How to pass field information for pre-population?

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    creliaboris
    Asked on November 22, 2017 at 02:34 PM

    Can I add to the URL of a form, as I know is available in some other platforms, so that some field values (e.g., name, email) are populated already?  I have a series of forms users need to go through, and if they do it in rapid succession, asking them for the same info over and over is a bit annoying.  

    As an extension of this theme, can I have an auto-redirect at end of a form, based on a 'yes' selection of a certain question, where the auto-direct dynamically builds this URL I'm referring to above?

    If unclear what I'm talking about, an example is zoho forms, where for a given form, the 'populated' URL would look like: 

    https://forms.zohopublic.com/...?<fieldalias1>=<fieldvalue>&<fieldalias2>=<fieldvalue>

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    Kiran
    Answered on November 22, 2017 at 03:11 PM

    I understand that you want to prepopulate the form fields from the form URL. If so, it is possible to populate the field values from the form URL. Please refer to the guide below that can help you with this.

    https://www.jotform.com/help/71-Prepopulating-Fields-to-Your-JotForm-via-URL-Parameters

    As an extension of this theme, can I have an auto-redirect at end of a form, based on a 'yes' selection of a certain question, where the auto-direct dynamically builds this URL I'm referring to above?

    If you want to redirect the form to a different page/form based on an option selected by setting up a condition on the form. Please go through the guide below for setting up a condition to change the thank you page. 

    https://www.jotform.com/help/317-Change-Thank-You-Page-URL-Based-on-a-Condition

    Thank you! 

  • Profile Image
    creliaboris
    Answered on November 22, 2017 at 03:39 PM

    thanks.  I think you've gotten part of the way there. With the above, I can create a URL (although not clickable) in my email confirm to client, which will cobble together the URL parts which are static (main URL, and field names), mixed with field-inserted values from the form submission (for example, the first name of the person submitting, as a form-field value).  But with the redirected thank you page, how can I take a dynamic value (which user just entered), rather than a hard-coded value that I create in setup?  In other words, I can send them to a page, and pre-populate the fields that are not customer-specific (for example, I could populate an "I've already done the first form" type of checkbox, bc I know the redirect is coming from the first form), but how in the typed URL can I say "in the place of the URL where you expect the value for this field, take the value that the customer entered on this form, from which I'm redirecting"?  I don't think I can do that, but please advise if I'm missing something.  

    Again, thanks for at least getting me part of the way there (sending of email, with the URL as a copy/pasteable text string).  

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    jonathan
    Answered on November 22, 2017 at 04:03 PM

    If I understand correctly you wanted to pass the field data from one form to another form field data. This is doable also. 

    Check the user guide: How to Automatically Pass Form Data to Another Form

    Let  us know if this will not work for you.

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    creliaboris
    Answered on November 22, 2017 at 06:52 PM

    Definitely feel we're getting closer (at least from description on support page).  Thanks.  Here is what I'm not getting:

    1) not the most important thing, but the third dropdown in what's shown as the 'insert link' dialogue (halfway down the page...in case helpful, it's the image that follows the "In the insert/edit link window, paste the prepopulated URL here:" text in the page).  This shows that you have a dropdown to select target, but when I'm doing it in my form, it only shows URL and text to display.  Again, doable, but if there's functionality I'm missing in how the URL can work, would love to know.

     

    2) I'm trying to understand the usefulness of the 'field details' 'indexes', as I'm not having success doing the URL the way it's showing.  To lay out, I want the three fields Company name, person name, and emails, to transfer over. Here are the details I'm using (I'm being detailed in case any of what I've selected matters, and in case it helps recreate on your end):

    In Form A (the 'sending' form), my fields are unique-named

    - companyName, which is a short entry text

    - yourName, which is the built-in 'name' object.  The indexes associated with the field are:  #prefix_10, #first_10, #middle_10, #last_10, #suffix_10

    - email, which is the email object, with 'confirmation text box' option enabled.  The indexes associated with the field are: #input_9, #input_9_confirm

     

    In Form B (the 'destination' form), my related fields are unique-named

    - companyName, short entry text

    - yourName, again the built-in 'name' object, with indexes: #first_1, #last_1

    - typeA, which is one of the widgets, that does a loop email verification (you enter email, widget sends a code to your inbox, you enter the code and can proceed with the form).  [The need for a different type email here is that not all users get to this form from the redirect.  The ones who do, we will have sent them an email.  The ones who enter directly, we want to verify their email before they can proceed...hopefully this does not cause a problem in pre-populating]

    With that, here's the version of the link I'm using (just to try to get anything to work):

     

    https://form.jotform.com/#######?yourName[first_1]={name:first_10}&youName[last_1]={name:last_1}&companyName={companyName}&typeA={email}

    The company and email come across..name doesn't.   Any ideas?

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    Mike
    Answered on November 22, 2017 at 09:13 PM

    1) The target can be selected if you add a link to the email. If you auto-redirect user to the next form using the 'Redirect to external link' thank you page option, the target cannot be selected in that case.

    2) Please try the following format for the full name field.

    yourName[first]={name:first}&yourName[last]={name:last}

    Thank you.

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    creliaboris
    Answered on November 22, 2017 at 09:22 PM

    ended up all working.  Thanks.  Have a different issue I submitted, but this one solved for now.  Thank.s