How can I create an order form?

  • Profile Image
    Asked on July 12, 2017 at 10:06 AM

    Before I subscribe, I have been looking at creating an order form (Work order form) that will have the following:

    1. Unique serial number (ie. WO12345)

    2. Fields where I can enter the quantity, unit of measure, item number and the description of the item (description will show up once the item number is entered... this could probably be linked to a database of items with item number and description).

    3. An option to add another line if there are additional items to be added to the work on the same the same form (probably a conditional form)

    4. Can I secure a page or form like entering a password first before opening the form (formsite has this option. not sure about jotform).

    I would like to ask if I could create a table of customers wherein all forms could refer to this table instead of entering all customer numbers and names on a dropdown list. Same goes with a table of items/products (item number and description.

    I have noticed too that when a form is submitted, on the email it has a link to change or modify the same form/response. Is it possible to disable the option editing a submitted form?

    Your response will really help me decide if I should subscribe or not. I have compared jotform with other services that offer forms but I am leaning towards jotform.



  • Profile Image
    Answered on July 12, 2017 at 01:21 PM

    1. This is possible. You can use Unique ID widget. Guide:

    2. You will have to create these fields in your form using text box, number or dropdown fields. Whichever you prefer.

    Just in case this would help, our payment integration also allows you to create your products where you can define quantity options, prices and etc.

    Regarding on fetching values from the database, we do not have such feature but there's a similar one which you can use. It's called, Spreadsheet to Form Widget. You can use it to prepopulate the fields from the spreadsheet.

    Example: If the entered number or value matches the spreadsheet record, it would populate a field.

    3. You can achieve this through conditions if you are using regular fields. 

    Alternatively, you can use these dynamic widgets. This allows your users to add as many fields as they want by clicking the Add button.

    For multiple form fields, use Config List. 

    For dynamic textbox, use this.

    Keep in mind that not all widget values can be used on conditions. Each widget has their own limits.

    4. Unfortunately, we do not have this feature. We suggest you embed the form on a private page in your website where you can protect it with a password.

    With regards to the customer's table, I'm afraid we do not have this feature. However, you can always try the suggested workaround using the Spreadsheet to Form Widget.

    You can always remove the edit URL in your email notifications or autoresponder messages so your users will not be able to edit their data.

    Please be aware that should there be any issues raised or if you have follow-up questions, we might move them into separate threads to avoid confusions.

    Thank you!

  • Profile Image
    Answered on July 12, 2017 at 05:27 PM

    Thank you for the immediate reply.

    However, the Spreadsheet-to-Form widget doesn't seem to be user friendly. I have uploaded a spreadsheet but then there is no instruction how to insert text fields that will be auto completed. How do we complete this widget?