How to fill out the same form multiple times.

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    Asked on July 28, 2017 at 08:37 PM

    So I am not sure if this is possible, but here is the scenario: My tech has 5 boxes to inspect. Each with their own serial number. He fills out the form once. Then he has to ask the customer to sign before he submits. Then he has to go back, fill out the form again and only change the serial number. Get the signature again. Submit. etc etc etc.


    Is there a way to fill out multiple forms, THEN get the signature on all of them, THEN submit them all at once? Thanks so much!

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    Answered on July 29, 2017 at 04:07 AM

    Unfortunately, such scenario is not possible.

    What could be easier for your Tech is to make him a pre populate URL. I understood that the data is repeating and only serial and signature are changing?

    If that's the case maybe you could create a URL like the one below and put it in the Notifier that goes to your tech.{jobId}&description={description}&customer={customer}&billTo={billTo}&dateOf={dateOf}&email={email}&workApproval6={workApproval6}&procedureUsed={procedureUsed}&yokeSerial={yokeSerial}&demagnetized={demagnetized}&particleBatch={particleBatch}&batchStrength={batchStrength}&whiteContrast={whiteContrast}&uvwlMeter20={uvwlMeter20}

    They will receive something like this on submission (I put your form's URL in the above URL):

    When they click that link the form will open prefilled with the data, and they just have to enter the serial and check the check boxes.

    I placed the above URL in the Notifier:

    Could that work for you?

    Please let us know.

    Thank you!

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    Answered on July 29, 2017 at 10:53 AM

    Thanks for the advice Nik_C. Sadly that wont work for what I need. It's an inspection form where I may do 5-10 inspections per customer and some things may change on each one. And each inspection needs it's own paper. I really need a way to park documents (maybe a side menu with incomplete docs waiting for someone to hit "submit" and a button that says "new document" on the bottom of the form to open up a second, third, fourth etc. Here is my temporary document in the link, as you can see, each inspection may have different parameters. If this is possible to do that would be great, if not I understand it may be beyond the scope at this time.

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    Answered on July 29, 2017 at 01:31 PM

    Unfortunately, it is not possible to do that.

    We just don't have such option. But maybe a continue later option would work:

    So your techs could use a link like this one:{email}

    And they would be able to see the data saved previously in form. And data will be saved in session on our server so it will be accessible from anywhere.

    Could that work?