Apply condition to the Unique ID widget

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    DrCraigDC
    Asked on January 07, 2022 at 07:16 AM

    Hi Folks,

    my form aims to do 3 things:

    1. allow people to register for an event (no sales)
    2. allow people to register WITH ticket sales
    3. a combination of 1 & 2.

    I have set up the unique ID widget to allocate invoice numbers to each event, but then an invoice number is then also given to group 1 which is incorrect, they should not get one.

    My form will have payment options, ccard / Paypal / Stripe. And since I do not have the login to add these I cannot yet configure the invoice. I reacall that the above widget is used on these invoices.

    Is there a way to prevent the widget working on group 1? The people chose one of these options with Skip conditons to take them to the next field.

    Would an If 'option one' then hide 'widget' or similar work?

    Thanks, Craig

    Screenshot
  • Profile Image
    DrCraigDC
    Answered on January 07, 2022 at 07:24 AM

    Is this the solution?

    1641558253_61d830eda0c62_Screenshot 2022

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    Billy
    Answered on January 07, 2022 at 07:31 AM

    Hello,

    I hope you're doing well and thanks for reaching out.

    I've tried calculating the Unique ID's value and disabling it, however, it doesn't seem to work. The system is overriding the conditions.

    I have an idea though that you may want to try. Create 2 email autoresponders. One with the invoice attached to it and the other one without. You can use form conditions to send emails. Click here to learn more.

    We'll be waiting for your response.

  • Profile Image
    DrCraigDC
    Answered on January 08, 2022 at 12:21 PM

    Hiya,

    I wonder if this actually will work, since the ‘invoice number’ is a counter, not specifically related to sales, just I’m using it for his purpose. So even though a condition email doesnt send them an invoice, hidden in their input, one will have been attached ?

    I also wondered about if they select Option 1, that the values of the form till that point are then copied to a cloned form to complete the rest of the details, and on that clone there is no invoice counter ?


    Regards Craig

  • Profile Image
    Kat
    Answered on January 08, 2022 at 02:35 PM

    Hi Craig,

    Happy to help!

    Would instead creating a multiple payment form work instead (in your case: the choice to either register and pay or simply register? This would be similar to what you've proposed in your last sentence.

    This would then help to organize the Auto Responders my colleague has suggested without needing Conditions and may be easier to keep track of. Here's our guide on how-to-create-a-basic-multiple-payment-form

    Could you kindly take a look and let us know if this is what you were referring to?

  • Profile Image
    DrCraigDC
    Answered on January 09, 2022 at 09:32 AM

    Hi there,

    i took at look at the guide, and i would say that I have already done this.

    The actual payment urls are not entered in the iframe yet, as those details I need to get from colleagues first.

    The button I created gives the 3 payment options (as listed right at the start of this thread).

    The issue is how to prevent the Unique ID from appearing with the first of those 3 options. The reason being I am using it to generate invoice numbers, and there is no need for one if nothing has been sold.

    In between i wondered if just putting the ID button after this form, rather that before it. But it seems the system overrides the condition that the person should be directed to the second to last form section and allocates an ID anyway.

    Thats why I wondered if creating a clone from was a solution, that either the people from group 1 are redirected to a second form where there is no Unique ID component, OR, groups 2 & 3 to one where there is.

    :). Craig

  • Profile Image
    Afzal
    Answered on January 09, 2022 at 10:55 AM

    Hi Craig,


    Cloning and redirecting to another form without a Unique ID widget can also work. We have multiple tools to help you manage multiple forms. You can use our Field Manager to manage multiple form fields at a time.

    You can use our Combine Submissions to combine form data and export it as a CSV file.


    Please give it a try and don't hesitate to reach out if you need further assistance.


    Thank you.

  • Profile Image
    DrCraigDC
    Answered on January 10, 2022 at 03:14 AM

    Good day!

    So i cloned the original form, selecting only those fields relevant to the first of the 3 groups.

    I used the form manager to clone the entries from the original form, into the new (shorter one) that has no invoice ID.

    BUT, i think I am misunderstanding what is possible here. I was thinking that the button select form could redirect participants onto the cloned form to complete their details. Pretty sure this aint possible, tried it anyway :)

    I looked for additional instructions around the field manager integration, but couldn't find any. If a person starts on form 'A', and those entries are copied into form 'B', from what I can tell, they stay on form A despite this? And I don't think there is a condition that can swap from form A to B ?

    Regards Craig


  • Profile Image
    Billy
    Answered on January 10, 2022 at 04:33 AM

    Directing your users on a different form is only possible when they click on the Submit button with the help of the Thank You page redirection. Creating a custom button to redirect on clicks is not supported(would be cool if we do, right)

    1641806718_61dbfb7e4324e_

    You can bring the submission data over to another form where the widget is absent via URL parameters. Click here to view the guide.

    In addition to what initial suggestion, you said that both emails will have the invoice. That is correct. I should have added that you need to disable the invoice(within the Product List widget) and create yours from scratch via Jotform's PDF editor.

    In the email responder, you can either attach this PDF(custom invoice) or not.

    1641807065_61dbfcd9de66f_

    So going back, 1 email autoresponder will have this custom invoice and the other one won't.

    I hope I made it clear this time. We'll be waiting for your response.

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    Ricardost
    Answered on January 12, 2022 at 07:58 AM

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