Automactically pre-populate and create a subsequent form

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    sommerville88
    Asked on January 11, 2018 at 03:57 PM

    I have an ADOPTION APPLICATION form (form1). When someone fills out this form, i send an email notification to our adoption coordinator. The email contains two links, the first link is used to create a second form (ADOPTION APPLICATION REFERENCE CHECK (form2)) with pre-populated fields. Then the second link is then sent to our ref check crew who does the actual work and fills out the reference check form.

    I'd like to bypass the first step of creating form2 from clicking on the link in the notification email. I'd like form2 to be created automatically when form1 is submitted.

    How do I do this?

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    Kevin_G
    Answered on January 11, 2018 at 04:56 PM

    I'm not sure if I understood your requirement, but as far as I can see you only need the second form just to show the data to the other person, if I'm correct, then you do not need the other form and you may just include the edit link so the user just reviews the submitted info. 

    The edit link can be included from the "Form Fields" drop down while editing the email template: 

    umxuh.png

    You may also provide us more details about what you would like to achieve. 

    Looking forward to your response. 

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    sommerville88
    Answered on January 17, 2018 at 01:09 PM


    Ok, I wasn't clear. Let's try again.

    I have form1. Form1 will ask for the applicant's name and the info of a reference contact. When form1 is submitted, I wish to pre-populate form2 with the name and contact from form1. Form2 will also contain additional fields like "is the applicant a good person?".

    Form1 & form2 serve completely different purposes and is filled by completely different types of people. I wish to automatically generate form2 (with info from form1) when form1 is submitted.

    How do I do this?

    Thanks.

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    BJoanna
    Answered on January 17, 2018 at 01:34 PM

    You can pass the data from the first form to the second form. Inside of this guide, you can find how to do it:

    How to Automatically Pass Form Data to Another Form

    Considering that the different users will be filling the form, you will have to provide the pre-populated link of the second form to the user that will fill the form via an email. You can send the pre-populated link via the Email Notification. 

    In the guide I provided above, you can see how this can be done. 

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    sommerville88
    Answered on January 28, 2018 at 01:18 PM

    I currently use the method above. In this method, the second person must click on the repopulated link in the email notification to generate the 2nd form. What i would like to do is have the 2nd form AUTOMATICALLY generated when the 1st form is submitted.

    This is because the email notification may go out to several people. If more than one click on the repopulated link, your system behaves badly. I wish to have the 2nd form automatically generated then all i need to do is sent the link with the sessionid to the form via email notification to my several users.

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    Marvih
    Answered on January 28, 2018 at 03:06 PM

    You can use Redirect to External Link on your Thank You page.

    And add the pre-populated URL Link so that after submission the user will be automatically forwarded to your second form with SessionID and Pre-populated data

    I have made you a sample.

    Form 1= https://form.jotform.com/80275628044962. Start on this form first.

    Form 2= https://form.jotform.com/80275487744972

    I setup the Redirect Link in the Thank You page like this
    https://form.jotform.com/80275487744972?session={email}&name[first]={name:first}&name[last]={name:last}&email={email}&comments={someComments} 

    I also added setup an Autoresponder with the session ID/URL only. 

    Hope I was able to help, please let us know if you need further assistance. 

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    sommerville88
    Answered on January 29, 2018 at 02:30 PM

    Yep. Thank you for the example. I got to this point too. Maybe i'm asking for too much.

    Person1 who fills out form1 needs go to a normal Thank You page after submission. They should not see form2, however, the submission should trigger creation of from2 with pre-populated fields.

    Person 2, should get a autoresponder email with with a link to the already created form2 sessionid/url .

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    Kevin_G
    Answered on January 29, 2018 at 03:43 PM

    I currently use the method above. In this method, the second person must click on the repopulated link in the email notification to generate the 2nd form. What i would like to do is have the 2nd form AUTOMATICALLY generated when the 1st form is submitted.

    Unfortunately, I think it will not be possible to achieve what you want, it's possible to include the link in an auto-responder email, as already explained above, so your users click on the link to the second form with the prepopulated link, but it's not possible to create a second form/pass data to another form using a different method.