After client submits order form, can a personal dashboard/report be created with client's personal submissions?

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    MaryKerr
    Asked on January 27, 2018 at 02:22 PM

    Hello,



    After client submits order form (and surveys), can a personal dashboard/report be created with client's personal submissions?



    I've seen the option to create reports, but it appears that users would be able to view all submissions? This report would need to be unique to each person completing form.



    -I'm looking for a simple solution that would enable clients to keep track of order history, survey responses, etc.


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    Jan
    Answered on January 27, 2018 at 07:51 PM

    You can actually create multiple Thank You pages that will appear based on the condition.

    In the Thank You page, there is an option to edit the source code. You can then insert an iFrame code of the report here. Here's a guide: Change-Thank-You-Page-URL-Based-on-a-Condition.

    151709990101-28-v8hhd.png

    You can create different kinds of Report here in JotForm. For more information, please check this user guide: How-to-Create-Form-Reports-in-JotForm.

    You may also add a PDF report link in the Thank You page or in the email alerts. Here's a screen capture:

    1517100310typage.gif

    If you want to customize the layout of the PDF report, you can refer to this guide: How-to-Customize-PDF-Submissions-Report.

    Also, please take note that there is an option to attach the PDF report in the autoresponder email. You will see this option in the "Advanced" tab of the autoresponder settings.


    Hope that helps. If you need further assistance, let us know. Thank you.

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    MaryKerr
    Answered on January 27, 2018 at 08:45 PM

    So the PDF Submissions report will show all orders placed by the client (continuously update)? For example, if I submit orders three times this week, I will see the list of the three orders in the PDF File?

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    Nik_C
    Answered on January 28, 2018 at 03:50 AM

    If you go to your Submissions and download your PDFs there:

    1517129289Screen Shot 2018-01-28 at 9.47

    Then yes, all PDFs will be downloaded (all submissions).

    Let us know if you have any further questions.

    Thank you!

  • Profile Image
    MaryKerr
    Answered on January 28, 2018 at 08:46 AM

    Thank you both for your responses..

    It doesn't appear that I am able to do what I'm wanting. On my end I see how to generate the PDF and separate by person, etc., and then attach the PDF, but I was wanting to do something that was automatic.

    I was looking to create a way that clients could access their order history. The auto responder sends them an email, but I wanted them to be able to access this info. at any time by clicking a link of some sort. For example, John Smith is able to click a link (from website) that would show all of his orders for the past month.

    Is the system capable of that? 

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    EltonCris
    Answered on January 28, 2018 at 10:36 AM

    I'm afraid we do not have that feature and its way beyond JotForm's capability.

    What you are trying to achieve might require personal database so you may consider passing the form data to your own database automatically then use the collected data to fill your custom dashboard.

    If you have any other questions, let us know.

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    MaryKerr
    Answered on January 28, 2018 at 02:31 PM

    Ok,

    Thank you!