Connecting and Pre-filling Forms

  • Profile Image
    ReDefiners
    Asked on February 16, 2021 at 08:58 PM

    I would like to create a workflow and I am wondering if it is possible. ReDefiners would like to:


    1. Create a Tutor In-Take Referral Form
    2. Use the data from this form to pre-populate a portion of another form - Tutoring Report Form
    3. Once the in-take form is completed and the tutoring report is pre-populated, a notification is sent to administrator and the admin can assign tutor to student (contact details for student are pre-populated) for tutor to view
    4. Tutor then completes form during live tutoring session and receives signature in person on devices or sends like to family for virtual session
    5. The form is submitted and notification is sent to admin as well as a specific Case Manager - info pre populated from in-take form

    Can this be achieved?


    Also, I noticed that the original PDF does not show signature when testing however, the signature appears on the printable version of the form.


    Can the design of the printable version of the form be edited?

  • Profile Image
    ashwin_d
    Answered on February 17, 2021 at 12:44 AM

    Yes it is possible to achieve your requirement.

    Please note that you can take advantage of our "URL Parameter" feature to populate form fields. You can build the second form URL with parameters and then add it in email alert templates. When the first form is submitted, the user will receive an email with the URL of the second form. Clicking on the link will populate the second form with data. The following guide should help you: https://www.jotform.com/help/71-prepopulating-fields-to-your-jotform-via-url-parameters

    If you want to automatically redirect URL to the second form after the form is submitted, you can take advantage of our URL parameter to achieve this. You may like to take a look at the following guide which should help you: https://www.jotform.com/help/351-how-to-automatically-pass-form-data-to-another-form

    Hope this helps.

    Do get back to us if you have any questions.

  • Profile Image
    ReDefiners
    Answered on February 17, 2021 at 06:33 AM
    Thank you!
    Will work on it
    Is phone or Zoom support possible, if necessary?
    ...
  • Profile Image
    Johann_A
    Answered on February 17, 2021 at 06:56 AM

    Greetings,

    Unfortunately not but you can use loom to record your screen, so we can advise you better, https://www.loom.com/

    Have a good day,

    Johann

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    achraf.kamcompany
    Answered on February 17, 2021 at 07:37 AM

    Great but you need some web support from : https://kam-webagentur.fr

  • Profile Image
    Cecile_A
    Answered on February 17, 2021 at 07:59 AM

    Hello @achraf.kamcompany,

    Could you please tell us your concern? The user who posted this ticket has a different username.

    Looking forward to your reply.

  • Profile Image
    ReDefiners
    Answered on February 17, 2021 at 08:11 PM
    Do you have someone that can set up the automations for us?
    This is what we need:
    Process: 1. Person A completes Referral form 2. Person B is notified of new
    referral 3. Referral data pre-populates to Report Form and 4. Person C uses
    the same form (with some pre-populated data) to complete in real-time 5.
    After the form is complete, a signature from Person D is required 6. Once
    person D signs, the Report Form needs to automatically be sent to person A
    and B.
    My initial thought is two use two forms only that are automating the date
    pre-population and workflow rather than creating a new form for each Report
    that is needed. If we need to pay an additional fee to have this set up
    properly, please advise.
    Chantelle Daniels, M.Ed
    Executive Director
    Non-Profit Organization | ReDefiners World Languages, Inc.
    Arabic | English | Mandarin | Spanish
    Schedule a Zoom Meeting
    813-530-2313 | 813-812-3149
    cdaniels@redefinerswl.org
    www.redefinerswl.org
    8056 N. 56th St., Tampa, FL 33617, USA


    ...
  • Profile Image
    ashwin_d
    Answered on February 17, 2021 at 11:20 PM

    Sure we will try to help you build such form, but this may take some time as we can work on such request only in our free time. Please let us know the following details:

    Which is your form A and form B?

    When the form A is submitted, what is the email address of the person B who should be notified?

    What all are the data that needs to be populated in form B?

    When the form B is submitted, what is the email address of the person C who should be notified? And what data should be displayed to the user?

    What is the email address of person D for signature?

    Why do you want to build two forms here? I believe, you are looking to build a workflow where one person fill the form and then data needs to be reviewed by multiple people and signed to complete the workflow. You can achieve this in one single form.

    We will wait for your response.