Can I share information entered to other forms?

  • EllisMobileChiro
    Asked on February 17, 2017 at 9:42 AM

    I am pretty sure I have the answer here, but I better ask anyway.  I have several forms that I have patients fill out an initial intake process.  On each form, I ask for their name, age, and email address (depending on the form sometimes there are other duplicate questions asked.  I am hoping there is a solution to where I can ask this question on one form, and this information can automatically be shared to other forms that this same patient will need to fill out.  The result is that the patient will only have to enter that information once and not be troubled to enter information redundantly on each separate form.

  • Nik_C
    Replied on February 17, 2017 at 12:21 PM

    If your users need to prepopulate different forms with the same data, unfortunately, I don't see the way to do that unless you create a link for them for each form that can be sent together with submission or something similar. You can check this guide:

    So, what I mean is you can create a link that when they click it will open the form prepopulated with their data.

    If that is something that's working for you please let us know, so we can assist you.

    Thank you!

  • EllisMobileChiro
    Replied on February 17, 2017 at 2:07 PM

    Thank you for your reply.  This did not exactly cover my specific situation but did give me an idea about how I might be able to go about this.  Essentially it looks like I would have to create a unique sign-in section to my website that would initially contain all of the data that I would need to replicate across all forms and write a script that would dynamically change the HTML based on the uses login information.  I assume that this might be a viable option;  based on what you know can you confirm rather this would be possible?

  • Nik_C
    Replied on February 17, 2017 at 2:51 PM

    I don't know how many clients you would have, but one way would be to create one form where they will enter the code, any code, and then based on that code they will be redirected to the URL of the form that will be prefilled by their data.

    But that will work if you have clients that come often to fill the same form, for multiple forms it will be tricky to create such logic.

    If you think that that is a workable solution we can help you to create it. 

    We'll wait for your response.

    Thank you!


  • EllisMobileChiro
    Replied on February 17, 2017 at 3:02 PM

    If I understand your suggestion correctly, your saying the client would enter all of their demographic information into one form, and the result of this form would provide a link to the other forms that would pull from that demographic information to distribute data into certain cells?

  • Nik_C
    Replied on February 17, 2017 at 3:43 PM

    Actually, no. Unfortunately, it is not possible to create URLs in that way. 

    Let me ask you this:

    1. How many forms do you plan to create?

    2. How many submitters you think you will have, is that some definite number?

    I'm asking because, if it is, let's say, 5 submitters for five forms, we can do that with one form that will be like a code, and 5 forms where each form is with prefilled data. But, that data will be passed with custom URLs that need to be created upfront.

    If you will have random people submitting the forms, then I don't see the way, unless the URL is automatically created for them in the submission email they receive. But, that URL will be for that form only, it would be very hard, with the tools we have, to create a form that will create links for some other forms with their data.

    Thank you!

  • EllisMobileChiro
    Replied on February 17, 2017 at 4:34 PM

    So I am using this form as Initial Intake Forms for my Chiropractic office.  Each new patient must fill out 3 forms (Patient History, Terms of Acceptance, & HIPAA).  Once a patient schedules an appointment (online) they are directed to my website to fill out these forms.  After each form is filled out the patient receives a thank you email (to the email address provided in the form) that also directs them to fill out the other forms.  These forms are then uploaded to my Google account as PDF and automatically filed by the patient's name (also as provided in the form).  All of this is already functional and in-place.  I have no way to predict how many people may use this at any given time, but of course, the goal of business is to have this happen as much as possible.


    I would of course like a solution that would require as little effort and redundant activity by the patient as possible.


    Does this help you better understand what I do, and what I am looking for?


  • jonathan
    Replied on February 17, 2017 at 9:47 PM

    One way to incorporate a lot of information data within a single form without them getting cluttered or disorganize is to your multiple pages form with Tabs using the Form Tabs widget.

    Here is an example form

    Having Autofill ON work best for huge form with a lot of data.

    What I am saying is, maybe using as fewer form as possible, is the better alternative option also.


    You can also create form that uses redirect condition rules that will redirect users to different page after they submitted the initial form.

    User guide: Change-Thank-you-URL-Based-on-a-Condition

    Using this feature, you can redirect the user to different forms base on what they answered on the initial form.


    The same with the email, you can create dynamic email that the user will be able to receive base on how they answered the initial form.

    User guide: How-to-Send-Email-Based-on-User-s-Answer


    The features I mentioned can be combined and used as well on a form and they will all work.