Method to automatically generate an initial form submission for a client

  • Profile Image
    bluefiregroup
    Asked on March 15, 2018 at 08:48 PM

    Hi - at the end of my order process, we ask a client to use a JotForm to set out their "requirements" for our services. We use the form as a worksheet really - they can go in and edit the form as often as needed until happy that it reflects their requirements.

    However, the problem is that currently, to do this, the submission has to be created initially - so they have to click the form link and go through all 7 pages to create the form submission, which we can all then see and reference.

    Id like to be able to skip that step and create the a blank form submission (just for them) straight away and just give the client their personal EDIT link.

    Is there anyway to automatically create a jotform submission for a client project - I could preload with name, email etc - but I want to have the form submission actually created so I can just give them their own EDIT link.

    This would be VERY helpful

    Many thanks!

  • Profile Image
    bluefiregroup
    Answered on March 15, 2018 at 11:58 PM

    It seems I asked this just 3 months ago!

    Clearly a pressing issue for me - I presume that there is no better method.

    https://www.jotform.com/answers/1320335-How-can-I-automatically-generate-a-form-submission-for-a-new-client#1

  • Profile Image
    Nik_C
    Answered on March 16, 2018 at 07:05 AM

    I'm afraid that there is no better way.

    You could use https://www.jotform.com/help/442-How-to-Use-the-Spreadsheet-to-Form-Widget provided by my colleague in that other thread, where you could use the pre-created Sheet and data from there to prepopulate the form. But, this will still mean that you will have to submit that form since you cannot create edit submission link without submission ID which is created only when the form is submitted.

    So in that case, since you need a prefilled form, the better way to go would be to just fill the form or you will end with filling the Excel and then prefilling the form from Excel with that same data.

    If you have any further questions, please let us know.

    Thank you!