Adding Cancel Appointment Option to Forms from The Edit Link

  • Profile Image
    rhvocalstudio
    Asked on January 31, 2021 at 11:53 PM

    Hi there,

    I am a Zumba instructor creating a form to register for an outdoor Zumba class. I want to provide a way for participants to edit or cancel their submission. I know how to add an edit link to the auto email, but I'd also like to add a cancel submission link so that I don't have to do it myself. Currently, I've added the edit link to the auto email and a third appointment "time" that says Cancel so that they give up their spot for someone else. But, this doesn't delete the submission. Plus, it's confusing.

    One last question: No matter how the submission is cancelled, will the Weekly Appointment Planner times reset so their spot becomes available?

    Thanks for your help!

  • Profile Image
    hestia
    Answered on February 01, 2021 at 05:03 AM

    Hi,

    Thank you very much for reaching us. To avoid data loss for our Jotform account owners, unfortunately, submissions cannot be canceled by form users.

    But you can add a Dropdown field to your form and add a "Cancel Appointment" choice and use the "Get Form Page URL" widget to show this dropdown only when a submission edited for an easier canceling procedure. I have cloned your form to show you the steps. For your information, nothing has been changed on your original form.

    Please see the steps and the screencasts below:

    USING GET PAGE URL WIDGET & DROPDOWN FIELD FOR CANCELLATION OPTION

    • The edit link carries edit value on it. So add the "Get Form Page URL" widget to your form by using the "Add Form Element/WIDGETS" tab and searching for the widget. Then by clicking the gear icon next to it open Widget Properties, select the "ADVANCED" tab, enable the "Hide" option. Because there is no need for the widget to be seen on your form when edited.
    • Add a Dropdown field by using the "Add Form Element/BASIC" tab to ask your form users if they want to cancel their appointment. Click the gear icon next to the field to open Dropdown Properties, click the "OPTIONS" tab, and write down the options on the Options box.

    screencast%202021-02-01%2011-21-59.gif

    SETTING CONDITION FOR SHOWING CANCEL DROPDOWN FIEL ONLY ON EDITING SUBMISSION PAGE

    • Then, click the "SETTINGS" tab from the top of the page.
    • Select "CONDITIONS" from the menu on the left.
    • Click the "SHOW/HIDE FIELD" option from the list.
    • Then select from dropdowns the following options: IF "Get Page URL", STATE "Contains", TARGET "Value", VALUE "edit" - DO "Show", FIELD "Do you want to cancel?"
    • Then click the green "SAVE" button from the bottom of the page.

    1612168597_6017bd95952fa_

    CANCELING SUBMISSION

    • After the above steps, I have made an example submission. And clicked the edit link from the mail I got.
    • And when I am submitting the form for the first time, the canceling dropdown field has not been shown and when I am editing I can see the dropdown and select "Yes" for cancellation. When I edited the submission, of course, the appointment availability was still shown 14 since I should delete it manually as the form owner.

    edit.gif

    DELETING SUBMISSION PERMANENTLY TO MAKE AVAILABLE THE APPOINTMENT AGAIN

    • Then from the Tables page, I have reviewed the submission, as you can see in the screencast you can see "Yes" is chosen in the "Do you want to cancel?" box.
    • I have selected the submission from the checkbox next to it, and from the "More" button on the top of the table selected the "Move to Trash" option. This will not make the selected appointment available. You should delete the submission forever to make the appointment available again.
    • Click the three-dot icon on the Table tab, select "Trashed Entries", select the submission on the opening screen and click "Delete Forever" button. Then when you check the form you will see the appointment availability raised to 15 again. Please see the screencast below:

    delete.gif

    If you need further assistance, please let us know.

    Thanks for using JotForm.