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JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

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We believe that if one user has a question, there could be more users who may have the same question. This is why many of our support forum threads are public and available to be searched and viewed. If you’d like help immediately, feel free to search for a similar question, or submit your question or concern.


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    How do I insert an embedded document in my current jotform that is required to be viewed? Ex. Customer Intake form having a release req. to be viewed

    Asked by EGeisinger on November 10, 2014 at 03:06 PM

    I have 2 jotforms currently.  One is a customer intake form.  The other is a release of liability form.  I would like to have the release form embedded in the customer intake form and has rule built in to it requiring the person to view the release before it will allow them to hit the submit button.

    Page URL:
    http://www.doggydates.info/#!new-owner-info-form/c22pvthisistheintake

    JotForm document and form embedded
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    JotForm Support

    Answered by Kiran on November 10, 2014 at 04:14 PM

    I understand that you want to have a rule to require the person the release agreement before submit the submit button. I see that the agreement release form fields are already placed inside the other JotForm. At the moment, I am thinking of having a checkbox with conditions to hide the submit button. Please see the following JotForm if that works for you.

    http://www.jotformpro.com/form/43136416469963 

    Please let us know if you are looking for something else. We will be happy to help.

    Thank you!!

     

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    Answered by EGeisinger on November 10, 2014 at 05:26 PM

    Almost. 1. I'm looking to have the release portion hidden behind a link and the customer clicks the link to open the release and then click the checkbox. 2. But they would not be able to click the submit button unless they have clicked the checkbox.

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    JotForm Support

    Answered by Kiran on November 10, 2014 at 05:56 PM

    Using form collapse can be the viable solution using built-in features of JotForm in this case. The agreement and the check box is enclosed in a section which will be hidden inside the section. Clicking on that, the agreement shows up on the JotForm and the user needs to click the checkbox and then proceed with submitting the JotForm.

    Since the checkbox is made required field, without checking this field user cannot submit the JotForm. If he tried to click on submit, it shows an error as below :

    Please check the updated JotForm now and let us know if you need further assistance.

    http://www.jotformpro.com/form/43136416469963 

    You can clone this JotForm to your account and make necessary modifications.

    Thank you!!

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    Answered by EGeisinger on November 12, 2014 at 08:24 AM

    That's exactly what I need.  Thank you

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    Answered by EGeisinger on November 12, 2014 at 10:20 AM

    Well, I added it and it was great.  But then I needed to have the number of dogs dropdown to default to 1 rather than blank and after i did that, it got screwy and started added all kinds of fields that shouldn't be there.  But I can only see those fields in the preview, I can't see them on the editable form itself to be able to take them out.  Can you take a look and see?  

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    JotForm Support

    Answered by Charlie on November 12, 2014 at 10:50 AM

    Hi,

    Upon checking your form, I see that there are some missing fields and errors in your condition, this might be causing the problem.

     

    If you scroll down, there are also a couple of missing/deleted fields that might be causing the problem.

    Please do check and fix the conditions you have and try again the form.

    Let us know if this works.

    Thank you.

     

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    Answered by EGeisinger on November 12, 2014 at 10:55 AM

    I don't understand.

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    JotForm Support

    Answered by Kiran on November 12, 2014 at 11:21 AM

    I see that the number of dogs is defaulted to 1. It seems normal to view the JotForm at my end. Could you send us a screenshot of the issue that you are looking at? This would help us in investigating it.

    Also, as Charlie mentioned I request you to take a look at the conditions set on the JotForm as well to see if that causes the issue.

    Thank you!

     

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    Answered by EGeisinger on November 12, 2014 at 12:59 PM

    Is there any way I can email them directly to you because they are detailed and their are 5 of them.

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    Answered by raul on November 12, 2014 at 01:25 PM

    Hi,

    You can add the screenshot here by following this guide: https://www.jotform.com/answers/277033-How-to-add-screenshots-images-to-questions-in-support-forum or if you want to do it by email you can send it to: support@jotform.com

    I also took a look at your form and came up with this version: http://form.jotformpro.com/form/43155113591954 with fixed conditions to achieve what I think you are looking for.

    Either way, please take a look at it and let us know if this works for you. If it does feel free to clone it.

    Thanks.

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    Answered by EGeisinger on November 12, 2014 at 01:35 PM

    no, that just made it worse.  sorry.  i tried attaching the screen shots and it didn't work.  i followed those instructions exactly.  don't you have a screen sharing option or something so i can show you.  

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    JotForm Support

    Answered by Kiran on November 12, 2014 at 02:24 PM

    Please send us the screenshots to support@jotform.com with a subject line 'Forum - 456951'. We'll take a look at the issue and provide you with necessary assistance.

    Thank you!!

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    Answered by EGeisinger on November 12, 2014 at 02:37 PM

    Thanks.  I'm sending now.  

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    Answered by EGeisinger on November 12, 2014 at 10:38 PM

    Thank you but I just went ahead and re-did the form.  It's exactly as we wanted it now.  Thanks again.