How to Prepopulate a Form

Hello!

I'm looking to accept registrations (collect vitals/contact info and payments) with "Form 1", and then when complete grant access to "Form 2"

I want "Form 2" to pull all fields from "Form 1" (I've found how to do that, very simple and smooth).

My questions are:

1. Once user has completed Form 1, does the link sent have to be to the form or can it be a private page link on my website which has Form 2 Embedded on it. I'm thinking this option is likely not possible while still pulling that user's info from Form 1.
2. Is there a solution that allows the user to save the link for Form 2 and make it a 'work in progress'? meaning complete some now, save their progress, and come back later?

the use case is that I am selling work assessment and review. Clients are paying in advance for the assessment, and then being granted access to the form which allows them to upload their work on their own schedule.

I'm concerned about ensuring that access to Form 2 is restricted only to those who completed Form 1.

Hope that makes sense?

Thank you!

Hi Beach_Jeb,

Thanks for reaching out to Jotform Support. To answer your questions:

1. I think a better solution for you to do this is prefilling the data with URL paramters and have the link be shared on the thank you page, or in the email alerts. This will let your user proceed with the process on form 2. This is an old method but this works having a better solution in the automation process. You can check out this guide for more information.
   
   Just let us know if you need help with this.
   
   
2. For your 2nd question, following the method mentioned in the first one, I believe also solves the issue here.
   
   It's also possible to just add an extra field in your 2nd form and just set a condition parameter that in a sense will act as a passcode for users to proceed with the 2nd form.

To have a clearer approach to this, maybe you can share with us the link to the two forms and we can give you a more tailored answer on how to make this happen.

As soon as we hear back from you we'll be able to help you with this.

thank you this all makes sense to me only the final part about the extra field and condition parameter as a passcode. I understand the concept but i'm not clear on how I would execute.

also, if i follow your suggestion for first option, can it link to an embedded version on my own website, or does it have to go to a jotform.com url?

Hi Beach_Jeb,

Thanks for getting back to us. Unfortunately, your forms are Private so I am unable to access them. So instead, I will create a simple form that will demonstrate the passcode that my colleague suggested. What we will do is do hide all the fields using conditional logic on the second form and it will only be visible if the user entered the correct value on the text field. Let me show you how:

1. In Form Builder, add a Short Text field that will be used to enter the passcode.
2. Select the form fields that we will hide and click the Gear icon.
3. Go to the Advanced tab and toggle the Hide field button to ON.

4. In the orange navigation bar at the top of the screen, click on Settings.
5. Click on Conditions on the left side of the screen.
6. Select Show/Hide Field condition.

7. Add this condition that will show the hidden field if the correct value is entered on the Short Text field:

8. This second condition ensures that the user won't be able to submit the form if they don't enter the correct passcode.

Check out the screencast below for the result:

As for your other question, it is possible to prepopulate an embedded form. You can check out this related article on how you can do this.

Reach out again if you have any other questions.

Thank you! I did make the forms public now if that helps.

So, in the password field option, I would apply the process you've demonstrated to any/all fields i'd like hidden. Is that correct?

Another Question regarding the password: must it be a single, universal password for the form, or is there a way to provide a unique password assigned to each user? (associated to each user's unique email address for example)

Hi Beach_Jeb,

Thanks for getting back to us. Let me answer your question one by one:

So, in the password field option, I would apply the process you've demonstrated to any/all fields i'd like hidden. Is that correct?

• Yes, that is correct. You can apply the process to all the form fields that you want to be hidden.

Another Question regarding the password: must it be a single, universal password for the form, or is there a way to provide a unique password assigned to each user? (associated to each user's unique email address for example)

• You can do all of them. But I suggest just using a universal password. This is because you will need to create mode conditions that will show the hidden fields based on the passcode that the user provided. Check out the screencast below for an example:

Let us know if you have any other questions.

Thank you. A couple more questions:

1. In theory, with a universal password, could a user share the link and password with someone else granting them access and ability to upload?
2. If I use a pre-population link, could I make the pre-populated fields on form 2 non-editable by user? I'm thinking if that's possible, then that solves the first concern as only the original user's info could be uploaded.

Hi Beach_Jeb,

Thanks for getting back to us. Let me answer your question one by one:

In theory, with a universal password, could a user share the link and password with someone else granting them access and ability to upload?

• Yes, they can share the password with other users and those users will be able to access the form.

If I use a pre-population link, could I make the pre-populated fields on form 2 non-editable by user? I'm thinking if that's possible, then that solves the first concern as only the original user's info could be uploaded.

• You can change the fillable fields that were pre-populated to Read-only so that the form users won't be able to edit them. Let me show you how:

1. In Form Builder, select the fields that you don't want to be edited and click the Gear icon.
2. Go to the Advanced tab and toggle the Read Only button to ON.

That's it. Let us know if you have any other questions.

Thank you for your response. Unfortunately, I am unable to access your private forms. Instead, I will create a simple form to demonstrate the suggested passcode by my colleague. Here's how it will work:

1. In the Form Builder, add a Short Text field for entering the passcode.
2. Select the form fields you want to hide and click on the Gear icon.
3. Navigate to the Advanced tab and turn on the option to hide the field.