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How can I add hide options to my Purchase Order form?Asked by tnorth on July 14, 2015 at 08:21 AM
We are creating a portal for very specific product requirements which I am having trouble programming.
Esentially, my company sells products where some may be bought with each other and others not. I was able to completely do the form using the 'Conditions' feature, hiding products until certain selections were made, and showing different options depending on the products chosen at each stage - the problem here was it is what the company already uses, a product order form where a quote is built but has to be manually priced.
An analogy to think of the requirement may be similar to thinking of a Pizza Takeaway: You must begin by selecting type of pizza (thick, thin, deep pan etc.), then select sauce (tomato, bbq) - where two sauces may NOT be bought together. However these selections then lead you on to toppings which may be bought together, and may not.
As the purchase order has been specifically designed in flow charts that I am trying to develop the portal from, it is key that certain products do not display until others have been selected.
Please - if anyone can help me with the conditions here or guide me to a more customisable Purchase Order form then it would be massively appreciated!
That should be possible, but you'll need to recreate your products using plain form fields. Basically, this is what we will need to do:
1. Recreate the products using plain form fields like drop down, check boxes, radio buttons, text boxes, depending on how you would like to present them.
2. We will using conditional logic to show/hide the items, you can also add calculation values on options by following this guide: http://www.jotform.com/help/301-How-to-Assign-Calculation-Value.
3. After assigning values, you can calculate the total by using the form calculation widget. Here's a guide on that: http://www.jotform.com/help/259-How-to-perform-calculation-in-the-form.
4. After you have the final total price, you can pass it directly in your payment integration by following this guide: http://www.jotform.com/help/275-How-to-pass-a-calculation-to-a-payment-field.
If you need more help assistance on this, please do let us know and we will be glad to help you on creating your form. But please do check the links I shared on the method I suggested above.
Hi there I have another question: How can I add quantities to certain items, using this method, and is it possible to add rental prices too? We offer some products which have an initial installation cost and then recurring rental costs each month.
Are you setting up an automated recurring charge using Paypal or other payment processors?
The Purchase Order field does not automatically charge your customer, this is usually used if you want to charge your customer via wire transfer or check.
The method above works to purchase products with custom amounts, unfortunately it is not setup for recurring charges, if you'll use the Purchase Order field and you'll use the custom amount, then you'll need to manually monitor rentals instead. I assume that's how you would like to set it up.
For the quantity field, you can add a "Number" field anywhere and add it in your calculation. Here's an example form that I made: http://form.jotformpro.com/form/51944615667970?.
You can also check this guide on how to setup your recurring payment form if you will not use the custom amount option: http://www.jotform.com/help/166-How-to-setup-a-recurring-payment-option.