Is it possible to show all forms filled by a client based on their name?

  • sdayspa
    Asked on June 22, 2020 at 1:54 PM

    Hello,


    I would like to know if there is a feature to search for a name to bring up all the forms they have filled out?

    Also we created a skincare form for our clients, when we go to upload it as a PDF it doens't show all the questions on the form only part. Is there something I'm missing. We need to upload a PDF version into our spa software.

    When viewing the PDF version, I can see all the questions but when I select download it only shows very minimal of the form.

    You can reach me at 517-990-9088 to walk me through it if possible.


    Best,

    Erin

  • Basil JotForm Support
    Replied on June 22, 2020 at 3:33 PM

    Hi,

    Unfortunately, we are currently providing through our support system here only.

    I would like to know if there is a feature to search for a name to bring up all the forms they have filled out?

    Could you explain how you would like to use the mentioned feature, is it fill data in the form/show to a client once he fills the form? 

    Also, we created a skincare form for our clients, when we go to upload it as a PDF it doesn't show all the questions on the form only part. Is there something I'm missing. We need to upload a PDF version into our spa software.

    Could you provide the pdf that you are trying to upload?

    Looking forward to your reply.

  • sdayspa
    Replied on June 23, 2020 at 7:28 AM
    We have created numerous client intake forms for services we provide that clients fill out depending on what service they get. Some clients may have 5 different forms. Is there an option to type in the clients name and all the forms they filled out come up?
    Best,
    Skin Deep Day Spa
    1216 Wildwood Ave Suite C
    Jackson, MI 49202
    517-990-9088
     www.skindeepspajackson.com
    ...
  • Richie JotForm Support
    Replied on June 23, 2020 at 8:44 AM

    You may search for the submission of a specific form but it is not possible to search for all the forms submission.

    https://www.jotform.com/help/269-How-to-View-Form-Submissions

    If you have further questions, let us know.