be the prices of the products. Please follow this guide on How to Assign Calculation Value
4. Once the calculation is set, all we need to do is to pass the calculation to your payment field. You can follow this guide to do so: How to Pass a Calculation to a Payment Field
5. You can now add form collapse to categorize the products on your form
If you need further assistance, please let us know.
- mderricksonAnswered on December 07, 2016 at 12:45 PMThank you for the information, but that won’t work for my purposes either (although it’s close). I need them to be able to select quantity in addition to selecting the items. Is that possible?
- JotForm Supportashwin_dAnswered on December 07, 2016 at 01:16 PM
Yes it is possible and we can definitely try to help you achieve your requirement. If I understand your requirement correctly you want to add a quantity field per item. Is that correct? Example: A quantity field to be added for each item in each category "Red Shirt, Blue Shirt / Yellow Shirt".
I will work further on a clone of my colleague's form and get back to you soon.
- mderricksonAnswered on December 07, 2016 at 01:45 PMYes, that is correct. The form is for internal purposes in our organization for individuals ordering office supplies for their departments. I want them to be able to select items, add a quantity, and have the total shown that their department will be charged for the items.
Thanks so much!
- JotForm SupportdavidAnswered on December 07, 2016 at 04:12 PM
If you need quantities for each, replace each option with its own number field:
Then, in your calculation, use the number entered time the cost of the products:
Here is how the form would work with that set up: