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Silent_RadioAnswered on June 24, 2021 08:56 PM
Is there a plan to use the new Prefill function instead of this when redirecting someone to another form? This method is extremely cumbersome and error prone. It would make sense to set the redirect to another form and have the same dropdowns available to set which field correlates to the next form.
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Johann_AAnswered on June 25, 2021 04:31 AM
Hi,
Our prefill function is better and easier to use than the URL Parameters.
Simply click the “PUBLISH” tab in your Form Builder and click the “PREFILL” option:
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.
By clicking the 3-dot menu button, you can see options for the created prefill form. These options are explained in this screenshot;
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.
By clicking the 3-dot menu button, you can see options for the created prefill form. These options have been explained in this screenshot;
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.
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;
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.
By clicking the 3-dot menu button, you can see options for the created prefill form. These options can be seen in this screenshot;
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.
By clicking the 3-dot menu button, you can see options for the created prefill form. These options can be seen in this screenshot;
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.
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!
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Silent_RadioAnswered on June 25, 2021 11:24 AM
I'm not sure if this allows for the specific way I used the URL function. Here's how I had it working:
Form A is a survey for basic information from a person, once they complete Form A they are redirected to Form B which is a template contract, their information gathered is then auto filled into Form B using the URL Parameters.
I see where I can use a previous forms data to Prefill another form, but I want this to happen automatically when the first form is completed. Is there a way to do that?
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Kenneth JotForm SupportAnswered on June 25, 2021 04:29 PM
Hi there,
Looks like passing the data via URL is what most likely fit your requirements: https://www.jotform.com/help/71-prepopulating-fields-to-your-jotform-via-url-parameters.
Can you give that a look?
Best.
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ugurugurlu Head of IntegrationsAnswered on April 27, 2022 03:44 AM
Hi there,
You can use Action buttons on Thank you page to set an action button for "Fill Another Form" that you can direct users to a new form with Prefill.
You can find the detailed information from the link.
If you have any questions, please let us know,
Bests.
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Silent_RadioAnswered on May 04, 2022 12:49 AM
Thank you for the update. This is getting closer to what I am doing. It doesn't seem that Date Picker fields can be assigned in the Prefill?
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Kenneth JotForm SupportAnswered on May 04, 2022 03:18 AM