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    How to save a partial filled in form and continue on it later?

    Asked by rogero on January 20, 2017 at 05:06 AM

    Hi,

    I am planning to use forma to record the execution of projects. We have certain "gates" in the projects that I would like the project manager to fill in some information. It would be nice if the form can be partially filled in and the saved but not sent. When the form is saved the project manager gets a link so he/she can return to the filled in webform. When it is totally filled in he sends it in and the data continues to our analyzing software (using zappier). Is this possible?

     

    Thanks, Roger

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    JotForm Support

    Answered by Helen on January 20, 2017 at 05:43 AM

    Hi Roger,

    Thank you for contacting us.

    You can create "Save and Continue Later" option with using "two forms" and a "Page Break

    We will need to have two forms:

    Form 1: The first form that the submitter will 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.

    Here is guide helps to you, please read all steps carefully: https://www.jotform.com/help/97-How-to-Save-Forms-and-Continue-Later

    I hope it solves your problem. If you have any questions or issue, please do not hesitate to contact us.

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    Answered by rogero on January 20, 2017 at 10:45 AM
    Excellent! Now I can tell people it is possible. Made my day.
    Have a good weekend
    Från: JotForm [mailto:noreply@jotform.com]
    Skickat: den 20 januari 2017 11:43
    Till: Olofsson Roger
    Ämne: Re: Possible to save a partial filled in form and continue on it later?
    A new response has been received:
    /www.jotform.com>[JOTFORM]/www.jotform.com/>/www.jotform.com>
    Answered by Helen
    Hi Roger,
    Thank you for contacting us.
    You can create "Save and Continue Later" option with using "two forms" and a "Page Break.
    We will need to have two forms:
    Form 1: The first form that the submitter will 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.
    Here is guide helps to you, please read all steps carefully: https://www.jotform.com/help/97-How-to-Save-Forms-and-Continue-Later
    I hope it solves your problem. If you have any questions or issue, please do not hesitate to contact us.
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    JotForm Support

    Answered by BDAVID on January 20, 2017 at 12:18 PM

    On behalf of my colleague, you are welcome! Feel free to contact us anytime.