Is it possible to maintain integrations across multiple clones of a form or save a form with integrations as a template?

  • kchaney1969
    Asked on May 13, 2019 at 3:06 PM

    Hello, 

    We are working on implementing a process using an Airtable Jotform integration, and have been able to get it to exactly what we need.

    However, we need to send out different forms with prefilled information unique to each recipient on a case-by-case basis, while maintaining the integration with Airtable to collect the data into one Airtable database. Is there a way to do this, to avoid having to create a clone and then redo the integrations with each clone to be sent out to each recipient?

  • Kevin Support Team Lead
    Replied on May 13, 2019 at 5:29 PM

    Unfortunately, it's not possible to do that, when you create a clone of a form it will not retain the integrations. 

    However, for your purpose, I think this feature would not work either, as you described your purpose you only need one form where you will pre-fill the information, this can be done with the following app: https://apps.jotform.com/app/field_prepopulator 

    You can pre-fill a form and generate a custom link which can be shared. This will use one single form so all the data collected will also be sent to the integrated apps. 

    I hope this helps. 

  • kchaney1969
    Replied on May 15, 2019 at 8:27 AM

    Excellent,

    the Prepopulator function does precisely what we were looking for. The only minor issue has been with the confirmation emails. When using the prepopulator, it removes headings from each response that is sent out in the confirmation email.

    This is what we want to happen, and what happens without Prepopulator:

    1557923107course headings present Screenshot 10

    This is what the confirmation emails look like with Prepopulator:

    1557923194course headings absent Screenshot 21

    Is there any way we can remedy this? Thank you for any assistance in advance, and for your excellent assistance in recommending this solution.

  • David JotForm Support Manager
    Replied on May 15, 2019 at 11:03 AM

    Thanks for bringing this up to our attention. We will address this issue you have found in a separate forum thread: https://www.jotform.com/answers/1824209