How to prefill some data on the form?

  • SAVAschool
    Asked on January 18, 2017 at 5:12 AM

    We like to fill in some details for our customers. Are staff in the office able to do this? Also, is it possible to edit a form once it has been completed. For example a customer changes their mind, can we make changes to the form and resend out for signature? 

    Thanks 

  • candy
    Replied on January 18, 2017 at 6:58 AM

    Hello,

    Please find your answers below:

    "We like to fill in some details for our customers. Are staff in the office able to do this?"

    If you want to have pre-defined fields, you can set values to fields in the form builder. As I have checked your form named "Clone of Training Application Form", I have seen that you already have a pre-defined text area.

    How to prefill some data on the form? Image 1 Screenshot 20

    " Is it possible to edit a form once it has been completed?"

    Yes, it is possible. You need to set an edit link to the autoresponder email as you can find in the following document: https://www.jotform.com/help/40-How-to-Let-Users-Update-Their-Form-Submissions-at-a-Later-Date 

    "For example a customer changes their mind, can we make changes to the form and resend out for signature? "

    This is a totally different case from the previous one. If a customer changes their mind, why do you want to change the form? If a customer changes mind, she or he can edit the submission.

    If you delete a field from a form after submission completed, you will lose that data forever.

    If you need further clarification, let us know.

    Thanks.