- cheekyfaceAsked on July 23, 2012 at 08:31 PM
I'm referencing another discussion as it's pretty similar to what I want but I thought I should be specific to avoid any misunderstanding. Referencing this discussion
What I would like to do is to have 2 forms that can draw on the same data. A quote form and a booking/confirmation form.
Using a CRM (Zoho) I would receive quotes from a jotform set up to accept requests for a quote. In the Zoho CRM quotes module I would create a quote or several quotes, depending on the customers requirements and then send them an email with their quote/s attached and a link to the booking form if they want to accept any of the quotes and submit a booking request.
Usually I would ask them to simply fill out the details again in the booking form and leave out any that they have already provided in the quote form to save them time (as time spent filling out forms is an issue we only ask for the bare minimum from someone looking for a quote then in confirming a booking we get all the details. Sometimes people are happy to provide all details in the quote form and we give them that option but genreally people are in a hurry and just want a quick quote so they provide the minimum only).
It would be ideal if the customer could go to the booking form (after reciving the quotes) and enter a reference (perhaps their name or a secret phrase) and have all their details pulled in from a previous entry on a quote form.
That way I could make all fields required, and the one's they have not provided information for will be blank & obvious, instead of having to remember what they did and didn't provide initially.
I'm familiar with the ability to generate reports but i would not how to use them to populate fields in another form this way. Just wondering if there is a way to do it that is not too difficult?
- JotForm SupportjonathanAnswered on July 25, 2012 at 06:31 AM
Did you mean to use the Reports from a from to populate fields on another form?
This feature does not exists in the current jotform version and on the form builder.
There are some existing guide though that does somewhat similar to this.
If you can also use the combination of the form's source code, and reports/data source, some programming capability can probably achieve such requirement.
Please inform us if you have further inquiry.
- cheekyfaceAnswered on July 25, 2012 at 06:44 AM
Thanks for that and yes that's what I meant. Actually anything if it makes form filling simpler for the user but I think what I want to do is going to have to be done either some kind of API relationship and probably with a service like itduzzit.com OR possibly even within ZohoCRM depending on what they have available.
I think I'm actually after more of a checkout type set up where the user has an account and then their quote is simply converted to a booking with all data coming from previous entries. The reports on jot form must hold some potential but I would have no idea how to make use of it.
- JotForm SupportjonathanAnswered on July 25, 2012 at 07:10 AM
On personal view only, and in theory, maybe this can be done also using jotforms integration with google spreadsheet.
Google spreadsheet also have forms.
What if my jotform is my request for quote form, and the google integration spreadsheet report is the booking form.
In google spreadsheet you can make forms out of the submission results from jotform.
All just in theory though.. I have not accomplished yet in actual, although I have been trying to apply it in practice just recently.
Maybe I'll update this thread when I have come up with something special =)
- cheekyfaceAnswered on July 25, 2012 at 07:42 AM
That would be good to see but I can't say whether I'd use it but that would depend on how long it takes and whether it will work for me since all my quotes go through the Zoho CRM and it may take some integrating on that end also. I'm looking at several options for creating automatic workflows and I think jotform may be a temporary solution for me. I do love jotform. From the other options I've seen out there jotform is smoother and easier to use in comparison but I need a complete booking system. The support forum for jotform is actually better than I have had with other paid versions of form builders.
If you do get somethwing working with google integration it may also work with Zoho since they are big on integrating with google.
I'll look forward to it and I'm sure there will be plenty of other jotform creators who will make use of what you come up with even if I don't.
- JotForm SupportjonathanAnswered on July 25, 2012 at 07:49 AM
Yes you are correct though... JotForm is not a full booking system -- it is a form instead. It is probably meant to complement other systems that uses web forms.
Thank you for considering our service and JotForm. Feel free to contact us anytime should you have other inquiry.