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  • Profile Image

    Save & Continue Later Snafus

    Asked by calema on December 26, 2012 at 06:23 AM

    Hello--

     

    I have followed the guidelines for how to save forms to continue later (http://www.jotform.com/help/97-How-to-Save-Forms-to-Continue-Later).

     

    Running into two bugs:

     

    1) I go to the "first form." I enter a new email address (never previously used), and a new name (never previously used). Submit and click on the link... and it takes me to a form that is partially filled out (under a different email address).

     

    2) I create a separate new entry (different email) on the first form. When I receive the notice in my inbox, I click on the link. It takes me to a blank form. However, when I go back to the first form and enter the same email address it takes me to the partially completed form, as it should. Why the discrepancy? The URL's are the same either way.

     

    Thanks.

    Page URL:
    http://jotformpro.com/form/23601284779965

    save & continue continue later
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    JotForm Support

    Answered by liyam on December 26, 2012 at 07:39 AM

    Hello Calema.  Upon checking your 1st form, it does not seem to show the proper value for session.  This is what I got on the thank you message after making a submission:

    http://form.jotformpro.com/form/23595072299969?session=

    So what you should do is change on your 1st form the {therapistEmail} on the thank you message to {clientEmail} so for it to initiate the proper session name on the 2nd form.

    I'm not sure if I'm able to explain it clearly, so if you have further questions, please do let us know.

    Thanks.

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    Answered by calema on December 26, 2012 at 11:34 AM

    Thank you for your quick response. I tried this. 

    However, I just went to the first form and entered a brand new email address (never used) and it returned a partially completed form from before.

    Not sure what else might be going on...

    Thanks.

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    Answered by jeanettebmz on December 26, 2012 at 12:23 PM

    Like Lyam explained to , you wouldn need to replace the current link on thank You

    http://form.jotformpro.com/form/23595072299969?session= {therapistEmail}

    by this one:

    http://form.jotformpro.com/form/23595072299969?session={clientEmail}

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    Answered by calema on December 26, 2012 at 01:49 PM

    But I did! I don't know how to attach a screenshot here. But I did just that. I see on the Thank You Page Wizard and on the Email Alerts under AutoResponder1 {clientEmail}.

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    JotForm Support

    Answered by Mike_T on December 26, 2012 at 02:11 PM

    Here is a slight problem with the Link URL value on your Thank You Page. You have changed the description text, but the actual link value is still wrong.

    Please check it, and let us know if you need any further assistance.

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    Answered by calema on December 26, 2012 at 03:57 PM

    Thank you very much. I see now. That seems to be working.

     

    So, to clarify: I can only create one form per each email address? If I were to re-use this email address at a later date--even with a different name--it would re-open the first form?

     

    I ask, because my internal staff uses this form over and over. They will need to come up with a different email address each time. Wasn't sure if there was a workaround.

     

    Thanks.

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    JotForm Support

    Answered by Mike_T on December 26, 2012 at 04:35 PM

    You are quite welcome.

    So, to clarify: I can only create one form per each email address? If I were to re-use this email address at a later date--even with a different name--it would re-open the first form?

    No, Emails are not connected to the forms.

    I ask, because my internal staff uses this form over and over. They will need to come up with a different email address each time. Wasn't sure if there was a workaround.

    As far as I understand, it should not be a problem.

    Each form submission (1st form) will generate an unique session URL, and that session URL will be related to particular form (2nd form).

    http://form.jotformpro.com/form/23595072299969?session=client1@example.com

    http://form.jotformpro.com/form/23595072299969?session=client2@example.com

    http://form.jotformpro.com/form/23595072299969?session=client3@example.com

    etc.

    That session will have no influence on other forms and their sessions.

  • Profile Image

    Answered by calema on December 26, 2012 at 06:45 PM

    Something isn't quite adding up.

    I just went to 1st form, created a new name and entered an email address (one I had used before). 

    The link, however, took me to a form that is partially filled. 

    This should have been a new, clean form since it's a new form submission. 

    What am I missing?

    Thanks.

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    Answered by jeanettebmz on December 26, 2012 at 08:00 PM

    That is comprehensible, since you had used that email address before,  the variable {clientEmail} is taking you to the previously filled form

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    Answered by calema on December 26, 2012 at 08:01 PM

    But Mike's previous response says, "Emails are not connected to the forms." I'm confused.

     

    Are you saying as long as I use an email address I have never used previously the system will work, but if I use one that I used previously it won't work again? 

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    Answered by jeanettebmz on December 26, 2012 at 08:09 PM

    Mike told you that on response to what you said here "So, to clarify: I can only create one form per each email address? If I were to re-use this email address at a later date--even with a different name--it would re-open the first form?"

    It seems you are confused on this point, you don't need to create one form per email address , what you need to do instead of that is simply add this link, JUST like it looks below

    http://form.jotformpro.com/form/23595072299969?session={clientEmail}

    rather than


    http://form.jotformpro.com/form/23595072299969?session=jeanettebmz@test.com

    Why?  because  {clientEmail}  is the field variable , which represents the field where people will enter a real email address. So that variable will catch whatever they input , and they will be directed to the form the just filled out because it will be linked to that email address

    This way , you don't need to do anything else, just set EXACTLY this link   up (http://form.jotformpro.com/form/23595072299969?session={clientEmail}  ) into a thank message or autoresponder

     


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    Answered by jeanettebmz on December 26, 2012 at 08:13 PM

    Are you saying as long as I use an email address I have never used previously the system will work, but if I use one that I used previously it won't work again?

    Actually that is not true, edit link will work just ONCE, so as long as they fill the second form and SUBMIT it , there is not reason to fear this will fail next time they use the same email address

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    Answered by calema on December 26, 2012 at 08:26 PM

    Don't hate me. I need to add that link (clientEmail) where? 

    I already entered this in the link as you advised earlier in the thread. Are you saying I need to enter this each time? Where? 

    Give me the dummy version of what to do. 

    Thanks agian.

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    Answered by calema on December 26, 2012 at 08:32 PM

    Here is what I'm hoping happens:

     

    My staff member meets with a client. She enters her own email and the client's name on that first form. Then she proceeds to the second form. She saves it and then returns by clicking the link from the email sent to her (or maybe there's a better way).

    Then she meets with a second client. She enters her own email again and this different client's name. She proceeds with saving and completing the form similar to last time. 

    Etc.

    What do I need to do from this point for this to happen? Thanks again. 

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    Answered by jeanettebmz on December 26, 2012 at 08:46 PM

    This is a one time process, you need to add the link either on a custom thank you message

    Then, like Mike showed on the screen,  it seems you already had a link set up into a Thank you page

     

    So, in order to make this easier, delete that entire link and just copy and paste into the Thank You message of the FIRST form and/or the autoresponder,  this exact link

    http://form.jotformpro.com/form/23595072299969?session={clientEmail}

     

    And that would be it

    Cheers!

    =)

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    Answered by jeanettebmz on December 26, 2012 at 08:49 PM

    Just to clarify copy the link ENTIRELY (highlight it from left to right) , not only  {clientEmail}  


    http://form.jotformpro.com/form/23595072299969?session={clientEmail}

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    Answered by jeanettebmz on December 26, 2012 at 08:52 PM

    When I said this is a one timne process, I was answering to this question "Are you saying I need to enter this each time? Where? "

    Of course the form(s) can be filled hundred of times with each client's emails

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    Answered by calema on December 26, 2012 at 09:03 PM
    But it's already there exactly like that in both. This is why I'm confused.
    It's not working.
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    Answered by jeanettebmz on December 26, 2012 at 09:07 PM

    Would you mind if I modify the forms for you?

    Just need you to confirm to me that 

    First form  is:

    http://jotformpro.com/form/23601284779965

     

    Second (MAIN )  form is:

    http://form.jotformpro.com/form/23595072299969

     

    Cheers!

  • Profile Image

    Answered by calema on December 27, 2012 at 05:18 AM

    I would love nothing more!! :-)

     

    You are correct about the links and the respective forms.

     

    Thank you!

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    Answered by calema on December 27, 2012 at 06:08 PM

    Did you do this? Thanks again.

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    Answered by jeanettebmz on December 27, 2012 at 06:29 PM

    Hi again

    I am sorry for not coming to you ealier

    Like you see on this link, you'll notice the changes are being saved for my own session

    I just adjusted your forms so you should be all set

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    Answered by calema on December 27, 2012 at 06:49 PM

    Unfortunately, not working:

     

    - I just went to the first form. I entered a brand new email address, never before used. I then worked on and saved that file. I was able to return to it no problem.

     

    Then I closed everything and opened the first form again. I entered the same email address (and made the client name different so I could recognize it).

     

    Then it redirected to the second form--where it was already pre-filled with the info from before.

     

    This is, unfortunately, the same problem I've been having all along. 

     

    Help!

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    Answered by jeanettebmz on December 27, 2012 at 07:00 PM

    It seems there is an appreciation problem:

    You don't need to go to the first form anymore, and fill the form out over and over. People just have to access from the link they recieved either on the thank you message or the autoresponder , and that be would it

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    Answered by calema on December 27, 2012 at 07:43 PM

    I think you're misunderstanding. :-)  The hope is that with the same email address, an individual can create a second form and save and continue that without it bringing up the form they had previously filled. 

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    Answered by jeanettebmz on December 27, 2012 at 07:48 PM

    Correct, and it would work that way,  after they submit the MAIN form

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    Answered by calema on December 27, 2012 at 07:54 PM

    OH. I don't believe anyone has ever said that before. They need to submit (not just save) the main form. Then the next time that email address was used in the first form it would start fresh.

    This doesn't exactly work, because what we have is one staff member filling out forms for individuals, and she will have multiple partially completed forms she needs to save at any given time. Shoot. I guess the best approach will be for her to go to the first form and enter their email address, then she doesn't need the link from their thank you. 

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    Answered by jeanettebmz on December 27, 2012 at 07:56 PM

    Correct!  She will need to enter individuals' email addresses.  You can add a dropdown menu or similar to stablish this was handled by her

    Cheers!

  • Profile Image

    Answered by calema on December 27, 2012 at 07:59 PM

    Cheers to you. Thanks for your persistence.

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    Answered by calema on December 27, 2012 at 08:04 PM

    Also--can't I just eliminate the field for Client Name, since we won't be accessing this via the link (since it will be going to the client's email which we don't have direct access to), but rather by returning to the first form each time?

    Also--can this actually be set up to SAVE under the individual emails but not send the link to those emails. The idea was to use the internal staff members email each time. Now that we will have to use the invidual's email, we don't want the form link going to them. The form contains some confidential info we cannot let them have access to.

    Thanks.

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    Answered by jeanettebmz on December 27, 2012 at 10:56 PM

    -Yes, you can do that, simply enter into your form and click on client's name field and delete it

    - You can add a second email field and  set up the autoresponder to send it to such email, it might be {2ndemailfield} rather than  {clientEmail} field

    Let me know if you need me to apply the changes for you

     

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    Answered by calema on December 27, 2012 at 10:58 PM

    Bless you. Yes, please. 

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    Answered by jeanettebmz on December 27, 2012 at 11:05 PM

    Would you like to have your clients to recieve an autoresponder (without the link) , and if so, which message would you like to show on the email body?

    Please paste it here and I'll proceed with that

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    Answered by jeanettebmz on December 27, 2012 at 11:12 PM

    Ok, for now I have removed the Thank You page with the link and had set our default Thank You page

    I also have set the autoresponder to email to the Internal Email with the link

    http://www.jotform.com/form/23601284779965

    If you need something else, you'll have to wait for me until tomorrow 

    Cheers!

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    Answered by calema on December 27, 2012 at 11:16 PM

    I believe this is absolutely perfect. There is no need for any email to go to the client email. Thank you again.

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    Answered by AdminHAPPY on January 01, 2013 at 08:59 PM

    If we edit the form eg. add new things will it effect the email/autoresponder links we've set up???

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    JotForm Support

    Answered by idarktech on January 01, 2013 at 10:25 PM

    @AdminHAPPY

    Please open a new thread for your questions. That seems to be unrelated to this topic. Thanks for you cooperation.

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    Answered by calema on January 05, 2013 at 06:23 PM

    Hi! With the help of Liyam and Wayne I was able to customize my form a bit more. The result is that the form had to be hosted at a different URL. 

    I'm terrified to break wthat Jeanette so kindly set up. Would it be possible for you to help me adjust the form so that the first page points correctly to the second page? 

    The second page is at: www.familyworkscounseling.com/UV.html

    Thanks so much.

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    Answered by calema on January 05, 2013 at 07:18 PM

    Let me super duper simplify what I need. I think it's easy:

    We have a first page where we enter the client's email address for reference. We eliminate all other fields on the page (internal email, client's name, etc.)--unless you believe any or all of those fields are required to re-access the form after it has been saved.

    In other words, if we can set up the first page to re-direct to the partially completed and saved form upon re-entering the client's email address this would be ideal. There would be no need for notifications or thank you emails of any sort. We would simply visit the first page link each time, enter the correct client's email and get redirected to that form in progress. 

    Once a form has been submitted, that same email address would then re-direct to a blank form. Until the form has been submitted, it would continue to re-direct to the partially completed form. 

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    JotForm Support

    Answered by idarktech on January 05, 2013 at 07:35 PM

    Hi,

    The process is the same, you just need to change the 2nd form URL to this:

    http://www.familyworkscounseling.com/UV.html

    Append the session parameter, so it will become like this:

    http://www.familyworkscounseling.com/UV.html?session={clientEmail}

    That should work the same. Thanks!

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    Answered by calema on January 05, 2013 at 07:57 PM

    Sorry, I have no idea what a session parameter is or where exactly to change the 2nd form URL, etc. In addition, the form is currently set up to send thank you emails and notifications, etc. 

    I'm just trying to get to this point: 

     

    If we can set up the first page to re-direct to the partially completed and saved form upon re-entering the client's email address this would be ideal. There would be no need for notifications or thank you emails of any sort. We would simply visit the first page link each time, enter the correct client's email and get redirected to that form in progress. 

     

    Thank you!

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    JotForm Support

    Answered by idarktech on January 05, 2013 at 09:13 PM

    Hi,

    I have closed your thread here (grand total) since the issue is related to this post. We will deal this questions here from now on.

    ---

    There would be no need for notifications or thank you emails of any sort.

    This is possible by Enabling Post Data on your form. After that, you need to create the a php that auto-redirect your first form to the 2nd form/page (php code is provided below). Just open a notepad, copy and paste the following code then save it as php file (with .php extension e.g. redirect.php)

     

    <?php

        $answer = $_POST;

        $url = "http://www.familyworkscounseling.com/UV.html?session=".$answer[clientemail];

        header("location:$url");

    ?>

    After that, upload the php file to your host or to your website (the one that's instructed by my colleague's on the other thread). Then, get or copy the php file url from where you've uploaded it. e.g. http://www.yourwebsite.com/folder/redirect.php

    Next, is to paste that URL into your first form's thank you Custom URL. Check this visual guide.

     

    Check your first form afterwards. After clicking on submit button, you'll be automatically redirected to the 2nd form with ?session parameter and client email value prepopulated on the url.

    I have cloned your first form and created an example, check this: http://www.jotformpro.com/form/30048456904959?

    Let us know if you have further questions. Thanks!

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    Answered by calema on January 06, 2013 at 12:39 AM

    This works...except for one big problem. No matter what email address I enter now in the first form it forwards me to the same partially filled form. 

    I need this to direct to different forms associated with each email entered on the first page. 

    Thanks!

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    JotForm Support

    Answered by liyam on January 06, 2013 at 01:35 AM

    Hello calema.  I noticed that you failed to enable the Send Post Data function on your "To save and finish later" form.  I have just enabled it for you.  This should now work to start a session for new emails and continue for existing emails on your 2nd form.

    If you have further questions or concerns, please do let us know.

    Thanks.

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    Answered by calema on January 06, 2013 at 11:40 AM

    Yes! That's wonderful. Thank you Liyam!

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    JotForm Support

    Answered by Welvin on April 04, 2013 at 05:32 AM

    Hi,
    Thanks