How to link two forms data in separate location?

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    Turkeymoneyman12
    Asked on August 02, 2017 at 07:23 PM

    The idea is to have a form we send to our customers. The customer fill out the form on their device and then hit submit. Once they Submit the form we get a notification. We then arrive at the customer location and have them sign a second form (this being the invoice form) on our company device. The idea is to have both forms info together and linked. That way when we go back in records we can automatically associate Form 1 with Form 2. What is the best way to accomplish this as I would love to begin using JotForms for our business. Thank you.

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    jonathan
    Answered on August 02, 2017 at 11:43 PM

    You can achieve this using the method described on this user guide:

    How-to-Save-Forms-and-Continue-Later

    There are 2 forms involve. You can get the initial data using the 1st form and the signature (in customer location) using the 2nd form.

    The 2 forms were linked via the email link.

    Let us know if you need further assistance on this.

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    Turkeymoneyman12
    Answered on August 02, 2017 at 11:50 PM

    Hey Jonathan,

    How can I use for instance make a auto generated ticket # as the session ID in Saving Forms for Later? I saw the Unique ID Widget as an option however I am not sure how to implement this together. Please help.

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    Chriistian
    Answered on August 03, 2017 at 03:36 AM

    To make the generated ticket # as the session ID, you can use the link for example:

    https://form.jotform.us/72142045593958?session=5

    Please note that you need to select the whole URL to add the custom session URL to make it work on your form.

     

    Hope this helps.

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    Turkeymoneyman12
    Answered on August 03, 2017 at 10:05 PM

    To be honest I am having a hard time making this work for me. Can someone please make this  form 1 be the first part of the form and when it gets submitted it gets emailed to me. From my email I can continue the second portion of the form 2  and when that is submitted I can have a final email with all the Information from the first and second form. I just want to be able to organize tickets and an efficient way. I'm trying to follow the links you guys provided however I am not getting the output I desire.

     

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    Kiran
    Answered on August 04, 2017 at 12:50 AM

    I have now added a new notification to the first form with the link to the second form that includes a session using ticket ID.

    So, when the first form is submitted you'll be receiving the email with the link to the second form.

    If you want to pass the information from the first form to the second form, it is required to have the same fields on the second form and follow the instructions in the guide below:

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

    Hope this information helps! 

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    Turkeymoneyman12
    Answered on August 04, 2017 at 08:56 PM

    Thank you very much Kiran. Can someone add the ability of form 2 to have the Ticket ID related to Form 1.

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    Kiran
    Answered on August 04, 2017 at 10:34 PM

    As mentioned in my earlier post, you may pass the data from one data to another by following the guide How-to-Automatically-Pass-Form-Data-to-Another-Form.

    Since you want to pass a widget value, you can place a text box field on form 2 to pass the value. I have added the text box field on form 2 and set the field to hide. I have also changed the URL in the notification to the following URL which passes the Ticket ID to the second form.

    https://form.jotform.us/72140704584150?session={ticketId}&ticketId={ticketId}

    Please check and let us know if you need any further assistance. Thank you!