Save partially completed form and send to customer to continue filling out the form

  • Profile Image
    Janineg
    Asked on August 26, 2019 at 09:58 PM
    Hi team,
    I have another question regarding payments.
    Our form is divided in two parts - the first section is for the customer to
    complete, the second is for our technician to complete.
    We need to get the customer to insert payment details before the technician
    proceeds to the installation.
    The only way I can see to sign the customer to direct debit through
    GoCardless is when the customer clicks "submit".
    If I place the submit button in the payment section, the form is deemed
    complete and we cannot carry on inserting details.
    We have multiple technicians and an admin team.
    So ideally, the form needs to be able to achieve the following:
    1. Someone in the office is able to start filling out customer details
    and save the partially completed form
    2. The customer is then able to continue filling out the same form
    3. The customer needs to insert payment details and then we need to
    continue completing the form
    4. A technician can also pick up the same form and complete it
    Can you please help?
    Thanks in advance
    Janine
  • Profile Image
    EltonCris
    Answered on August 26, 2019 at 10:26 PM

    You can use the session parameter to save partial data on the form then you can send the form URL with the session parameter for the user's to continue. 

    Note: You must disable the "Continue Forms Later" option in your form if you are going to use the session parameter to avoid confusions. FYI, the Continue Forms Later only saves the data in the local browser storage so meaning you need to use the same device and browser to retrieve the saved data. The session parameter, on the other hand, is saved on the server, so the user could access the saved data by visiting the form URL with the session parameter's value.

    Example: https://www.jotform.co/form/92118493913865?session=customer1@mail.com

    The session value could be your customer's email since it must be unique.

    Note: With the session parameter, you must click the Next/Back button to save the data in case you're going to partially fill the customer's form before sending it to them.

    After the user filled the form URL with session parameter, they must submit the form in order to capture their payment so you're right, you need to add a submit button at the end of their section.

    And then if you want someone e.g. your technician to fill out something to the same form, simply provide them the edit URL of the form. Don't worry, editing the submission will not cast the payment again. Guide: How to Let Users Update Their Form Submissions at a Later Date or you could construct the edit URL manually using the following format.

    https://www.jotform.com/edit/submissionID

    Where submissionID is the actual submission ID of the user's submission.

    If you have any questions, please let us know.