Sharing data between two forms, but not instantly (the second form only gets populated if the first is approved)

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    Anthony_Dijon
    Asked on October 31, 2021 at 05:07 AM

    Hi Jotform Experts

    How do I populate a second form (a digital contract) with information (such as name, surname, email address, physical address etc) captured in an initial form (the application) ? I've watched the jotform HELP videos around prepopulating / linking the URL of the second form to the EMAIL function / Thank You workflow, but that all seems only cater for prepopulating the second form (the digital Contract) right there and then. BUT I only want to create the second form / digital contract IF the first form (application) is APPROVED.


    Can someone please help with this? Can it be done / triggered directly from Jotform? Or do I need to use the information stored in my Google Sheets (and how would I do this?)


    Thanks

    Dijon 

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    Bojan
    Answered on October 31, 2021 at 07:06 AM

    Greetings Dijon.

    Do you wish to send an email to your users which they can use to prepopulate questions on a second form after you have approved it?

    If you create an approval flow using Jotform, you will be able to create a flow and send emails to your users. In that email, you can configure a custom URL that will have information from the original form. You can use the following link to learn more:
    https://www.jotform.com/help/351-how-to-automatically-pass-form-data-to-another-form/

    This guide will show you how to create a link and add it to Thank you page, however, you can add it to the email that is sent after the approval.

    If you need any additional assistance, please let us know.

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    Anthony_Dijon
    Answered on October 31, 2021 at 09:08 AM

    I'm really battling to get done what I need to.

    I cannot find the right way to pre-populate a second form 2 (but the data must appear in amongst the content / text of the form paragraphs). Is there any live support or way to set up a virtual meeting with Jotform expert who can walk me through a simple example of what I need, and I will extend that to the rest of the form / entries once the knowledge is learnt?

    Thanks

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    Gaetan
    Answered on October 31, 2021 at 09:32 AM

    Hello,

    Unfortunately we do not have this type of support yet.


    Could you give us a link to your Form1 and Form2?


    (you can also give us the name of the field you're struggling with)

    We will try to build a simple example for you so that you can get a better understanding.


    Best regards