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    2 part application form

    Asked by markyd1976 on May 15, 2014 at 09:52 AM

    A member of your team kindly helped me start my form off.

    However, the form is not allowing me to change the price of the ID card. I did a test app and paypal wanted to charge me £ instead of £10!!

     

    I am selling an ID card at a standard price

    1 urgent at a higher price - how to allow the customer to select their Card of choice or do I use 2 seperate forms to make it easy?

    also I am offering different postage services - how do I set up to amend and allow the customer to choose their option

     

    Thanks

     

    M

    application form app different charge card
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    Answered by Carina on May 15, 2014 at 01:45 PM

    I believe the best solution is to add a radio-button with the different options:

    Then adding a calculation field (1) and in the properties (2) add the select your ID field:

    And then editing the Paypal payment properties into Collect Donations/Custom Amount Payments> Get Amount From (name of the calculation field):

    You can test the form:

    http://form.jotformpro.com/form/41334372269960?

    The postage options might be solved using this method, but I kindly ask you to give us more details on these options, so we can find the best solution for you.

    Let us know if further support is needed.

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    Answered by markyd1976 on May 19, 2014 at 03:45 AM

    Hi Carina

    Many thanks for your help this appears to work with the costing allowing different post options and they add up right.

    The next part which I know I will have trouble with is the 2nd part of the application. Once the applicant has signed and PAID via Paypal want the form to automatically emailed (would like message to applicant stating this too would be good) to the ID (provided email box) approver. Here the approver will see the completed application form with applicants completed part of the form and uploaded photo / ID supporting docs.  They will check the form and then sign their part of the application and then ‘PRESS APPROVE’ then the form will be sent to me as completed.

    I will then Approve the application once I have processed the form and let the applicant know.

    You have provided me with a mock up form see my forms, however I don’t know how to add the conditions to my form or where to go from here (I have nearly completed my form).

    Can you help? Would you rather my form completely finished before looking at conditions and getting the form to do what I want?

    Thanks team you’ve been a great help

     http://www.jotform.com/?formID=41314305163341

     Mark

     

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    JotForm Support

    Answered by Welvin on May 19, 2014 at 04:50 AM

    Hi Mark,

    You can use this guide: http://www.jotform.com/help/167-How-to-send-to-a-specific-email-address-based-on-a-selection.

    Let us know if you don't know the settings or can't make it to work.

    Thanks

     

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    JotForm Support

    Answered by Welvin on May 19, 2014 at 04:59 AM

    Okay, please let me explain the steps:

    Email to the approver. Since the verifier's email address will be provided to the form, you need to create an autoresponder. Point the verifiers email to the "Recipient Settings", check this screenshot:

    Of course, the field to approve should be added to the form. You can use the Radio Button field and add the options such as the "Approved" or "Disapproved"

    So since the approval must be hidden from the form, you need to add another field that would serve as your gateway to show the approval field. In the screenshot above, I use textbox and label it as "Passcode". Using the conditional logic show/hide condition, show the "Select" field when "Passcode" is equals to "12". See it here: http://www.jotformpro.com/form/41382347830959

     

    In the autoresponder email body, don't forget to add the EDIT Link, so the approver can mark the form and to trigger the second email that will be sent to you.

     

    Verifier to you as the main form owner. You have to create a notification for this and trigger to send this notification when the approver selects "Approved" from the form. So, you have to use Send Email After condition, please check the provided guide. Check this screenshot for the settings:

    Again, in the notification email, you have to add the Edit Link so you can edit and mark again the submission so the form submitter would receive the autoresponder email.

     

    Form Owner to Form Submitter. You have to create an autoresponder email and use this email to the conditional logic. The settings should go like this:

     

    I hope that helps. Let us know if you have questions with the whole process.

    Thanks

  • Profile Image
    JotForm Support

    Answered by Welvin on May 19, 2014 at 05:08 AM

    This is the overall form structure based on the steps above: http://www.jotformpro.com/form/41382347830959.

    If the above steps are properly added to the form, the flow would be this:

    1. The submitter submits to the form - the verifier receive the autoresponder email.

    2. The verifier click the edit link in the autoresponder email. The verifier provides the passcode which is 12 and select "Approved" from the radio button - then submits the form.

    3. The form owner will receive the notification email which is triggered based on the "Approved" selection by the verifier. The form owner will edit again the form using the edit link that is added to the email, provide the passcode and select "Approved" - then submits the form.

    4. The form submitter will receive the last autoresponder email settings based on the approval of the form owner. 

    I hope I explain it briefly. If not ,please let me know.

    Thanks

  • Profile Image

    Answered by markyd1976 on May 19, 2014 at 08:28 AM

    Hi Welvin

     

    thanks for getting back to me. I may have confussed things a little. I will only approve the application once it has been received by me. I will check it over and then request an ID card if things are ok with the application.

    Please see link to my form below that may make it a little easier to see what I mean.

    http://www.approveid.co.uk/application-form/4583428626

     

    I just need the applicant to do their part of the form, pay and submit to the application verifier (email in form). The approver verifier will do their part then Submit (or call it approve).

     

    I the form owner will approve via jot phone (I will add a hitten field) and approve from the spreadsheet.

     

    I hope this makes sense as I think I have confused things.

     

    Also, how at what point once the applicant has paid and signed the form how does the form send forward the verifier??

     

    Anymore info let me know.

     

    Sorry about my unclear requirements and so new to this.

     

    This is a link to what Cara provided, so I think it needs to be along  these lines???

     http://www.jotform.com/?formID=41351517232344

    Mark 

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    JotForm Support

    Answered by ashwin_d on May 19, 2014 at 10:50 AM

    Hello Mark,

    Your message has reached my colleague @Welvin. Unfortunately, it is currently not available online. I was taking a look at your requirements:

    I just need the applicant to do their part of the form, pay and submit to the application verifier (email in form). The approver verifier will do their part then Submit (or call it approve).

    UNDERSTOOD the requirement.

     

    I the form owner will approve via jot phone (I will add a hitten field) and approve from the spreadsheet.

    You may need to explain this requirement a bit more in detail. When you say approve from the spreadsheet, how do you want it to impact the workflow?

     

    Also, how at what point once the applicant has paid and signed the form how does the form send forward the verifier??

    You can add a conditional notification email which will be sent based on the value of some form fields. It can be configured to send emails to any specific email address. My colleague have already explained this to you in his previous reply. Anyway, the following guide should help you:  http://www.jotform.com/help/167-How-to-send-to-a-specific-email-address-based-on-a-selection

     

    I would suggest you to please let us know a bit more in detail regarding your requirement of spreadsheet and then one of us will get back to you on this.

    Thank you!

  • Profile Image

    Answered by markyd1976 on May 20, 2014 at 04:22 AM

    Hi Team

     

    I think I was getting a little overwhelmed with all the instructions and adding requirements along the way. I am sorry that I have not been totally clear here.

     

    I think Welvin added another element to the flow that I never originally considered. Me as the form owner and final approver will be able to approve application forms within the flow. Originally I was going to check submissions via Jotform (the spreadsheet) and approve this way.

     

    Requirements

     

    1.      Applicant completes their part of the form (as they want an ID card)

    ·         they pay via Paypay before being able to move on

    ·         Sign the form

    ·         The form is sent on to ID Verifier (email is on the form applicant provides this).

    ·         The applicant receives thank you message and that the form has been sent to verifier@email address provided

     

    2.      The VERIFIER will receive an email and link to the application form that has been partially completed by the applicant

    ·         The verifier must be able to see the form/parts completed by the applicant and any attachments i.e. uploaded photo (is this possible?), as I tried this with a dummy cloned application form yesterday – I received an email, but was not able to access the form.

    ·         The verifier will check the form/complete their fields/sign and click (on a button if possible) to submit the form for approval they will receive a thank you

     

    3.      Form approver (FORM OWNER) Me – I will receive an email with a link to the completed form (from the verifier)

    ·         Approver will be able to check the form and approve the form, which will submit the form as completed.

    ·         The applicant will receive an email letting them know their application has been approved and they will shortly receive their ID card.

     

    Welvin mentioned using a passcode for the verifier, however the verifier is independent and is chosen by the applicant (a person of trust) and has relationship with Approve ID, therefore they would not use of know the code – This is were it was getting  complicated.

     

    I hope  the above makes things a little clearer regards to the requirements.

     

     

    Many thanks for your time and patience

     

    Mark

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    JotForm Support

    Answered by jonathan on May 20, 2014 at 08:33 AM

    Hi Mark,

    On my initial assessment, I can affirm that your requirement is very much doable in JotForm

    For 1 and 2, you will need the Edit Link in the e-mail. The Edit Link will be used by the Verifier.

    Guide: -How-to-Let-Users-Update-Their-Form-Submissions-at-a-Later-Date

    If you review the Edit Link guide above, the target recipient is not the User but the Verifier. So, this will give capability for the Verifier to EDIT the submitted form of the User.

    For #3, you can also use the Edit Link -- but this time the Approver will be the target recipient of the Edit Link. This means you can be able to EDIT the submission of the Verifier.

    --

    But I also would like to know though where you are already with your requirements? Have you already created the form you will need?

    It will also be faster for us to provide you the assistance if you have at least an initial mockup/draft of the workflow (the form and the email setup)

    We will wait for your update.

    Thanks!

     

     

  • Profile Image

    Answered by markyd1976 on May 20, 2014 at 10:29 AM

    Hi Jon

     

    Please see a link to my form, which is about 95% completed. I just need to tidy it up etc, but the body and flow is as here http://www.jotform.com/?formID=41314305163341

    I hope this helps and you see what I am going on about.

    I will print off your guidance and have  ago when I finish work, as works computers dont allow me to run wizards (government system)

     

    Cheers

     

    Mark

  • Profile Image
    JotForm Support

    Answered by Welvin on May 20, 2014 at 11:59 AM

    Hi Mark,

    I'm sorry, I don't mean to make this complicated and confused you of the process. I have added the extra fields such as the approval because the email thrill will be based on this fields.

    Anyway, I think my colleague Jonathan can explain better so I have forwarded this thread to him.

    Thanks

  • Profile Image

    Answered by markyd1976 on May 20, 2014 at 04:34 PM

    welvin

    i have taken on board some of your suggestions - i think i understand most of it. it just will take some time to get it to work and put it to action

     

    cheers - all the team at jotform have been great and looking forward to working with you

     

     

    mark

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    JotForm Support

    Answered by EltonCris on May 20, 2014 at 06:48 PM

    Hi Mark,

    On behalf of my colleagues you're welcome.

    Feel free to contact us again should you have any other questions or concerns.

    Regards!

  • Profile Image

    Answered by markyd1976 on May 21, 2014 at 02:32 AM

    HI team

     

    I still need Jonathan to take a look at this as suggested by Welvin - so I still need help to move on and get form live on my website ASAP. I meant in my email above I understand what Welvin was saying, but Jonathan asked for more info re requirements and a copy of my form to date.  Therefore, please continue to look into this please.

     

    regards

     

    Mark

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    JotForm Support

    Answered by jonathan on May 21, 2014 at 05:44 AM

    Hi Mark,

    I will take a look at your form http://www.jotformeu.com/form/41314305163341. I will do some test to see how far it was already with regards to the specification requirments you had provided earlier.

    I will get back to you as soon as I can.

    I also apologize for the delayed response.

     

    Thanks.

  • Profile Image

    Answered by markyd1976 on May 21, 2014 at 10:49 AM

    Hi Jon

     

    That would be great - I do appreciate this.

     

    Thanks

     

    Mark

  • Profile Image

    Answered by markyd1976 on May 23, 2014 at 09:06 AM

    Hi Jonathan

     

    any update on my form?

    Another question

    Is it possible by the way - as the workflow of my form. The ID card applicant makes mayment 1st, then the form is submitted to the verifier via email for their part? Would the form validation rules prevent it? i.e. missing info (the verifiers part would nor be completed at this point).

    Therefore would i need a page break?

    Also, my form does not allow the applicant to automatically pay via paypal - nothing opens up??

    I eagarly await your reply

     

    Cheers

     

    Mark

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    JotForm Support

    Answered by Welvin on May 23, 2014 at 10:41 AM

    Hi Mark,

    My colleague Jonathan is currently offline, but he will surely update this thread for updates with regards to the form.

    With regards to the additional question, please follow up it here: http://www.jotform.com/answers/382313

    Thanks