When should the Submit element require the payment information?

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    paulnugent
    Asked on February 10, 2017 at 10:03 PM

    When I originally created my form and added the Payment element, when testing the Submit button, the Submit button  required payment information. After perhaps deleting and adding, or moving, the Submit button, when testing the Submit button, the Submit button does not require payment information. I tried deleting and adding the Payment element hoping that would somehow reset the Submit button. I would like to know what is the proper relationship of the Submit button to the Payment element.

    Also, is there a way to make the Payment element in a form optional, so that my donors can choose between sending a check or paying online, but so that I require that the payment information if they choose to pay online?

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    Charlie
    Answered on February 11, 2017 at 08:24 AM

    It is not specific on the submit button but rather on the payment field or integration. 

    Note that if you make the payment field "required", then it is needed to be filled out. 

    These are the instances on how the payment field works:

    1. If the amount in the payment field is 0 or blank and it is not required, then the form can be submitted without filling it out. 

    2. If the amount is greater than 0 then the payment details need to be filled out before proceeding, regardless if it is required or not. 

    3. If the payment field is set to "required", then it is mandatory field and it needs to be filled out. 

     

    If you want to offer your users different payment method, then I suggest checking this guide: https://www.jotform.com/help/182-How-to-Create-a-Basic-Multiple-Payment-form

    If that guide seems to confused you, here's a slightly different approach:

    1. First, add a radio button field for the payment method options. You can see my screenshot below as an example: 

     

    2. Now we will use Conditional Logic to show the specific section of your form collapse field depending on the payment method selected. Here's a general guide about conditional logic feature: https://www.jotform.com/help/57-Smart-Forms-Using-Conditional-Logic. Here's a specific guide about the use of conditional logic to display the form collapse field sections: https://www.jotform.com/help/297-Show-or-Hide-multiple-fields-at-once-using-form-collapse-tool

    Now in your case, this is how I created the conditions:

    I basically have two conditions:

    Condition #1: IF the payment method is equal to "Credit/Debit Card" then SHOW "Online Debit/Credit Card Option" section. 

    Condition #1: IF the payment method is equal to "Check Mailing" then SHOW "Check Mailing Option" section.

     

    3. Now we also want to change some settings in the Preferences->Advanced page. Find the option "Clear Hidden Field Values", change the option to "Clear On Being Hidden", we want this option so that the value on the total field in your payment section will clear up when it is hidden. The problem if you do not enable this option will occur if your use changes his/her mind on the payment method. Example:

    1. User choose credit/debit card option.

    2. User filled out total amount. 

    3. User changed his/her mind and change payment method to "Check Mailing".

    4. If the option "Clear on being hidden" is not set, what happens is the the payment field will be hidden BUT the amount on the total field will stay, which will cause the form to not submit. 

     

    You now have a simple multi-payment form. 

    Let us know if that works. 

  • Profile Image
    paulnugent
    Answered on February 11, 2017 at 10:45 AM
    That worked out wonderfully, particularly your alternate instructions. I wasn’t finding part 3, Preferences, but I eventually found in Settings, "Show More Options”.
    Thanks, a bunch!
    Paul Nugent
    480-363-8390
    paulnugent@me.com
    ...
  • Profile Image
    liyam
    Answered on February 11, 2017 at 12:38 PM

    Thanks for letting us know, Paul. I'm glad Charlie's solution worked for you.

    Feel free to let us know if you have other questions.

    Thanks.