Any custom calculation options?

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    Tom Johnson 
    Asked on February 15, 2021 at 09:14 AM

    Do you have custom calculations option for using smart forms to PDF?


    Eg if someone enters a value, we can calculate our fee's off that and embed in the PDF.


    Possible?


    Thanks, Tom

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    Jovanne_A
    Answered on February 15, 2021 at 09:45 AM

    Hi Tom, thank you for contacting Jotform support.

    Yes, you can add custom Calculation to the form. There are two ways to add calculations to the form. Please refer to the guides below:

    1. Calculation Using a Widget
      Guide: https://www.jotform.com/help/259-how-to-perform-form-calculation-using-a-widget

    2. Calculation Using Conditional Logic
      Guide: https://www.jotform.com/help/268-how-to-insert-text-or-calculation-into-a-field-using-conditional-logic

    Please check and let us know if you need further assistance. We are always happy to help.

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    Richie_P
    Answered on February 17, 2021 at 05:32 AM

    1) Multi step forms that show some kind of progress bar or page number/name so customers can see their progress. Is it possible to do this rather than just "next" as I've already added more pages etc?

    You may add a progress bar in your form. https://www.jotform.com/widgets/progress-bar

    2)Add data collected to saved forms as users go? How do I ensure that data captured before a use hits "submit" is stored?

    You may enable the save and continue feature in your form. This will let your form respondents save their form progress.

    Guide:https://www.jotform.com/help/227-how-to-enable-autofill-on-forms

    3) In addition to question 2, is it possible to kind of blend the functionality/purpose of the smart form into a leadgen data capture form, and then transition to a smart form?? eg capture name, email, ask a qualifying question or two, use conditional logic to progress them to next stage or exit them as "unsuitable"... but still retain the data from that first step?

    Can you please explain further your form requirement?

    Do you want to pass your form data to another form?

    4) Linking forms to different PDF's based on user input. We currently have 3 different services we offer customers. Depending on a customers situation, they might choose all three, or a combination of. Depending on what they choose, I'll need to ask some standard questions to get basic data, then a combination of different questions to get the data specific to any combination of service they've requested. If I have multiple PDF uploads, is it possible, based on user input, to decide which PDF form data is applied to??

    Yes, you may create multiple PDF documents and attach it to specific email notifications.

    You can then use condition to send the specific notification with the assigned PDF attachment.

    1613557329_602cee51b93a6_1.png

    Guide:https://www.jotform.com/help/167-how-to-send-email-based-on-users-answer

    5) The way i understand your integrations for websites (without being on Enterprise) is I can embed or iframe forms into my URL's so they appear seamlessly integrated from a customer POV. However, is there a way to call users back (via email or SMS etc) to say my signup URL (eg, mydomain.com/register) but dynamically pass a customer ID or something behind the scenes so that when they land the form recognises the user and whatever existing data I have on them is already able to be pre-populated into any form?

    We currently don't have a feature that would call/send SMS to your form user's.

    You may populate the form field using URL parameters.

    Guide:https://www.jotform.com/help/71-prepopulating-fields-to-your-jotform-via-url-parameters


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    tom.johnson
    Answered on February 17, 2021 at 09:26 AM

    Hi Richie,


    Thanks for your replies.

    Is there an option using custom logic to display a message to use based on input?

    If I'm asking someone if they qualify for a certain service and they select no, I see i can hide the page that i've setup for that service... but how do I handle custom messages please?

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    Jovanne_A
    Answered on February 17, 2021 at 10:37 AM

    Hi,

    You can use the Show/Hide Condition to conditionally show or hide fields based on the user's input.

    Here's a complete guide: https://www.jotform.com/help/316-how-to-show-or-hide-fields-base-on-users-answer

    Demo form: https://www.jotform.com/51225421689961

    I hope this helps. Let us know if you have further questions.

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    tom.johnson
    Answered on February 17, 2021 at 10:40 AM

    Richie - I'm also having a problem with input masking https://www.jotform.com/help/381-getting-started-with-the-basics-of-input-masking


    I've a variable i need to capture thats up to 13 characters long. 3 numbers to start then up to 10 alphanumeric ...

    I've set up masking like this ###/**********

    However, it's up to 10 characters on the second part... it does not need to be 10...

    If I try test with like 7 characters on the second part it throws an error as i've set 10x *

    Is there a work around for this please? It's doing my head in :)

    Thanks.


  • Profile Image
    tom.johnson
    Answered on February 17, 2021 at 11:25 AM

    YEAH!! show-hide fields nailed it, thanks Jovanne!

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    Richie_P
    Answered on February 17, 2021 at 01:11 PM

    Hi, regarding your input mask, can you please share more information?

    Do you want the last part to accept 7 or 10 characters?

    Currently, you can only set the exact number of characters in the input mask,

    1613585455_602d5c2f9fe69_1.png

    If you have 13 inputs, then the field would be required to have 13 inputs.

    Hope this information helps.

    If you have further questions, let us know.

  • Profile Image
    tom.johnson
    Answered on February 18, 2021 at 05:26 AM


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    Richie_P
    Answered on February 18, 2021 at 06:38 AM

    When you use masking option, the number of available inputs to be masked would also be the number of field inputs required.

    We cannot set a field minimum limit or allow only a minimum number of inputs that was masked.

    Hope this information helps.