How to repeat form on monthly basis?

We are a printing company that uses a jotform that was built for an internal estimate form. We have work that repeats on a monthly basis. We also have a jotform table. How do I keep the existing form for let's say May, edit and save as a new file for June, keeping both as unique standalone files. Currently, when we edit and save the changes are overwritten and previous version no longer exists.

Hi Carl,

Thanks for reaching out to Jotform Support. I am sorry you are having an issue with this, rest assured we are here to help. When you save you want to edit and save, do you mean you want to change the fields on the form? When you remove the fields on the form it will remove the data associated with the field in the submission tables. Additionally, when changes are made to the form it will auto-save the current version overriding the older version.

As a work around what you can do is clone the form in your account for each month. For each month you can clone the form from the previous month and make any changes that way. The clone will be an exact copy of the previous form. Let me show you how to clone the form in your account.

1. On my form page, select the form you want to clone.
2. Click on More toward the right of the screen.
3. Select Clone in the dropdown, this will open the new form in Form Builder.

Give it a try and let us know how it goes.

Hi Carl,

Yes, you can duplicate or clone an old form. But this will create a different URL.

Let me show you how to do it.

1. Go to your MY FORMS page, then choose the form that you want to copy.
2. Click on More Menu, then click Clone.
3. You will be redirected to a new page or Form Builder page with the cloned form.
   
   
   
   Try it and let me know how it goes.

I don't have access to jotform proper, I only input information into the form that's provided to me and project managers.

Here is a link to the form that's been created for us.

https://form.jotform.com/233375325234150

We fill this form, save and submit it to our estimator.

As I mentioned, we have repeat business that can vary slightly from month to month, and as it stands now, once we resave an existing form, the previous no longer exists. Is there a workaround that would enable us to do a "save as" to create a new distinct document.

Then there's a whole other hubspot integration thing that I'd like to discuss, but let's see where we can get with this.

Thanks!

Hi Carl,

Thanks for getting back to us. I am sorry you are having an issue with this. I believe you are referring to using the Save and Continue feature. Please note, that when you save the form and access the form again it will ask you to Discard it and Start Over or Continue with the Draft. This will be the case when you access the form from the same device or the same email address. If you Discard and Start over it will discard the previous data and save the new one. To prevent this you will need to access the form from a different browser, device, or incognito mode.

To save a new draft you will need to access a fresh form which will create new saved data.

Reach out to us if you need any more help.

Please look at the link I sent you.

https://form.jotform.com/233375325234150

All I have is submit. Nothing else. Do you understand what I am trying what to accomplish?

It's nothing more than saving an existing document as a new document, and keeping both, the newer one with revised data from the previous.

Can this be done without a convoluted workaround or using different devices or modes  -- yes or no?

Every program on this planet designed in the last 50 has a "save as" function. If you tell me Jotform can't, I'm going to laugh.

Thank you,

Carl Glendening

Hi Carl,

Thanks for the response. Unfortunately, it's not possible to save an existing form as a newer one while keeping both versions. Our form only collects data and will be managed by the form owner. As a workaround, you can download the attached PDF of your submission through your email and edit the form again. You will then receive another PDF with the updated content. Let me show you how:

• Open the email that you used to submit the form and download the PDF containing your data.
• Next, edit your submission again and resubmit.
• You will receive another PDF attachment of your updated data and download it again as a new one.

If you want to access the form link containing your previous inputs at a later date, then you must contact the form owner so they can include the form edit link in your email.

You can also check out this guide on How to Add a Custom Edit Link to Email Alerts.

Give it a try and let us know if you need any help.

Interesting. Thanks. However, somebody botched our integration and we have not been receiving the original emails for more than a month. The original source emails are not arriving where they are supposed to, but that's not your problem. What we do now is download them ourselves as we create them. And, if we did want to edit them, we can't use them because we can't locate them. If we print the "view form" it turns a 2-3 page doc into one that's 7 or 8 that the estimator has to decipher. On top of that, every time we edit a form while it's still open, it creates another hubspot deal that we have to delete. Realistically, I don't see jotform as viable for our workflow, but I'm retiring soon and everybody else can be stuck with it. People rewrite quotes entirely or print old ones and write over them. It's really a step back in my opinion.

Personally, I think we should convert our quote form to excel, and save them to our own cloud drive. It would cost us nothing.

Thanks for letting me know. Might not be the answer I hoped for, but it's what you gave me.

we submit our forms online, no email involved. they are supposed to send but apparently the form integration precludes the email, as another coworker has an earlier form that still sends his file.

the devil is in the details.