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    How do I make a "saved" form point to other forms, but still include original info in the notifier/responder emails?

    Asked by hweyer on September 11, 2014 at 09:23 AM

    First some background to my situation...  We are a School Co-Op working with 10 different school corporations.  We supply physical therapists, occupational therapists, speech therapists, psychs, and behavioral specialists to all the schools.  We have different Jotforms for our people to complete that would then notify other people on the team of a new student, a new evaluation, and other things like that.  Some Jotforms are "2 parters".  They complete one initially and submit it so that we enroll the student in our program.  Then after gathering some other information, obtaining parental consent, and testing the child... about 10 days later they would complete part 2.  Part 2 gets sent to a different group of people than part 1, but those receiving part 2 will still need all the demographics.  

    I would like to cut down on all the entering of demographics time after time.  I know I can create a demographic screen that includes all pertinent student information that could be saved and then continued later.  But... when continued later, I would like that info to pull up automatically and then to lead to a choice of different forms to continue with... For example, a request for evaluation or a transportation form or a preschool intake form part one and then a week later part 2.  I need those original demographics to be included in the email from any other form that branches off from it.

    Is this possible or is it a pipe dream?  If it is possible, can you guide me through this process?

     

    BTW...

     

    I love your company!  You are allowing us to streamline our processes and to put a stop to all the paper shuffling. You are also allowing us to work more efficiently so we can use our time to better serve our students. Thank you so much for that.  And your tech support has been fantastic!  You are greatly appreciated...

     

     

    Emails saved different create love
  • Profile Image
    JotForm Support Manager

    Answered by Jeanette on September 11, 2014 at 12:29 PM

    1.Make a form where you'll gather all pertinent student information, the form is submitted and an email is sent to student, with an edit link to continue later.

    2.The edit link should contain second form link, so this means you must make a second form which should include:

    -All fields from student information form + evaluation or transportation form

    Now, by applying dynamic autopopulation, the trick can come true, please see this old thread:

    http://www.jotform.com/answers/93645

    If you need further assistance, please provide more details such as 2 forms so we'll help you further.

     

     

     

     

  • Profile Image
    JotForm Support Manager

    Answered by Jeanette on September 11, 2014 at 12:32 PM

    Note: The thread was based on Thank You message, but the same workaround can be placed in an autoresponder.

    BTW: I greatly appreciate your comments towards our team. We are making a Testimonial page. Would you mind to give us your name and link to school logo (or just the link to the school page) so we can add it ?

    Cheers!

     

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    Answered by hweyer on September 26, 2014 at 10:01 AM
    I apologize I did not get back to you sooner. I had a death in the family and have been out. I would be happy to give you permission to use my name and our logo. Please use what you need from my signature below. If there is anything else you need, please let me know.
    Holly M. Weyer
    Technology Systems Coordinator
    www.dspcoop.k12.in.us
    [even smaller]
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  • Profile Image
    JotForm Support

    Answered by david on September 26, 2014 at 11:44 AM

    Hi,

    I am very sorry for your loss.  Thank you for letting us use your comments in our testimonial section.  I have forwarded this thread to Jeanette to make sure she gets the message since it a bit of time has passed since the last update.

    Let us know if there is anything else we can help you with and we will be happy to do so.