Any plans to add ability use Post Form to Form?

  • Profile Image
    iondjp
    Asked on May 31, 2017 at 11:19 AM

    I am aware that I can pass Form parameters using URL. It would be so much easier to accomplish this and manage changes if I could simply use Post to the second form.

    Is there any plans on adding this feature?

     

  • Profile Image
    Nik_C
    Answered on May 31, 2017 at 01:26 PM

    I'm not sure how exactly do you mean that option to work, you would like to have a way to post data to another form similarly like this https://www.jotform.com/help/51-How-to-Post-Submission-Data-to-Thank-You-Page but data to be used in another form? 

    Could you please clarify so we have a better understanding.

    We'll wait for your response.

    Thank you!

  • Profile Image
    iondjp
    Answered on May 31, 2017 at 02:50 PM

    I suppose what I am envisioning is similar. The only difference is I don't want to have to build a lengthy URL Parameter string.

    Here's what I imagine....

    Currently I know I can use Condition Logic to change my Thank You Page.

    That allows me to select "DO -> Redirect to URL after Submission" and enter a URL.

    This is all possible now. However, I would like to redirect to another one of my forms and have the form pull the form data from the previous form and pre-populate the second form.

    As I said, I know this is possible using URL Parameters (because I've done it) to transfer field values from Form1 to Form2, but it would be more convenient and simpler if it was done 'behind the scenes' without having to build the URL and modify it if any changes are made.

    Here's an example of why this would be useful;

    My form is filled in stages. The first stage is the Call Centre, the second is the sales agent, the third is the estimator, etc.

    When a call comes in the Call Center opens Form1. If the Call Center Indicates that the caller is inquiring about Product A, then the form will submit and store Name, Number, Date, Address, and email address as normal. Fine. Product A sales Team will see the email notice, click on the Edit link, and proceed as necessary using. All of this is standard normal fair.

    On the other hand if the Call Centre indicated the caller is interested in Product B, Form1 is submitted and saves as normal but would also then revert to Form2 with the caller Name, Number, Date, Address, and email address already filled in and a new call record would also be created in Form2 submissions.  In this case, the Product B Sales Team will see the notice email and when they click on Edit Link, they will be taken to Form2 ready to edit the customer record. (Note: I am assuming if I wanted to get even more elaborate I could also setup a Logic Condition on Form2 using the Get Referrer Widget and display a submit button for Form2 or, even better, submit automatically.)

    One more detail. In the above scenario it would be ideal if there was not a record (i.e. a submission) even created in Form1 if it is to be ultimately entered into Form2. However, that might require a more involved re-write of your existing code, so I could live with both Forms having the Name, Number, Date, Address, and email address duplicated.

     

    Hope this makes sense.

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    Kiran
    Answered on May 31, 2017 at 05:29 PM

    I understand that you are looking for the feature to send the form data to another form without building an URL to pass the data as mentioned in the guide below:

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

    Unforutnately, there is no other way to pass the form data without building the URL. This is due to the fields on each form are different and several users might be having mismatching field types on the forms. It seems that you are looking for a custom form that validates the submissions received as well to check. In order to achieve your requirement, you may download the full source code of the form and may hire a programmer from Upwork or Freelancer for any assistance to customize the form.

     

    Thanks!