Is the option to save and continue later be available after embedding the form?

  • Donnelly_Tax_Law
    Asked on October 29, 2020 at 1:59 PM
    If we embed the form onto our website, can the client still have the option to 'Save and Finish Later'?
  • Ariel JotForm Support
    Replied on October 29, 2020 at 3:11 PM

    Hello,

    That's a yes. Although, your form fillers would have to continue filling out on the form's original page, rather than on the embedded one, since the generated session link points to the form's URL.

    Should you have any further inquiries, we will be more than happy to help.

  • Donnelly_Tax_Law
    Replied on October 30, 2020 at 11:47 AM

    Thank you for getting back to all our questions.

    I did test this out by embedding the form onto our website. But when I clicked on 'Save and Finish Later' at the bottom, it didn't do anything. Submitting the questionnaire works though.

    So can you confirm if it can really be an option to save and continue later when the form is public (requiring no log in or account creation with JotForm) and is embedded on our website?

    Thanks.

  • Ariel JotForm Support
    Replied on October 30, 2020 at 1:26 PM

    Hi there,

    I've tested the "Save and Continue" feature on an embedded form, on one of our test sites, and it works as expected.

    1604078135gifx49 Screenshot 10

    Your form fillers have the option to skip account creation, and get the session URL via email, or copied directly to their clipboard.

    16040785922020 10 31 01 21 05 Screenshot 21

    Regarding the feature not working on your website, can you share the URL of the page where your form is embedded, so we could take a look?

    We'll be waiting for your reply.


  • Amalia
    Replied on October 30, 2020 at 1:32 PM

    Thanks for getting back to us so quickly.

    Here is where the form is embedded: https://donnellytaxlaw.com/tax-prep-questionnaire/

    I just tried it again now and now it seems to work and has that pop-up come up. I did notice that the pop-up is way up on the screen - you have to scroll up a lot to get to it because of how long the form is. Is there any way to tell it to be at the bottom instead? Our clients may not see it.

    And can you still check to make sure it works for you?

    Thanks!

  • Kenneth JotForm Support
    Replied on October 30, 2020 at 5:28 PM

    Hi there,

    I would suggest reducing the height of the form so it appears in full view and would fit the screen so when the pop up shows, it is exactly centered.

    Please embed the form via iFrame method: https://www.jotform.com/help/148-getting-the-form-iframe-code

    <iframe

       id="JotFormIFrame-202135234315038"

       title="Tax Prep Questionnaire"

       onDISABLEDload="window.parent.scrollTo(0,0)"

       allowtransparency="true"

       allowfullscreen="true"

       allow="geolocation; microphone; camera"

          src="https://form.jotform.com/Donnelly_Tax_Law/tax-prep-questionnaire"

       frameborder="0"

       style="

       min-width: 100%;

       height:539px;

       border:none;"

       scrolling="no"

      >

      </iframe>

    Try it out and let us know how it goes.

    Best.

  • Donnelly_Tax_Law
    Replied on November 10, 2020 at 3:13 PM

    Hi. I tried adjusting the height to 350px but it still is making no difference.

    It seems there are other variables too that would need to be adjusted. I've tried setting scrolling to yes and allow fullscreen to false in the iframe coding but it still makes no difference.

    Can you get me the proper iFrame code for this to work?

    Thanks.

  • Mike
    Replied on November 10, 2020 at 5:41 PM

    We will address this issue via the next support ticket:

    https://www.jotform.com/answers/2692901

    Thank you.