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How to use the complete form design as the Form Email Notification Template?Asked by cshull on August 06, 2013 at 11:34 AM
Hi there - We are a physician practice and need a complete copy of the forms our patients complete online. We need to see the whole form (not just the parts they filled out) to put it in our patients' charts. This is very important. Is there any way to do this?
Yes, that is possible. But that will require a time since you need to code the whole form in Text/HTML Format. Unfortunately, we do not have a template function for email notification/auto responder. We only have the default design which shows the Question and Answers from the form.
Again, you can always customize the Email Notification Template but that will require time. Do you really need the whole form design?
You can actually include the Headers/Texts from your forms fields into your form notifications settings. You have to modify the message area and use the Formatting Tools in the editor such as Add Columns/Rows, Split Columns/Rows:
Doing this should make your notification looks like the whole form.
Let us know if you need any further assistance.
Thank you so much for your quick and complete reply. I see how to use the template, but there are no form fields for the text fields in my form. How can I get all the text information onto my email notification and into the completed form in my Inbox ?
If you were referring to the text fields such as the AUTHORIZATION texts, it is correct that the Free Text(HTML) field in the form is not available/included in the notification e-mail template.
What you can do instead, is to copy this text from the form and paste/insert it manually into the notification e-mail template.
This way, these text information will be visible and included in the email message.
Hope this help. Please inform us if you need further assistance.
Will changing the email template also change the form as it appears in the Inbox? I now realize that having the information emailed is not HIPAA compliant, so I will need to log in to JotForm to get the completed forms. I will need all that text to show in the Inbox.
No, that shouldn't change anything to the form. You will only see the text (agreement) when you receive the submissions to your email.
In the form Submissions Page, you can Show the Texts/Headers by following the steps:
2. Find and Click "Settings" in gear icon (first arrow from the below screenshot)
3. Find and Check "Show Headers and Texts" box (second arrow from the below screenshot)
Note: You should get the submission as PDF. Getting the submissions as Excel or CSV won't include the Texts from your form.
Another option is to just include the PDF Download link to your Email Notification settings. So that instead of the whole questions and answers, you'll get the submission as PDF File.
In your Form Notification Settings, find and click "PDF Link" to include it to the message body. See screenshot:
I hope this helps.
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