How do I use multiple versions of the same form?

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    Asked on September 09, 2017 at 06:12 AM

    I have created a form that I want my employees to use with our customers. However, the form is one that you complete across a period of days. Is it possible to have, for example, five incomplete forms open at the same time? Can the form be saved at different stages for different customers on the same computer?

    For example, Jane does four intakes in one day. With Customer 1 she finishes the first four pages of the intake form at 10 am. She needs to save it. I have already set up the save form option by having two forms.

    Is it possible for her to open a new intake process form on the same computer and start a new form for Customer 2 at 11 am and save that form?

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    Answered on September 09, 2017 at 09:19 AM

    Yes, that's possible. That's basically how the session method works.

    You just have to assign each customer with a unique session ID. The session ID is the key in order for them to continue to their saved form even if they are on the same computer.


    For customer 1:

    For customer 2:

    You can use any different session value e.g. email address as long as it is unique.

    If you have further questions, let us know.

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    Answered on September 09, 2017 at 12:43 PM
    Yes, if you review my form, you will see that I have a Patient ID section
    that should be unique to each customer.
    The question is, how do I retrieve the form once I start working on it. In
    other words, if I complete the first three pages of the form, how do I go
    back to that specific form to finish it in a few days?
    Every time I go back to the form, it is blank.
    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) |
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    Answered on September 09, 2017 at 05:14 PM

    The Patient ID should be asked on the first form so you can append that to the URL of the second form to create the Session URL. If you will check the Save and Continue guide, you'll see that we used the email field to create the session ID. Instead of the email, you'll use the Patient ID. 

    The session URL will be created like how my colleague gave you the example:

    For customer 1:{PatiendID1} 

    For customer 2:{PatiendID2} 

    ...etc. And this is how you or your client should go back to the form to retrieve the data and continue filling up the form. You need the session URL instead of just the form URL. 

    Let us know if you are confused with the process.