- mbolgarAsked on November 09, 2011 at 08:25 PM
Is it possible to embed an edit link right into a form. Actually, what I'm really trying to do is, have the Edit Link saved in a PDF file. This way when the PDF file is opened, the Edit Link can be clicked, so that the form can be updated with changes easily.
- JotForm SupportidarktechAnswered on November 10, 2011 at 03:19 AM
Sorry to say but that's not possible in JotForm at the moment. The only best way to do that is to setup and autoresponder and add your edit link but this can only be edited through form not on PDF, might not be the right one that you are looking for but that's the real use of edit link. I hope you've understand. Thank you!
- mbolgarAnswered on November 10, 2011 at 09:50 AM
I am not interested in editing the PDF file itself. The only thing I wan't to have is the Edit Link in an easy to find place. Here is our use case:
(1) Sales rep brings up a form on the computer. (I can give them a shortcut to create a new form)
(2) The customer will fill out the form.
(3) The form gets saved as PDF in our Dropbox.
(4) Next time the same customer comes back, the sales rep needs to be able to click on something to bring up the existing form that the customer originally filled out.
(5) Customer makes the updates on the form.
(6) The form gets saved as PDF in our Dropbox.
The problem I have is with step 4. ... How can I make the Edit Link easily available to the sales rep (in Dropbox or PDF file), so he just simply clicks on it to bring the form for editing? The sales reps are not technical at all, so copying/pasting/saving the Edit Link into a HTML/Word or shortcut is not an option.
I'm not sure what "autoresponder" is... can you ellaborate?
- JotForm SupportMike_TAnswered on November 10, 2011 at 05:17 PM
Thank you for detailed explanation.
Unfortunately, it is not possible to include the edit links to the PDFs. However, you can use email alerts to get them.
I would suggest creating email account for your sales representatives, then create additional email notification with the edit link related to this sales email. If you would like to send edit links to your customers, you can also create email auto-responder with the edit link.
In this case your sales representatives will be able to find the links in email notifications.
Please note that when the submissions is edited it will not upload new PDF to the Dropbox. This feature is still under development and will be implemented in the future. However, after updating submission you will get a new email notification, information also will be updated on our site.
Please feel free to contact us if you need any other assistance.
- mbolgarAnswered on November 10, 2011 at 07:46 PM
Thanks for the response. I do have the emails setup with the edit link. This works for a few customers, but once we get hundreds of customers with several different forms, the searching in emails becomes tedious.
If we have to resort to searching, I would rather get them to log into JotForm and do the search in there. The only problem I have with this solution is the "Edit" button. It doesn't put the form in full screen mode, so it's not very professional looking when handing it over to the customer to update. I wish there was an Edit button on this page that does the same thing as the Edit Link in the emails.
Thanks for the heads up about Dropbox not being updated after a form is edited.
- JotForm SupportliyamAnswered on November 11, 2011 at 02:03 AM
If the email recipients for your email notification has a search feature (such as gmail and yahoo), I don't think it is necessary for the sales rep to login to your JotForm account. Simply search for a name or a specific email address and it will show results.
If the purpose of the searching is to just find results, you can set your submissions page to public, you will only have to set a password for it for other users to access. Only that you cannot edit it from there.
Or you can just create a report and then choose grid listing or HTML table listing
Another possible alternative (requires PHP/MySQL programming skills): You can setup your own database and forward your submissions there. That way, you can add some details such as an edit link in your database for the sales reps to access without logging in to JotForm by manually creating an edit link and have it inserted to your database as well.
Here is the structure of the edit link:
https://www.jotform.com/form.php?formID=[form ID here]&sid=[submission ID here]&mode=edit
You can learn more about how to insert data to your database from this link.
- sunilvAnswered on December 16, 2011 at 12:01 AM
I'd like the edit link to appear on my reports too. It sounds like that is notpossible based on the answers above. But is it possible to get the submission ID and on a report? I could then use that to make recreate the edit link. Thanks, Sunil
- JotForm SupportMike_TAnswered on December 16, 2011 at 05:41 PM
It might be not possible due to security reasons. I have created a feature request ticket to see if we can help you with this.
We will update this thread once we get any more information on this.