How can my customers save a form to return to it with previously filled in data?

  • Profile Image
    drldcarter
    Asked on September 06, 2017 at 05:17 PM

    I have followed the directions at the website below precisely three times. Each time, the form reopens, but none of the information is saved.

     

    https://www.jotform.com/help/97-How-to-Save-Forms-and-Continue-Later

  • Profile Image
    david
    Answered on September 06, 2017 at 06:48 PM

    I cloned your beginning form to test it and the URL generated does allow for successfully saving the partially complete form:

    https://form.jotform.co/72475349896879?session=david@jotform.com

    I was able to return to the form and my partially entered data was still there.

    Try disabling "Continue forms later" as it will store previously entered form data and load it from cookie data instead of from the session data:

    You will also notice an improvement in form performance once this option is disabled.

  • Profile Image
    drldcarter
    Answered on September 06, 2017 at 07:43 PM
    I'm sorry, but I changed that setting and its still a problem. Is there a
    way that I can call? I feel like there's just a tiny step I'm missing.
    Which form do I embed in my website? The "saved" form or the "main" form?
    ...
  • Profile Image
    John_Benson
    Answered on September 06, 2017 at 09:39 PM

    Unfortunately, we do not have phone support. You can ask us here in the Support Forum which we reply in a timely manner.

    Could you please provide the web page URL so we can further check it? 

    You need to embed the "saved" form (http://www.jotform.us/form/72488301596161). To embed the form to your website, please follow this guide: https://www.jotform.com/help/34-Adding-a-Form-to-a-Web-Page.

    In order for the data to be saved, you need to click the Next button of the main form. 

    Please try it and let us know how it goes. Thank you.

  • Profile Image
    drldcarter
    Answered on September 06, 2017 at 10:43 PM
    Ok I figured it out. I was hitting submit, which continued to reset the
    form. Once I stopped hitting submit, the saved data was there.
    Is there a way to save multiple forms at the same time?
    ...
  • Profile Image
    John_Benson
    Answered on September 06, 2017 at 11:56 PM

    Are you referring to different users filling out the forms at the same time? If yes, that is possible. There will be no issue as long as the user using a different device at the same time. 

    If you're referring to a different issue, please let us know. Thank you.

  • Profile Image
    drldcarter
    Answered on September 07, 2017 at 12:43 AM
    I have created a form that I want my employees to use. I have four
    employees. They need to complete the same form for multiple customers in
    the same day.
    Employee A might need to complete Form T on 2-3 clients in a day.
    Employee B might need to complete Form T on 1 client in the same day.
    They would be using different computers, but the same form. Is that
    possible? By the way, the form needs to be in "save" mode during this time.
    In other words, Employee A might start Form T with Customer 1 at 12 pm. Can
    she start Form T with Customer 2 at 3 pm in the same day? How does she save
    Form T for Customer 1 and open a new Form T for Customer 2?
    Dr. La Keita D. Carter
    Licensed Psychologist (Maryland)
    Institute for HEALing, LLC
    10451 Mill Run Circle | Suite 400
    Owings Mills, MD 21117 | (410) 864-0211 (Phone & Fax)
    ihealMD.com | InstituteforHEALing@gmail.com
    ...
  • Profile Image
    Chriistian
    Answered on September 07, 2017 at 04:28 AM

    They would be using different computers, but the same form. Is that
    possible? By the way, the form needs to be in "save" mode during this time.
    In other words, Employee A might start Form T with Customer 1 at 12 pm. Can
    she start Form T with Customer 2 at 3 pm in the same day? 

    There will be no problem using the feature if the users would be using different computers with the same form.  

     

    How does she save
    Form T for Customer 1 and open a new Form T for Customer 2?

    To save the first form for Customer 1, the form should be submitted. Then, to open a New form T for Customer 2, provide them the link to the form without the session parameter.

    Hope that helps.

    Let us know if you need further assistance.