Can I create a form that zips other PDF submissions and sends in an email?

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    zacwreed
    Asked on November 06, 2021 at 06:12 PM

    Hello,


    I have a scenario where I would like to have two forms that do the following:

    1. Form 1 - User creates any number of submissions, has the results emailed to a client.
    2. Form 2 - User creates a submission, attached is a zip of a select number of submissions from Form 1. The results are emailed to another client. (I can programmatically provide the submissionIds needed for this to happen)

    Let me know if this is possible or if there are integrations available to allow this.


    Thanks.

  • Profile Image
    jonathan
    Answered on November 06, 2021 at 07:25 PM

    Hi,

    I have been checking on this, and what you wanted to do is actually possible.

    For #2, you will be required to share the Submission table of Form 1 to the user because that is the only way the user will be able to get copy of the submissions (from Form 1).

    How to Share Form’s Submissions Page

    How to Download Form Submissions as Excel/CSV/PDF

    If you do not want to share the Submission table to the User, you will have to do it by other means, i.e. you provide to them the zipped submissions file instead.

    I hope this help. Please let us know if you need further assistance.


  • Profile Image
    zacwreed
    Answered on November 06, 2021 at 07:47 PM

    Hey Jonathan,

    For #2, you will be required to share the Submission table of Form 1 to the user because that is the only way the user will be able to get copy of the submissions (from Form 1).

    I'm a software developer building an application that will utilize embedded Jotform forms. I have the ability to pass the submissionIds from form 1 to form 2 when it is embedded.
    https://www.jotform.com/help/71-prepopulating-fields-to-your-jotform-via-url-parameters/

    What I am not sure about is how to build form 2 with those parameters. Ideally in my case I would pass in the submission IDs in the URL/embed, the user enters the recipient email in form 2, and the recipient email contains an attached zip of PDFs generated from form 1 submission IDs.

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    Laura_L
    Answered on November 06, 2021 at 08:24 PM

    Hi,

    Can I confirm that would you want the form to automatically zip the selected submissions, and send them to the entered email on form 2?

    In that case, I'm afraid that this is not possible. If you need to share multiple submissions, sharing the Tables is the only option.

    Can I also confirm that how are the submissions on form 2 selected? Does the person selecting the submissions know the submission IDs or names of the submitters, or how would they be able to know which submissions they want to select to send in the email?

  • Profile Image
    zacwreed
    Answered on November 06, 2021 at 11:22 PM

    Can I confirm that would you want the form to automatically zip the selected submissions, and send them to the entered email on form 2?

    Yes, that is the case. For context, users of my application need to create submissions for form 1 and send them in bulk at a later time to a client. Ideally that would be handled in form 2.

    In that case, I'm afraid that this is not possible. If you need to share multiple submissions, sharing the Tables is the only option.

    Gotcha, I thought that might be the case. I could do an integration with Google Drive and zip a folder to email, but I was hoping Jotform could provide that functionality.

    Can I also confirm that how are the submissions on form 2 selected? Does the person selecting the submissions know the submission IDs or names of the submitters, or how would they be able to know which submissions they want to select to send in the email?

    My application would handle populating which submissions should be included. The user would not need to select them.


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    Vick_W
    Answered on November 07, 2021 at 01:26 AM

    Hi there,

    It appears that all your concerns have been answered. Let us know if you have any other questions.

    Thanks