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JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

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We believe that if one user has a question, there could be more users who may have the same question. This is why many of our support forum threads are public and available to be searched and viewed. If you’d like help immediately, feel free to search for a similar question, or submit your question or concern.


  • Profile Image

    Forward and editable submission?

    Asked by wyzbleier on January 23, 2014 at 10:19 PM

    I've looked around the forum and haven't quite found what I'm looking to achieve.  I have some clients that would like to complete much of the form themselves with theier customers information and then forward the semi-completed form to their client to review and pay for the product.  Our goal is to make things as simple as possible for our clients, so I don't think the options of creating multiple forms for saving data trick is really going to work here.

    As a scenario:

    Our clients are responsible to maintain specific information about their clients situation.  Their clients need the products that we sell to maintain a specific compliance.  Our clients would like to complete the form (with their clients information) and then simply forward a link that will allow their clients to review the information and ultimately pay using a credit card.

    Since, I can edit the information after there is a submission, I am hoping that there is an easy way to offer the editable submission to their clients... maybe using a unique id?

    Page URL:
    http://erisa.bleiergroup.com/erisaf1

    editable and unique id product unique review
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    JotForm Support

    Answered by Welvin on January 24, 2014 at 04:47 AM

    Hi,

    For editing a submission, I think the edit link function would make it possible: How to Let Users Update Their Form Submissions at a Later Date. However, the payment field will get disabled when using the edit link so this wont work if the "client" would need to review the entries before paying for a product item.

    Example disabled payment field: http://submit.jotformpro.com/form.php?formID=40231818191954&sid=256365111545245555&mode=edit

    How about this method. Using two forms.

    1. First Form: This will collect the required information. You will add the edit link to this form so the client can review and re-submit the form. Now, since the reviewer needs to pay the product item, I would suggest adding another field, let say "checkbox" field that would ask the reviewer wether he/she finished the review. Using our conditional logic (Change Thank you URL after submission), set up that if the checkbox is equals to "Yes", redirect the user to the payment form which is the second form below.

    2. Second Form: Configure your product items here as your payment form. 

    Let me know if you have any questions.

    Thanks

  • Profile Image

    Answered by wyzbleier on January 24, 2014 at 10:28 AM
    Welvin,Okay... So what if the "client" didn't need to edit any info... Just see the information that is being submitted. Could a normal "submission" email be sent to the client including a link that would redirect to the payment form. I'm not sure how all of this will work for reporting. If I have multiple forms will I be constantly comparing results to find the information for the protect and matching to payment information?
  • Profile Image

    Answered by Cesar on January 24, 2014 at 11:33 AM

    You could setup a conditional Email that if a checkbox is filled in, then a Alternate Email Notification coul be sent with the link to the payment form. Utilizing the following option:

    https://cms.jotform.com/uploads/image_upload/image_upload/global/23873_conditional.jpg

    Then setting up the condition so if the checkbox is filled verifying that the information inputed is valid. Then the proper Email Notification with thePayment Form Link will be sent.

    https://cms.jotform.com/uploads/image_upload/image_upload/global/23872_payment.jpg

    Do let us know if you need further assistance. Thank you.

  • Profile Image

    Answered by wyzbleier on January 25, 2014 at 10:30 PM

    So I've got my head around how I might be able to get this to work, but I'm stuck with how to populate payments.

    In my mind this is how I'd like it to work:

    Person 1 fills out form for Person 2 including product option.  Person 1 submits the form and Person 2 gets the email with the link. Person 2 clicks the the link to find a prepopulated "invoice".  Person 2 enters CC data and finalizes purchase.

    Problem is I can't seem to populate the product/pricing.  I was hoping to use "purchase order" for Person 1 which would populate the correct dollar amount for Person 2 using PayPal custom pricing.  Couldn't get it to work.  So I tried Purchase Order to PayPal with the same format still couldn't get it working?  Any ideas?

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    JotForm Support

    Answered by TitusN on January 26, 2014 at 06:04 AM

    Hello,

    Thank you for your response.

    Unfortunately, that might be a little difficult to achieve, because payment integration is a secure feature that ideally is targetted for editing for the primary buyer.

    However, I believe the solution you are looking for needs to work like so:

    1. Person 1 fills out the invoice

    2. Person 2 receives the invoice and makes payment.

    The Primary function here being generating an invoice. Right? Please allow a little time to consider this matter, and suggest a working form for this workaround.

    Thank you for your patience.

  • Profile Image

    Answered by wyzbleier on January 28, 2014 at 11:58 AM

    Yes... a prepopulated invoice with payment processing attached.  Perfect.  Any update on how to achieve this?

     

    Thanks

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    JotForm Support

    Answered by TitusN on January 28, 2014 at 12:07 PM

    Thank you for your response.

    I will  update you about the progress by EOD.

    Thank you for your patience.

  • Profile Image

    Answered by wyzbleier on February 11, 2014 at 10:20 PM
    Sorry for the late response. That link doesn't seem to work. Any thoughts?
    Thanks,
    Adri
    Sent from my iPhone
    ...
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    JotForm Support

    Answered by ashwin_d on February 12, 2014 at 02:14 AM

    Hello Adri,

    I am not sure which link is not working for you.

    Do get back to us with the link URL and we will take a look.

    Thank you!

  • Profile Image

    Answered by wyzbleier on February 12, 2014 at 07:10 AM
    I received the following email from TitusN:
    Currently creating the prepopulating link from copies of your form http://www.jotform.com/33118489903864
    Please advice if this is not the form you wish to apply this demostration.
    That URL doesn't seem to work for me.
    Thanks,
    Adri
    Sent from my iPhone
    ...
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    JotForm Support

    Answered by TitusN on February 12, 2014 at 07:39 AM

    Hello Adri,

    My apologies. 

    I wanted to know which form you would like us to use for the demonstration -

    Is this the form?  http://www.jotform.co/form/33118489903864

    Let us know.

  • Profile Image

    Answered by wyzbleier on February 12, 2014 at 01:30 PM
    Yes. That'll work. Thank you.
    Sent from my iPhone
    ...
  • Profile Image
    JotForm Support

    Answered by TitusN on February 12, 2014 at 01:53 PM

    Thank you for the feedback.

    I will return with a demo and update this thread.

  • Profile Image

    Answered by TitusND on February 13, 2014 at 05:12 PM

    Would you consider replacing the multiple fields with one editable one that we can prepopulate? 

    Such that it would be like: 

    If yes, then I can whip up a quick method in which you can send the invoice with that field prefilled for the customer to proceed to payment. 

    Otherwise, its pretty hard to pre-populate the field as it is - and it would be a lot more work than the automated workflow you are looking for. 

    Looking forward to your response. 

  • Profile Image

    Answered by wyzbleier on February 13, 2014 at 09:20 PM
    I suppose that may work. I guess I would have to see it in motion. Maybe I'm not following but they can't fill in the price themselves.
    Thanks,
    Sent from my iPhone
    ...
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    JotForm Support

    Answered by TitusN on February 18, 2014 at 08:44 AM

    Hello,

    Sorry this took a long time.

    I've created a test form to prepopulate the payment field.

    Still working on pre-filling the rest of the fields, will update about those later.

    In the meantime, you could test-run this method:

    http://form.jotformpro.com/form/40336765976972

  • Profile Image

    Answered by wyzbleier on February 18, 2014 at 10:10 AM
    TitusN,
    Not sure if I'm doing something wrong but I can't seem to get this to work. I fill out the form and nothing is pre-populated in the bond amount field or minimum bond required field. If I submit I get a validation error... Any thoughts?
    Sent from my iPhone
    ...
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    JotForm Support

    Answered by NeilVicente on February 18, 2014 at 10:48 AM

    @wyzbleier

    I have relayed your message to Titus. He will get back to you when he becomes available.

    Cheers!

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    JotForm Support

    Answered by TitusN on February 20, 2014 at 07:18 AM

    Hello,

    My Apologies, sorry this took a while.

    I had earlier provided the wrong form - here's the correct URL to the demo form: https://www.jotform.com/form/40276921612956

    If you fill it out, the last two values - 'Minimum Bond amount Required' and 'Invoice Amount' will be taken to another form where a payment can be made after clicking the Submit button:

    I used the Thank you URL to prepopulate the second form.

    First Form:

    Second Form:

    What do you think?