Is there a way to have one form's submissions populate another form entirely?

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    Asked on April 07, 2011 at 09:08 AM

    I want to have the data from a maintenance request form actually populate areas of another form. For example, a manager submits a request for maintenance and the receiving technician opens another form that takes the information from the first request and populates the new tech form that also has fields for completion and disposition of the request. I am doing it manually now and I hope there is a way to seemlessly integrate that idea. if it makes sense.


    That form has information for both but I want just the fields that are required to be on the front office form and then all the fields on the back office form for my techs.

    Also it would be great if there was a report that populated this data with a link to the new form as they are generated that I would place on my site.


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    I am hooked.



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    Answered on April 07, 2011 at 11:18 AM


    This can be made possible by inserting an Edit link in your form's notification email. Watch this short screencast for instructions on how to add an Edit link in your email alert.

    Inserting Edit Link

    For every submissions made to your form, a notification email would then be sent to your technicians, containing an Edit Link - it can be used by technicians to edit and add additional details to the submission made by managers.

    Also, you may want to hide the fields that are filled up by the technicians using conditions. Check this clone of you form which I customized. The password for the box below the submit button is "password"

    Cloned Form

    In the above cloned form, I added a password box below the submit button, and used conditions to show the other fields so that the technicians can fill out the extra fields using the edit link sent to their email addresses.

    With regards to your last issue, you may watch this screencast to learn how to generate reports for submissions made to your forms.

    Creating Reports

    You have many options for reports, but HTML table, RSS and Grid listing are the ones that are easy to embed in webpages.

    Hope you find this post helpful. Let us know if you have further questions.