How to pass submission data to a new form

We are using Jot Form very successfully with excel - which then analyses the data. Excel is populated by Zapier when a new form is submitted.

However, when an approval flow is added this no longer works since the row is added before the approval given

I've been looking at your help and wonder if this workflow would work - I read somewhere where you can create a new form and populate it from the old form

I would really appreciate your advice. In an ideal world I would like to be able to copy the whole table to excel on a defined regularity - every day or whatever - but this functionality doesn't exist yet

Hope this is clear?

Richard

Howdy Richard,

I understand that you would like to start a new form once the approval process is complete, and the new form will contain the information from the approved submission.

This is possible with URL Parameters. You can create a new Email as the last step in the approval flow and include a link that uses URL Parameters to open the new form with the approved submission details.

Please note that you can also download all submissions as an Excel file.

Thank you for your patience and understanding!

Thanks for the answer Anthony but it seems to me after reading the link that you have to manually type the fields in and I need this to be automatic

We are currently downloading as excel and then manually updating the master excel file but I am trying to automate the whole workflow.

I hoped there was some automatic way of saving a copy as a new form once it had been approved so that Zapier picks it up as a "new" submission

Try using the unique name as the dynamic value container in the URL.

For example:

https://www.jotform.com/212813553368054?email={email}?number={number}

Let us know how it goes.