Prefill the form with clients information when client name is selected

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    Anton 
    Asked on February 03, 2021 at 04:46 AM

    Hi


    I own a trailer rental business

    Each client needs to complete a form to proof rental agreement,but i want to speed up the proses for regular clients and companies ,creating a dropbox with client name and when i select his name from list it opens his from partialy completed ,that same dropbox must contain all the new clients i regester aswell.

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    Lorenz_A
    Answered on February 03, 2021 at 06:48 AM

    To clarify,

    Do you mean to prefill a form with your client's information when a specific client name is selected? We do have something similar that might work for you, kindly check our spreadsheet to form widget. It allows you to upload a spreadsheet to your form and use the values you have on the spreadsheet to pre-populate your form.

    Here's a guide: https://www.jotform.com/help/442-how-to-use-the-spreadsheet-to-form-widget

    If you are referring to something else, kindly share with us more details so we can advise.

    We will wait for your response.

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    awctrailers
    Answered on February 15, 2021 at 01:09 AM

    Thanks

    Im not impress with the input field of the spreadsheet to form.I want that field to be a dropdown of the actual unique code list (witch im now making a client name list).

    Is there any way to do that

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    Rosa_C
    Answered on February 15, 2021 at 05:03 AM

    Hi there,

    You may create a dropdown field with clients names and use conditional logic to prepopulate other fields based on the client's name.

    Here is a demo form: https://form.jotform.com/210452207211034

    To perform it you may follow this guide(please check the "Insert text" chapter):

    https://www.jotform.com/help/268-how-to-insert-text-or-calculation-into-a-field-using-conditional-logic

    Please give it a try and let us know how it goes.

    Best regards.