Carry data from one form to another and send it to a specific recipient

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    Highred139
    Asked on August 18, 2017 at 09:47 PM

    Here's what I am trying to accomplish....

    I need to take this form https://form.jotform.us/72297863639170 and send it to a specific email address.  The entered data and file attachments from the first form needs to be sent over to the second form.  The second form will have even more fields for the person who receives it to enter their data.  When they are finished, they will submit it back to me with all of our data combined.

     

     

    Is this possible?

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    liyam
    Answered on August 19, 2017 at 12:52 AM

    Hello,

    Yes, you can pass data from one form to another and send the data to a specific recipient.

    Sending data to a specific recipient recipient is pretty basic and part of the default settings on your form. Just edit your 2nd form's email alert settings to have it send to a specific recipient.

    However for the 1st form, you can remove the email alert settings there so it will not send an email alert. You can check this guide to know how to access the email alert settings on this guide: https://www.jotform.com/help/30-Explanation-of-Email-Notification-and-Autoresponder-Settings

    Now, with regard on how to pass information from one from to another, please check this guide to know how: https://www.jotform.com/help/351-How-to-Automatically-Pass-Form-Data-to-Another-Form 

    If you have additional questions or if you need assistance, please let us know.

  • Profile Image
    Highred139
    Answered on August 19, 2017 at 11:15 AM

    Thanks for the response!

    I realize now that I was not clear about the first part of my question...  I want to send the form to a specific recipient that is different every time.  I may send this form out 10 times a day.  So I would like to be able to identify in the form which email address it will be going to.  Not change the default alert settings.  I would not want to change the default setting every single time.  Is there a way to do this?

    I will check out the information for passing information from one form to another.  Seems quite involved and I am not sure I will have the time to do this.  Is there a service or VA's that can do this for me?

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    Mike
    Answered on August 19, 2017 at 04:03 PM

    Do you send the form link to the agents and would like to record the agent ID/email upon the form submission?

    We do not offer development services. You may consider https://www.upwork.com or any similar platform to hire a contractor familiar with JotForm.

  • Profile Image
    Highred139
    Answered on August 20, 2017 at 09:24 AM

    No.  I do not send the form link.  I will enter the initial data on the first form and I want to send that information to individual email addresses.  From there, the recipient will view the data I sent to them, enter their additional information, and send back to me.  The second from would use the default email alert settings because that will always come to me.  The first form needs to be customized for the recipient each time.

     

    I will check out upwork.com

     

    Thank you!

  • Profile Image
    Mike
    Answered on August 20, 2017 at 10:38 AM

    Thank you for provided details. The first step can be implemented with an autoresponder which will include a submission edit link. It is really easy to setup, please follow the next guide to get an idea on how to add the autoresponder with dynamic recipient address and included edit link.

    How to Let Users Update Their Form Submissions at a Later Date

    The second part might be not that easy, because we do not have a feature to populate a form with submission data of another form. The form prepopulation by URL may work.

    How to Automatically Pass Form Data to Another Form

    We also have a guide about a general workflow processing here.

    A General Approach on Building an Approval Process Workflow

  • Profile Image
    Highred139
    Answered on August 20, 2017 at 05:08 PM

    I appreciate the responses.  However, based on the responses, I don't think I am describing what I am trying to accomplish correctly.  Let me try again...

    1.)  I will complete this form (1) on my end:  https://form.jotform.us/72297863639170  Pay close attention to the last field before the "Submit" button.  This should be self explanatory.  

    2.)  When the recipient receives the form (2): https://form.jotform.us/72294927684168  it will have the data I entered on form 1, and additional fields for additional data to be entered by the recipient.  When this form is completed and the "Submit" button is clicked, the form (2) comes back to me with all data from both forms.  

     

    Thanks for you help!

  • Profile Image
    jonathan
    Answered on August 20, 2017 at 05:45 PM

    #1

    You can dynamically send the email to the Recipient Email in your form(1) using condition logic in the email.

    Check our user guide: How-to-Send-Email-Based-on-User-s-Answer

     

    #2

    You can customize the email content that will be sent to the recipient.

    In the email content, you can add URL link for form(2) that the recipient can click on to load form(2) which is pre-populated already with data from form(1).

    To pre-populate form(2) you can use the feature   How-to-Automatically-Pass-Form-Data-to-Another-Form

    Since form(2) have Notification email, once submitted, you should get the email notice and submission data as well.