Can I prefill a new jotform with existing data

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    Renee 
    Asked on February 06, 2018 at 07:45 AM

    HI there,

    We created a lengthy jotform to capture data from our clients.

    I want to now go back to those clients with a smaller jotform and ask them if any of the details that they had provided has changed.

    Can I prefill a new jotform with existing data (that has already been captured with an original jotform)?

    If not, what would your recommendation be?

    I look forward to hearing from you soon.


    Many thanks, Renee


  • Profile Image
    burak
    Answered on February 06, 2018 at 08:43 AM

    Hello, 

    Actually you can do it via our Prepopulate Tool, but unfortunately you can't power it with submission data. It means you should do it yourself for each user.

    If you are willing to do that i can suggest you that export your data into an excel sheet. Create an additional column and formulate it to generate urls. Thus you can generate different urls for different submissions by dragging the formula to below cells. Here is a screen shot that you can inspire.

     1517924334Screen Shot 2018-02-06 at 16.3

    Hope this helps.


  • Profile Image
    Renee 
    Answered on February 07, 2018 at 01:43 AM
    Hi Burak,
    I really appreciate you getting back to me. Thank you. I don’t know if that is the path I wish to take as it would mean a lot of data entry each time..
    Is there a form I can create that gets them to tick a box next to a question if something has changed? I would then like to get an alert in my CRM software Ontraport if something has. I use zapier to integrate Ontraport and jotform. Do you know if I can do this?
    Thanks for your help,
    Renee
    ...
  • Profile Image
    Ardian_L
    Answered on February 07, 2018 at 05:35 AM

    Unfortunately no. What you are trying to achieve the fastest way to do that is only as suggested by my colleague earlier.

    Let us know if you have any other question.