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RhinebeckAnimalHospitalAsked on October 22, 2020 at 3:43 PM
Hello! We have a form for pets' reservations that pet owners must fill out before each reservation in case there are changes in pet care or contact information. However, for those pet owners who frequently board their pets at our clinic, having to fill in a lot of the same information over and over again can become tedious or frustrating (a few have given some direct feedback about it). I'm looking for ways for these clients to be able to auto-fill some of the more constant/consistent data such as their names, pets' names, phone numbers, etc. I read a little bit about coding the URL in such a way, but I don't know if that is exactly what we're looking for. I was wondering if there were any other solutions you could offer?
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Welvin Support Team LeadReplied on October 22, 2020 at 10:25 PM
How about the edit submission method? That way, they don't need to submit the form again and again, and just update their previous submission.
https://www.jotform.com/help/40-How-to-Let-Users-Update-Their-Form-Submissions-at-a-Later-Date
Otherwise, our Spreadsheet to Form widget might be able to do the trick for you.
https://www.jotform.com/help/442-How-to-Use-the-Spreadsheet-to-Form-Widget
However, the widget only supports few fields, so kindly check that out first.
So, the method would be to download the existing submissions in the form as Excel, and add the widget in the form, upload the download excel as the source. Now, use the Email field (maybe) as the Unique Code to fetch their data and populate to the form fields.
Let us know if you need help with this.
Thanks
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RhinebeckAnimalHospitalReplied on October 23, 2020 at 9:28 AMThank you for your help!
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RhinebeckAnimalHospitalReplied on October 23, 2020 at 10:09 AM
I have a follow-up question related to the Edit submission method. I noticed that upon completion of an edited form it looks like the submission is overwritten in the Submission list. That is, I can't see the old submission, so the only record of the previous submission we have would be an attachment to the first submission email. I enabled for a new email to send on each edit, but in the event the old email is deleted, we wouldn't have any way of retrieving the old submission if needed. Is there a way to preserve the older submissions in the Submission list on JotForm's dashboard?
Thank you!
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Kenneth JotForm SupportReplied on October 23, 2020 at 3:07 PM
Hi there,
You are correct in saying that the submission data is overwritten as the Edit Submission works as an UPDATE function, there can only be one submission unless you would like to follow this workflow: https://www.jotform.com/help/432-a-general-approach-on-building-an-approval-process-workflow
Let us know if you have any further questions.
Best.