Creating a link for the form to be completed by the customer

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    Asked on March 13, 2015 at 10:17 PM


    I have been reading up on how to save forms that are partially completed and you want to supply the client a link to the partially completed form, for them to continue and submit in their own time.

    I'm really struggling with this as I have been reading two types of method and not sure what is causing my forms to link to a different form ID number even though the link ID is not that one?

    What we want to be able to do is send the first email to the client from the fist form with a link embedded in it. We will complete part of the form but not actually submit it ourselves.

    Am I correct in thinking there are two methods here:

    1) A form never submitted but need access to edit it in a partially complete stata

    2) A form which has been submitted but you want the customer to be able to access and edit it again later

    I'd like to know the method for both or are they the same?


    One reference was :

    But this works by providing an Edit_Link in the Email Alerts, so how do we let users who made an earlier submission have the capability to update their submission now?

    You can use this kind of formatting in a link instead:

    Blue highlight: I made a sample submission in my form, it includes the Edit_Link field in the email content, I checked the link and that's how it is formatted. Please check yours.

    Green highlight: This is the Form ID to where the user filled out his/her form

    Pink highlight: This is the Submission ID, you can find it in the Submissions setting under "My Forms"->Choose form->Click the Submissions button

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    Answered on March 14, 2015 at 05:31 AM

    Hi Jason,

    Both are different.

    1. With the save form to continue later, data are saved using session parameter but not yet submitted. User can complete the form on a later date by opening the form URL with session parameter. Once the user submits the form, session data will be cleared.

    2. If you want users to update the data they have submitted to your form, you can use the {edit_link} method, this will generate the edit link on email. Or you can construct it manually using the following format.{id}&mode=edit

    Simply replace the form ID (the long string numbers) with your form ID. The {id} variable will be automatically replaced with the submissions ID.

    If you have further questions or if you need help, let us know.