How can I automatically generate a form submission for a new client?

  • Profile Image
    bluefiregroup
    Asked on December 11, 2017 at 07:38 PM

    We use Jotform to gather clients requirements after an order is placed - but it's a pain asking them to have to click the new form link and tell them to go through the form (6 pages) at least once so that they can generate a personalized form submission entry that they can then edit later and that we can review.

    I'd like to be able to automatically create a new form submission and then give the client that form ID (prepopulated with values like name etc) in an edit link and say "Here is your Form, Ready To Go!"

    Can this be done? If so how?

    Many thanks

  • Profile Image
    Kiran
    Answered on December 11, 2017 at 08:41 PM

    If you have the user's data in an Excel spreadsheet, you may populate the user's data on the form by using a unique field. This is made possible by using the Spreadsheet to Form widget. Please refer to the guide below that can help you with this.

    https://www.jotform.com/help/442-How-to-Use-the-Spreadsheet-to-Form-Widget

    Hope it works for you. Please get back to us if you need any further assistance. We will be happy to help.