Populating information on 1 form by multiple people

  • Profile Image
    EPAS
    Asked on January 10, 2020 at 05:44 PM

    Hi 

    We have a form to capture all the required information we need from the client.  The information is taken over 2 meetings.  An initial quick fact find and then a longer meeting that drills down to glean in depth information.  Is there a way for us to do this using 1 form?

    Currently I have created 2 separate forms with the questions being asked in the first form being duplicated in the 2nd form.  What we'd really like is to be able to have 1 form and have the info from the first meeting drop into the relevant areas on that form so that when we conduct the 2nd meeting we can access the form, double check their answers from the first meeting while filling in the missing info.  I have included links to both forms below.

    Thanks for your help.

    Lynne :)

  • Profile Image
    gerardw
    Answered on January 10, 2020 at 09:42 PM

    You can use the Save and Continue later feature from your Form Settings. This allows you to save your submission and complete it at any time later.

    15787101901101_11.png

    Once you enable this, you'll see a Save button on your form:

    15787103201101_12.png

    You can click this link to save your submission which will send you a shareable link to complete the submission at a later date on your email.

    For this purpose, you will not need two forms.