Can I pre-populate forms with info (data) from my other form(s)?

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    cflofinancial
    Asked on February 12, 2017 at 09:04 PM

    For Example:  Form A asks my prospective clients to fill out demographic info (name, address, phone, etc...)

                          Form B is a form used during a consultation with a prospective client.  It collects additional data about them

                          Form C is a form used for newly obtained clients to finalize their information required by my company.

     

    My question pertains to info that could be contained in all three forms (i.e. Name, Address, Phone etc..).  I am wanting to pre-populate forms B and C with the redundant data from form A without having to create the parts of the form again and perform the data entry required to capture that data.

    Is this a functional option of Jotform?  Can I pull in data from other forms (created in my Jotform profile and automatically populate it into other forms (created in my Jotform profile)?  I hope my question made sense and look forward to your response.  If this is something that can be accomplished, please point me in the right direction.  If this is NOT a current feature, please consider it for future use; it would be extremely beneficial to all Jotform users (in my humble opinion).  I thank you in advance.

     

    Tamika

  • Profile Image
    Chriistian
    Answered on February 13, 2017 at 02:38 AM

    Hi,

    Your requirement is possible with JotForm. If you want to pass data from a form to another form, please check out this guide: How to Automatically Pass Form Data to Another Form.

    Please let us know if you need further assistance.
    Regards