Is there an easy way to setup a form to react based on selection?

  • Profile Image
    techgal68
    Asked on August 06, 2011 at 02:08 AM

    Is there an easy way to setup a form to react based on selection?  What I'm looking to do is create a form specific to products to Troubleshooting purposes.  I would like it to function as so:

    Select the manufactuer>Advance to the device choices>advance to the issue at hand>advance to things to try>with the last one being allowed to select all.

    Sort of a console tree.  Hard to explain, but thanks for listening.

  • Profile Image
    brx250
    Answered on August 06, 2011 at 03:15 AM

    Hi techgal68,

    Thank you for using JotForm.

    For your question, you might want to consider using JotForm's Conditional Logic. I've attached here some illustrations and hope this helps.

    Here is the good part. You do not need to know programming or anything fancy like that. Simply follow Conditional Logic wizard and it will take you couple of minutes to spice up your form.

    1. Launch Conditions Wizard

    To launch Conditions Wizard click on “Conditions” button on the “Setup & Embed” toolbar.



    2. Decide on Conditional Logic

    At this point you should think about what kind of conditional logic you will create.



    Show / Hide a form field
    Provide efficient forms to your users according to their choices. Let’s say you have a “Did you like our product?” question, then you can have a “What did you like about it?” question if the user selects the “Yes” answer.

    Skip to a page or end of the form
    Allow users to jump to a part of your form according to their choices. Especially useful if you have a multi-page survey. Depending on user’s previous answers, you can ask additional questions on a new survey page, or simply end the survey.

    Send an e-mail after submission
    Redirect your e-mail alerts according to the form entry. Let’s say you have a dropdown question that has options like “Sales”, “Support” etc. you can use JotForm Conditions to send emails to different email addresses depending on which answer is selected.

    Change Thank You URL after submission
    Redirect to a different thank you page according to the form submission. Let’s say you have many PDF whitepapers. You can keep them in a dropdown list and depending on which whitepaper user selects redirect her to that particular whitepaper.

    Change Thank You Message after submission
    Display a customized thank you page according to the form submission. If you created a survey and the responses from the survey is in a bad mood, it might b
    e useful to apologize or provide instructions on what to do about that experience.

    3. Setting Up a Condition:

    Next, create a condition. This screen is a dynamic form. Depending on the choices you make it will change and the final condition will sound like an English sentence. Example: If department field equals to sales, Then send notification email to sales@domain.com.



    Once you complete the condition save it and test your form. Make sure that the condition is working properly before adding more condition logic to your form. Be sure to double check your conditions as these may ruin your form completely.

    If you have further issues and concerns, please feel free to contact us again.

    ____________________________________________  

     Albert  |  JotForm Support   

  • Profile Image
    techgal68
    Answered on August 06, 2011 at 10:05 AM

    Thanks so much for the information.  It works beautifully, but is there a way to have the selections that were chosen display in a summary type when clickin on the Submit button?

  • Profile Image
    allanftd
    Answered on August 06, 2011 at 10:47 AM

    Hi techgal68,

    Please allow me to refer you to a related forum thread since a colleague of mine provided in detail how to perform this:

    http://www.jotform.com/answers/24995-Can-a-form-be-pre-populated-with-data-from-a-previous-submission-just-moments-ago

    We hope you find this information helpful. Please let us know if you need further assistance.

    Thank you for using JotForm!

    JOTFORM SUPPORT

  • Profile Image
    brx250
    Answered on August 07, 2011 at 03:46 AM

    Hi techgal68,

    In addition to the previously suggested solution by my colleagues, you can also have a summary of the selection of your clients/users after submitting the form without using PHP. Simply navigate to your form, click "Email Alerts" under "Setup & Embed" tab, and click "Notification". Pull up any text editor and copy your form's field names which starts and ends with curly braces.

     

    Close the email editor, click "Thank you" from the "Setup & Embed" tab, and select "Thank you message". A window will show you the default thank you message for your users after submitting the form. You can now insert the copied field names. Organize your data from the tools provided in the window.

    Shown below is our final output. Check the sample form in action through this link.

    (Click on the image to enlarge)

    Hope this helps.

    If you have further issues and concerns, please feel free to contact us.

    _____________________________________________
    Albert | JotForm Support  
  • Profile Image
    techgal68
    Answered on August 07, 2011 at 07:33 AM
    Thank you ever so much. You have no idea how PERFECT jotform is for my needs (and it’s a bit outside the normal realm). It’s just what I’ve been looking to design and I would like to say KUDOS to your team. Keep up the good work. It’s wonderful that it’s free but if not, it’d be worth every penny.



    Thanks,



    Michelle

    New Satisfied User



  • Profile Image
    allanftd
    Answered on August 07, 2011 at 09:36 AM

    You're welcome, Michelle! The whole JotForm Team is glad to have the opportunity to serve you through  a great product and great service. Thank you for supporting JotForm!

    Please let us know if you have anyother questions or concerns.

    JOTFORM SUPPORT