How can I add individual identifiers on my form submissions?

  • Profile Image
    CEOGlobal
    Asked on September 11, 2017 at 04:02 PM

    Hello,  In a set of related forms I need to create a simple Individual Identifier for a submission from Form A.  Then I need to supply that identifier (possibly via the Thank You page, or Email autoresponder) to the user when the user later completes forms B, C, D.

    What do you suggest to make this possible?  My purpose is to be able to create reports that reliably gather information from Forms A, B, C, and D and then organize that information based on that identifier.

    Thanks for your advice.

    Andy

  • Profile Image
    Jim_R
    Answered on September 11, 2017 at 05:16 PM

    Hey Andy, do these Individual Identifiers need to be unique per submission? I'm thinking the Unique ID Widget should fit your requirement.

    Complete guide: How-to-Add-Custom-Unique-IDs-to-your-Form-Submissions

    You can customize the prefix so it's easier to distinguish where the submission originated from.

    e.g.

    formA-001

    formA-002

    formA-003

    ...

    formB-001

    formB-002

    formB-003

    ...and so on

    The guide I linked above should provide you more info about setting up the Unique ID Widget.

  • Profile Image
    CEOGlobal
    Answered on September 11, 2017 at 05:28 PM

    I am not entirely certain how the unique id widget functions, it does not appear to meet my need.  

    I need:

    formA-001 (for instance) to be carried by the user to 

    formB wherein the formA-001 id would be entered by the user or possibly generated by other automated means I may not know about.  

    I have a series of 5 forms that the formA-001 identifier must be entered into.  

     

    I hope that is more clearly presented.

    Thanks,

    Andy

  • Profile Image
    Jim_R
    Answered on September 11, 2017 at 06:03 PM

    The Unique ID Widget will serve your purposes if you need the identifiers to be unique. But, if they are static (e.g. it's always formA), then you won't need this widget.

    A hidden, read-only Textbox Field with a Default Value of say, formA, should suffice.

    Then, the important bit is to pass this value to another Textbox Field on other forms (to forms B, C, D) using URL parameters.

    Complete guide: How-to-Automatically-Pass-Form-Data-to-Another-Form

    The guide above shows step by step instruction on how to utilize these with either your Autoresponder or Thank You Page.

    To show how this works, here are 2 example forms:

    Form A - https://www.jotform.com/72536730680963

    Form B - https://www.jotform.com/72537099380969

    Prepopulated URL - https://www.jotform.com/72537099380969?readonlyTextbox={readonlyTextbox}

    When you submit Form A, it will automatically pass the value of the Textbox (which is, formA) to the Textbox on Form B. This should still apply the same way, even if you're using the Unique ID Widget.