Associating form with each other

  • Profile Image
    billmy
    Asked on February 23, 2021 at 04:00 PM

    Hi,


    I want to create multiple forms.

    Form 1 - Customer details

    Form 2 - Progress note

    using jotform how can I associate Form 1's customer details with Form 2 progress notes ?



  • Profile Image
    Sigit_W
    Answered on February 23, 2021 at 09:47 PM

    Greetings,

    Regarding "using jotform how can I associate Form 1's customer details with Form 2 progress notes ?"

    If you're referring to table relationship (i.e. one-to-many), unfortunately, that is not possible. Submission data are saved separately per form.

    The options would be:


    If you want to connect the submissions of the first and second form, so that you can know which user submitted the second form, to achieve this you can add a hidden field (i.e. email address) to your second form and pass the entered email from the first form. 

    Related guide: How to Automatically Pass Form Data to Another Form


    If I misunderstood your question, please let us know, and provide us more details regarding your concern.

    Regards.