How to parse information from one form into another.

  • Profile Image
    WayneHoyle
    Asked on June 09, 2020 at 03:15 PM

    HI,

    I have 2x forms. both are booking forms for two different holiday properties.

    (property 1)

    https://form.jotform.com/193612437627361

    and

    (property 2)

    https://form.jotform.com/193612907849369

     

    We use these bookings (above forms) to manually populate our invoice form

    (invoice)

    https://form.jotform.com/193623751409360

    Could I ask for help on "how to do this please"?

  • Profile Image
    BDAVID
    Answered on June 09, 2020 at 08:08 PM

    Hi, thank you for contacting us. If you want to pass data from those two booking forms to your invoice form, please check the following guide: https://www.jotform.com/help/351-How-to-Automatically-Pass-Form-Data-to-Another-Form

    Let us know if you need more help on this.

  • Profile Image
    WayneHoyle
    Answered on June 10, 2020 at 03:00 AM

    OK - so I have read the article which in effect, produces a link to add to the notification email - which is great... but... not all of the fields work - only the email address.

    https://eu.jotform.com/build/193623751409360?nameOf{first_3}={customerDetails:first_12]&nameOf{last_3}={customerDetails:last_12]&email={email]&pleaseSelect37{input_37}={input_15]&totalNumber{input_41}={input_57]&agreedHoliday={input_12]&checkIn{day_9, month_9, year_9, lite_mode_9}={checkIn36]&checkOut={#day_10, #month_10, #year_10, #lite_mode_10}={checkOut]&specialOccasion42{input_42}={specialOccasion]


     however; I think I know what the problem is and will persevere today. the first example below:-

    nameOf     - surely this must be in the {} brackets as it is a variable and the field name.

    attached is the Field Details screenshot of this particular data which I need to pass to my invoice. on the invoice the field is  customerDetails    #first_12, #last_12

    1591772442nameOf-field-jotform.JPG


  • Profile Image
    WayneHoyle
    Answered on June 10, 2020 at 03:57 AM

    I thought I knew where I was going wrong... but alas - only the checkout field returns a variable

    https://eu.jotform.com/build/193623751409360?nameOf[#first_3]={customerDetails:#first_12}&nameOf[#last_3]={customerDetails:#last_12}&email={customerEmail}&propertyBooked[#input_37]={propertyBooked:#input_15}&totalNumber={noOF}&agreedHoliday={holidayCost23}&checkIn[#day_9, #month_9, #year_9]={checkIn36}&checkOut=[#day_10, #month_10, #year_10]={checkOut}&specialOccasion42={specialOccasion}


  • Profile Image
    WayneHoyle
    Answered on June 10, 2020 at 04:12 AM

    Let me explain the process.

    A customer will fill in the booking form (cloned form here)

    https://form.jotform.com/201606082653349

    The form gets submitted.

    I get the email and manually take the information from the booking form and manually populate an invoice.

    https://form.jotform.com/193623751409360

     

    I don't want the customer to see the back-end invoice.

    the URL in the email notification would be excellent, as this only goes to me.

    if i could click the url and have the fields in the invoice prepopulated - that would be good.

    however; my booking form field names are different to my invoice field names / i.d.s.

    Also there are fields which have gaps in them - which would need to be populated with %20

    this is my last URL attempt. (i will try breaking this down and seeing what causes it to fail as nameOf.

    https://eu.jotform.com/build/193623751409360?nameOf[#first_3]={customerDetails:#first_12}&nameOf[#last_3]={customerDetails:#last_12}&email={customerEmail}&propertyBooked={propertyBooked}&totalNumber={noOF}&agreedHoliday={holidayCost23}&checkIn[#day_9, #month_9, #year_9]={checkIn36}&checkOut=[#day_10, #month_10, #year_10]={checkOut}&specialOccasion42={specialOccasion}


    Thank you for your support so far.

  • Profile Image
    WayneHoyle
    Answered on June 10, 2020 at 05:02 AM

    ok - i'm getting closer now it appears to have sunk in.

    invoicevariable={bookingFormVariable}

    but.. still not able to pass the details and the variables have gone blank.

    i am stripping the URL down to see what works and what doesn't.

    URL is:-

    https://form.jotform.com/193623751409360?customerDetails[first_12]={nameOf:first_3}&customerDetails[last_12]={nameOf:last_3}&=customerEmail={email}&propertyBooked={propertyBooked}&totalNumber={noOF}

    which parses

     https://form.jotform.com/193623751409360?customerDetails[first_12]=&customerDetails[last_12]=&=customerEmail=waynemhoyle@gmail.com&propertyBooked=Lakeside Lodge - 8 Berth&totalNumber=0

    question - on the Field IDs for names - do I need to include the # ?

    also - how can I replace spaces with %20 so the URL / Link isnt broken?


    Thank you.. 

  • Profile Image
    WayneHoyle
    Answered on June 10, 2020 at 05:31 AM

    ok - i'm sorted... but.... I need to know how to pass %20 in my special occasion variable please

  • Profile Image
    WayneHoyle
    Answered on June 10, 2020 at 06:10 AM

    OK - this is my URL:-

    https://form.jotform.com/193623751409360?customerDetails[first]={nameOf:first}&customerDetails[last]={nameOf:last}&customerEmail={email}&holidayCost23={agreedHoliday}&depositAgreed={agreedBond}&checkIn36={checkIn}&checkOut={checkOut}&noOf57={totalNumber}&noOf={noOF}&propertyBooked=Pet%20Friendly%20Retreat


    Please note - for each booking form - I have hard coded the propertyBooked variable as this contains spaces.

    In addition

    I want to be able to use my specialOccasion variable - but this will contain spaces as it is free text.

    also- if i have a customer who has a space in their first name - such as "Mary Ann" i will be unable to pass this in a URL because the link will be broken.

    Could you asist with the broken links and the requirement of %20 ?

    Thank you.

  • Profile Image
    roneet
    Answered on June 10, 2020 at 09:27 AM

    Please allow me some time to check the forms.

    Thanks.

  • Profile Image
    roneet
    Answered on June 10, 2020 at 09:44 AM

    It will pass the data irrespective of the spaces present.

    1591796628888888888.gif

    May we know specifically which field from the form 1 could not be passed to form 2 fields.

    For example:

    To pass the Special Occasion data please append this after the URL:

    specialOccasion={specialOccasion42}

    Looking forward to your response.

    Thanks.


  • Profile Image
    WayneHoyle
    Answered on June 10, 2020 at 10:10 AM

    excellent - many thanks!