Best way to reduce user entry when repeating forms daily?

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    jayhobbs21
    Asked on December 06, 2017 at 06:03 PM

    I have a form (actually a training, using a form) that users will fill out daily.  Often this will be the exact same form (= repeat training on the same subject difficulty level).  Occasionally, it will be on a new form (= repeat training on a different subject difficulty level).

    Since the form will take about 20-30 minutes to complete, I will be using the Save-and-Continue-Later function. I disabled the Autofill Save an Continue, b/c I don't want the previous day's answers to refill the entire training form.

    I understand they will need to fill out their email and name on the "First Form" of the Save-and-Continue-Later function (since that function requires it):  https://www.jotform.com/help/97-How-to-Save-Forms-and-Continue-Later   

    Question:  

     1) Will they will need to fill out their email AGAIN for me to be able to send a response email to them when they have finished the "Main Form" or for me to know the email of the person who filled out the "Main Form?"

     2) Is there a way for their email on the "First" and "Second" forms to fill without their having to type it every time they fill out the form (2x daily x 30 days of training)...without it Autofilling their entire form?  Typically, when I fill out a form a second time (other than JotForm) the browser gives me autofill suggestions, but it is not doing that.

    Thank you.

  • Profile Image
    Marvih
    Answered on December 06, 2017 at 08:13 PM

    Will they will need to fill out their email AGAIN for me to be able to send a response email to them when they have finished the "Main Form" or for me to know the email of the person who filled out the "Main Form?"

    Yes, since the notification from the "Main Form" will only be sent if they hit the submit button, and if the Email field is empty you will not be able to know who sent it and give a reply.

     Is there a way for their email on the "First" and "Second" forms to fill without their having to type it every time they fill out the form (2x daily x 30 days of training)...without it Autofilling their entire form?  Typically, when I fill out a form a second time (other than JotForm) the browser gives me autofill suggestions, but it is not doing that.

    Yes it is possible, that is by pre-populating the field which is also on the guide https://www.jotform.com/help/97-How-to-Save-Forms-and-Continue-Later, last part.

    If you would like to pass the name and email field from the FIRST FORM to the MAIN FORM, that is easy as well. Follow the guide on Prepopulating Fields to your JotForm via URL Parameters to learn more on how to setup the URL parameters.

    In our example, to pass the name and email we would add &name={name}&email={email} at the end of the URL:

    https://www.jotform.com/XXXXXXXXXXXX?session={email}&name={name}&email={email}


    As you can see, we still need to include the session parameter and only appended the name and email parameters

    Let us know if I have misunderstood your questions or needs further help.

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    jayhobbs21
    Answered on December 06, 2017 at 10:21 PM

    That was a good explanation.  I would like one bit of clarification:

    Is there a way to pre-populate the FIRST form email field? Perhaps you just explained that...but I wanted to be able to do  it without manually changing the url with each person I send it to.

    I  previously did this in FluidSurveys, but, of course, it was only possible when when I sent the form as an INVITATION to their email. 

    The way I would like to have it set up is to send an Autoresponder email formatted as as an invitation with the form link in the email.  It would send at a designated time-frame after the first email is completed.

    If something close to that is not  available, I would like to add it as a feature request.   Here  is an example of how it has been done before:

    1512616876okay to delete.png

  • Profile Image
    jayhobbs21
    Answered on December 06, 2017 at 11:15 PM

    Also, now that I have set it up and tested it, it is not working as I expected.

    Here is Form 1:  https://form.jotform.com/73396532084158

    Here is the link to the Main Form:   Your most recent ADT session link

    After I completed both forms, and used the Autoresponder link to go back to the Main Form, the selections I had made were no longer selected, although I thought that was the point.

    What am I missing?

  • Profile Image
    Marvih
    Answered on December 07, 2017 at 02:50 AM

    I will create a new thread for your other query above to avoid confusion. 

    We will give our response on this link https://www.jotform.com/answers/1316689

    Let me do some checking first, I will get back to you in a moment.

  • Profile Image
    Marvih
    Answered on December 07, 2017 at 03:10 AM

     You must add a page break on your MAIN FORM, the function of the page break is to save the session after you click the Next/Back button.

    I cloned your form and added a page break in the Main Form and it worked.

    https://form.jotform.com/73401038000942 - First

    https://form.jotform.com/73401340900947 - Main Form