Prepopulate form from previous submission

  • Kenny Rounds
    Asked on April 28, 2021 at 8:12 AM

    Hello, we visit our clients sites once a month and perform the same inspection. We are looking for a form that we can select the client from a list and have the form Prepopulate with the results from the previous site visit.

    We then want to email a PDF to the client's specific email address and our managers static email address at the end of the audit.

    Is this possible with your application?



  • Jovanne JotForm Support
    Replied on April 28, 2021 at 11:25 AM

    Hi Kenny, thank you for contacting support,

    Please check on this guide on how to prepopulate the form using values from the previous submission.

    GUIDE: prepopulating-fields-to-your-jotform-via-url-parameters

    Please check and let us know if this fits your requirements.

    Thank you.

  • Tommy JotForm Support
    Replied on June 23, 2021 at 4:39 AM

    Hello,

    Based on your previous question on prefill forms, we wanted to let you know that JotForm Prefill has been launched! Now you can create free prefilled forms that can be connected to CRM, JotForm Tables, and previous submissions to create pre-populated forms with unique URLs. We are so happy and excited to welcome you to explore the elements of JotForm Prefill and what you can do with them.

    You can find further information below, if you are interested.

    You can start exploring now from the Form Builder page of any form you want. Simply click the “PUBLISH” tab in your Form Builder and click the “PREFILL” option:

    oglIhLXL3NJ lIjtO8ZZOvvpKPemuKL1ObLw cse Screenshot 10

    1- Manual Prefill

    You can fill the form manually and share with your users easily. When you send the URL, users can see the populated data by prefilling.

    You can create a prefilled form manually by entering the information like form filling experience and clicking “Save” at the right top. Then, a prefilled form URL that can be edited will be generated by the system.

    1624428946 60d2d192b9a6c  Screenshot 21

    By clicking the 3-dot menu button, you can see options for the created prefill form. These options are explained in this screenshot;

    BCgwZ S96eflOqqQANPfICT9oikX4r4RiS TMjPK Screenshot 32

    Also, you can check this guide: How to Prefill Form Fields With Data You Provide with Manual Prefill?

    2- JotForm Form Prefill

    You can prefill the fields by your old submissions. Thus, you can use existing information or imported data in JotForm Tables. For each record in Tables, you can create a prefilled URL by clicking the “Add a new Prefilled URL” button. After the submissions selection, you can click the “Create” button and prefilled URLs will be generated. After that, all created prefilled URLs will be seen at the record list. 1624429158 60d2d2663efd0  Screenshot 43

    By clicking the 3-dot menu button, you can see options for the created prefill form. These options have been explained in this screenshot;

    24z RcI6AWEvn09SzpZY2fmzVQbuzc8rZgZM2r Z Screenshot 54

    Also, you can check this guide: How to Prefill Form Fields With Data From Another Form With Form Prefill?

    3- JotForm Tables Prefill

    You can prefill the fields by selecting rows from JotForm Tables. Thus, you can use existing information or imported data in JotForm Tables. For each submissions in Tables, you can create a prefilled URL by clicking the “Add a new Prefilled URL” button. After the submissions selection, you can click the “Create” button and prefilled URLs will be generated. After that, all created prefilled URLs will be seen at the record list. 

    1624429483 60d2d3ab3427e  Screenshot 65

    By clicking the 3-dot menu button, you can see options for the created prefill form. These options’ explanations can be seen in this screenshot;

    b12p4HJv Io gLo9a g3j0PBADgFvz7i3M70bMat Screenshot 76

    Also, you can check this guide: How to Prefill Form Fields With Data From Other Tables with Table Prefill?

    4- SalesForce Prefill

    You can integrate your forms with a Salesforce account and match Salesforce fields with form fields. For each record in Salesforce, you can create a prefilled URL to be sent to your users. For the SalesForce prefill, you need to authenticate your Salesforce account for prefilling.

    b5WSOOHs6grKitRLvrgoTI5UKP55dwN8x8Z U7LE Screenshot 87

    By clicking the 3-dot menu button, you can see options for the created prefill form. These options can be seen in this screenshot;

    M1CcJRcmgZOl7W wV4M8bbnt5ZeR0CHjEv2QPGH8 Screenshot 98

    You can visit the following user guide for more details: How to Prefill a Form Using the Data From Salesforce.

    5- Hubspot Prefill

    You can integrate their form with a HubSpot account and match Salesforce fields with form fields. For each record in HubSpot, you can create a prefilled URL to be sent to your users. For the Hubspot prefill, you need to authenticate your Hubspot account for prefilling.

    GydGgCVSdTH83Mr kdkX 50R8 Q7FqKby CD E j Screenshot 109

    By clicking the 3-dot menu button, you can see options for the created prefill form. These options can be seen in this screenshot;

    2lTEeUXI J2TL2tMy 9FnPivD4Pe2CFo11hUoOC6 Screenshot 1110

    You can visit the following user guide for more details: How to Prefill a Form Using the Data From Hubspot

    6- Editable - Read Only Options

    In addition to these, You can also edit prefilled form settings for filled fields as editable by the end-user or read-only. If read-only is selected, users cannot change the prefilled information.

    w7dtAhU1jx l1fRPfXWlIoHP7kPOqBMxXdDPrJO8 Screenshot 1211

    FOR MORE INFORMATION ON JOTFORM PREFILL, you can always visit our product page → Announcing JotForm Prefill and Send pre-populated forms

    In addition to these, there is a detailed guide about What Is JotForm Prefill And How Does It Work?

    Thanks for using JotForm!