Pre populated forms with unique links

  • Profile Image
    AdamAbdelkarim
    Asked on September 29, 2017 at 03:09 AM

    Hi

    I am a trying to make a form to allow other companies to invoice me more easily.

    For example, I want company A, B, and C to invoice me. What I would like to do is pre populate information for 3 different companies, and then attach a unique link to be sent to each company so that when each of them open it, it is pre populated specifically to their company. To make it clearer, I would like to send a link to each company, and when they open the form, their details are already pre populated and all they need to do is to make minor adjustments if needed and then submit.

    How can I do this?


    Thank you very much

  • Profile Image
    philis
    Answered on September 29, 2017 at 09:09 AM

    In fact, it is not quite possible to pre-populate separate forms via the same link. However, there is a way to make it simpler for you to send users links allowing them to access forms pre-populated in a way to correspond to their information. 

    These are the user guides you can make use of: 
    First user guide: https://www.jotform.com/help/71-Prepopulating-Fields-to-Your-JotForm-via-URL-Parameters

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

    However, you need to create 3 different forms for 3 different users if you follow the First user guide. Therefore, you're advised to refer to the second one just as I am going to do now.

    First of all, you need to create two forms. The data you enter into the first form will dynamically be transferred to the second form. Once you submit the form, you will get a URL. This URL will bring all the data in the first form when opened. This way, instead of creating and filling separate forms for each company you will create and fill only one form, but obtain different URLs containing the data of each submission. 

    Let's start. Listed are two sample forms I created to make the process easier.

    1. https://form.jotformpro.com/72712680623960

    2. https://form.jotformpro.com/72712654623961 

     

    Our purpose here is to fill the first form and have the entries transferred to the corresponding fields in the second form. Now let's open the first form and click right on the First Name field and choose Inspect. In the opened window, the data related to the chosen field will come with a colored background. There you will find the name of the field as "name=name="q3_name[first]." We will only use after the underscore "_"  which is marked with a rectangle. 

     

    Then we will do the same with the second form. 

     

    What we are going to do from now on is finding the names of each field in both forms through Inspect. Then we will add those names to the URL of the Second Form in a specific order:

    1. Second form's URL
    2. ? (Question mark)
    3. Name of the First Name field in the 2nd form (which is "name[first]" in our case)
    4. =
    5. Name of the First Name field in the 1st form (which is "name[fisrt]" too but please note that it is written with colon ":" ) wrapped in {}
    6. & (
    7. etc. 

    In the end we will obtain the following URL: 

    https://form.jotformpro.com/72712654623961?name[first]={name:first}&name[last]={name:last}&email={email}

    After you finish this process with your own forms and obtained a URL, open the Form Setting page on your 1st form and go the EMAILS. Erase the entries in the Email Content Field under the Autoresponder and paste the URL. 


    When the first form is submitted, this URL will be sent to the email address of the user via autoresponse email and will bring the entered data once clicked. 

    You may try and check it by submitting the first form: https://form.jotformpro.com/72712680623960


    All in all, you will fill the forms separately for each user and a URL containing data specific to them will be sent to their email address.

    Please let us know if it is what you are looking for and helps and don't hesitate to ask if you need further assistance.