i need to create a form whereby a client finishes a task and then its updated into another form

  • jimhewitt
    Asked on April 23, 2017 at 1:23 PM

    i need to create a form whereby a client finishes a task and then its updated into another form or report ..

    ex...I create a punch list of To Do items for the client...as they complete these items they get checked off...those completed items then  go to a Profile Report...that profile Report would show the client and our company what has been accomplished and what still needs to get done.

  • jonathan
    Replied on April 23, 2017 at 4:19 PM

    You can achieve this by populating another form with data from a form.

    Please review our user guide: 

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

    Let us know if you need further assistance.