How to prefill values for another form after submitting the initial form?

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    IneVerhulst
    Asked on January 24, 2017 at 09:13 AM

    The situation is: I created an application form, in which the applicant should mention the expected costs for travel, hotel etc. After they went on training/mission, they can submit an expenses bill. I would like to create an prefilled expenses bill after someone filled in the training form.

    Eg, someone fills in:

    hotel: 200€

    flight: 500€

    registration: 60€

    other: 30€

    he/she submits the form, can  an expense bill be created with the answers of the training form, containing the amounts given?

     

     

  • Profile Image
    Boris
    Answered on January 24, 2017 at 10:39 AM

    Yes, based on your description so far, this should be possible to be achieved in several ways.

    Can you please describe your intended workflow, such as how, and in what form do your users currently submit to you their expenses bill?

    Do you intend for them to make a submission on another form where they would detail their exact expenses? If so, you could create a special prepopulated link to that second form (actual expenses) instantly to your users when they submit the first form (expected expenses).

    After they come back from the trip, they could simply use the prepopulated link with the values offered from the first form, and then they make adjustments and submit that second form. If that is the method you'd like to take, you could prepopulate values to the second form with with URL parameters, by following this guide:

    https://www.jotform.com/help/71-Prepopulating-Fields-to-Your-JotForm-via-URL-Parameters

    If you had something else in mind, please describe your intended workflow, and we'll be glad to help look for possible ways to achieve it. Thank you.

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    IneVerhulst
    Answered on January 31, 2017 at 05:14 AM

    now it's a paper form they fill in, so not automatically generated. So no control between estimated and real expenses.

    I've tried the prepopulated fields but  I get stuck after a while.

    I've created a form 'expenses bill'. Then I've copied the elements from the Training application (cursor in field required --> Inspect elements --> copied the name after the _ and pasted it in the URL of the expenses bill which I've 'opened in a new tab'....but nothing happens

     

    I'm sure I'm doing something wrong. I have no experience as as now with javascript or any other 'programming' but I'm very willing to learn it. But I will need the basic steps to be described I'm afaid.

    Can you help me?

     

    thanks a lot

     

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    Kiran
    Answered on January 31, 2017 at 05:38 AM

    Once you get all the field details to be sent to the other form, it is required to generate the URL with the second form passing all the information from the first form.

    For instance, the other form is having the fields with the same field names as in your primary form, you can generate the form URL as shown below:

    https://form.jotform.com/1234567890?hotelCosts6={hotelCosts6}&travelCosts={travelCosts}

    Assuming https://form.jotform.com/1234567890 is the second form. This generated URL with parameters can be set as a Thank you page so that the form will be redirected to the URL provided after submitting the first form.

    Please refer to the guide below that can help you with passing the form data to another form.

    https://www.jotform.com/help/351-How-to-Automatically-Pass-Form-Data-to-Another-Form

    Thank you!

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    IneVerhulst
    Answered on February 01, 2017 at 08:26 AM

    thank you very much, this was very helpfull! I managed to link the two forms to on another, it's just great :)