Pre-fill a form for someone else to complete

  • hfforms
    Asked on September 19, 2019 at 4:06 PM

    I have been playing around with the card form using the Save Form and Complete Later option. That does not seem to be what I need it to do. I want to allow someone with access to the form, plug in a set number of fields, (Name, Position, Supervisor's Name), then generate a link so that they can send that form to the supervisor to complete the remainder of the form. It is an employee performance survey form. So in theory, we plug in the employee's name and other info, then send it to the customer for them to evaluate, but they need to start at the beginning of the form. When they are complete, they submit and it sends to us. How to do that?

  • John_Benson
    Replied on September 19, 2019 at 6:01 PM

    You can use the Field Prepopulator App in order to pre-fill the fields via the URL. Here's the link: https://prepopulate.jotform.io/.

    If you want to do it manually, here's a guide: Prepopulating-Fields-to-Your-JotForm-via-URL-Parameters.

    Let us know if you need further assistance.

  • hfforms
    Replied on September 19, 2019 at 6:08 PM

    Well, not quite what I need.  People who would have to pre-fill and send the form cannot get into the account to do what they need.  I am looking for a way to create a form, have person A fill in some of the info, send it to person b to complete and submit it.

  • Mike_G JotForm Support
    Replied on September 19, 2019 at 7:15 PM

    I believe what you are looking for to create is something similar to an approval form.

    I would suggest that you check the information on how you can do the workflow of an approval form in this guide — A-General-Approach-on-Building-an-Approval-Process-Workflow

    Please check it out and give it a try. If you have any further questions, please do not hesitate to let us know.

  • hfforms
    Replied on September 19, 2019 at 7:47 PM

    Well now, that is wonderfully creative.  Thank you.  I think that might actually be better than what I was looking for.  Thanks again.