Work order form - Redirect user to another form with a copy of PDF document

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    Sonja_Anderson
    Asked on October 31, 2020 at 03:52 PM

    Hello,

    I have a work order I am building. Depending on the answer (i.e. if they are a new client) there is additional information needed that should NOT go in the notification email body.

    I have used the conditional settings to make the area visible or hide it.

    My goal is to have a person answer the question 'is this a new client?' with yes, and be directed to complete a new (additional) form that gets submitted automatically WITH the original form, but not as part of the original form.

    So,

    1. fill out the work order
    2. select 'new client'
    3. a new client form opens in a new tab
    4. complete that form and automatically return to the original work order
    5. upon completion of work order, and submission, a notification email goes out
    6. in that email is the information on the work order, attached is the 'new client info' as a separate document

    Can you help? I am open to work arounds or widgets or ideas! We just don't want to muddy up the work order with ALL the additional details that go into a new client, which can be about 50 questions.

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    VincentJay
    Answered on October 31, 2020 at 06:24 PM

    Hi,

    I will try to answer your question. Please keep in mind that to better assist you, try creating a new ticket per question to avoid confusion.

    #1 #2 #3

    To my understanding, you want the user (new client) to be redirected to another form. That is possible using redirect users to a different URL based on the answer. Here's the guide that you can check and follow: https://www.jotform.com/help/317-change-thank-you-page-url-based-on-a-condition

    #4

    Unfortunately, the form needs to be submitted. Returning to the original work order, you can enable the edit submission at a later date feature. Please check this page for more information: https://www.jotform.com/help/40-how-to-let-users-update-their-form-submissions-at-a-later-date

    #5 and #9

    You can enable the PDF attachment in the email alert to send a separate PDF document. Please check this page for more information: https://www.jotform.com/help/503-how-to-include-submissions-as-pdf-attachment-in-the-email-notifications

    Related guide: https://www.jotform.com/blog/jotform-pdf-editor/