- ChristineAsked on March 05, 2015 at 10:34 AM
We are transitioning from FormsCentral would like to use JotForm for our grant application process. This process involves two steps: a Letter of Intent (LOI), and then a full proposal from invited applicants.
There are some duplicated questions on the two forms (the LOI form and the proposal), which in FormsCentral we minimized using logic rules (i.e., "Has your mailing address changed in the last 60 days?" and if they say no, they move on to the next section). Bit there are instances where this doesn't work, like when we ask the same or a similar question. We've always told applicants just to copy and paste, which is not ideal and may not always be possible.
I like that JotForm lets form submitters revise their form after it's been submitted. I was wondering if I could put that to work to reduce the amount of duplication.
Is it possible to close the Letter of Intent form, select the applicants to invite to make full proposals, add the proposal questions to the LOI form, and allow the invited applicants to access their already completed LOI form with the new questions that they can then fill out? (Does this make sense? If not, please let me know and I'll clarify.)
- BenAnswered on March 05, 2015 at 12:24 PM
Hi Christine and welcome to JotForm.
If I have understood you correctly then the answer would be yes.
Now in order to make sure that we are on the same page I will tell you what I understood:
1. You would like to have 1 jotform that is filled out and submitted
2. once you make a selection who should proceed and add a bit more data, you want them to add this data next to the already existing data on that form
3. when they go to edit it a new set of options should be available
Now you can achieve this with ease if you use multiple pages.
The way I would set it up is to show some fields (1st step) and a submit button and then detect if the form is being edited and show other fields as well if so.
I made a quick example. Please fill it out and the email with the edit link will be sent to your inbox, what will allow you to can check the rest of the steps as well.
Do let us know if that is what you were after.
- mulvincAnswered on March 05, 2015 at 01:02 PM
Thanks for the quick reply!
You understood the situation correctly, and I filled out the test form.
I received the email, but when I clicked on the "edit submission" link in the email, I got the same form as before; the new fields weren't there.
Did I miss something?
- BenAnswered on March 05, 2015 at 02:44 PM
No, you are correct Christine. You are correct about the second page. The reason is that the edit is not being detected - or better to say as the data is retrieved from the server the part that would have detected it is not detecting it any more.
You can see the hidden fields if you access the jotform like this: http://form.jotformpro.com/form/50634639423961?mode=edit
I will need to think of a way how to do this, but for now the alternative seems to be the use of 2 different jotforms:
1. first for all aplicants
2. for the select few.
You can use this tool: PrePopulate Fields and populate the second form with the details submitted in the first one and send them the link that was provided by the tool - if you need to pass some info to that new form.
This involves some manual work as well, but it can be used until we see an alternative and something similar to the first example.