- millennialtransportAsked on September 18, 2014 at 10:29 AM
To simplify our customer onboarding process, we need to have multiple onboarding forms populated at a single data entry point. For instance, we have a group of forms that when we have a new customer onboarding, we can pre-populate the company name, address, etc.. that will then transfer over to the rest of the documents so that the customer doesn't have to worry about it themselves. On the first form, there would be a data field that the customer populates and then it populates the similar field on the forms that follow to speed up the whole process. It would also be great for the forms to all be sent as pdf’s to us and the customer at the end of the process. Any suggestions or thoughts?
- jedcadornaAnswered on September 18, 2014 at 12:13 PM
Prepopulation is possible but just want to confirm how you want to use the prepopulation method. Here's my question let say you have 4 forms, form 1 will be the form that the user will fill, now you wanted the some fields from form 1 to populate to form 2, form 3 and form 4?
If this is how you want the prepopulation to work then this is not possible from what I know because our prepopulation method uses URL and it only allows you to have single URL so it's like an 'Origin' and 'Destination' form.
You can review more about prepopulating values to other form via URL http://www.jotform.com/help/71-Prepopulating-fields-to-your-JotForm-via-URL-parameters.
- millennialtransportAnswered on September 18, 2014 at 01:41 PMWhat about if it is technically a part of the same form? So for instance, you fill out a section of the form on page 1, would I be able to have those same fields on pages 2,3,4 populated with what was on the first page?
- BenAnswered on September 18, 2014 at 02:31 PM
Yes, if the forms are all in a single jotform conditions can be used to fill out other fields as user is typing them, with or without the user being aware of those forms.
After setting it like that you could set the email submissions to notify each entity differently, so for example the user filling out the forms gets email containing data found only on 1 form that he filled out, another email to you with the form elements that you require and so on.
Thing is here that you would have all of these fields set together and saved under the same submission so any pdf that you get would hold all of this data together.
You could achieve this however by using some PHP code on your site and then setting the form filled out by your client to notify this php script which would then do the rest.
Do let me know if you must have the pdfs (if the emails alone would not work) and if so can you please tell us a bit more about the actual forms so we might find something that will work for you.