I have a saved form in "My Forms", but cannot access it for use?

  • ggcarrier
    Asked on August 26, 2015 at 7:43 AM

    As above: "My Form" is showing, but I don't seem to be able to access it for use on our site?

  • Ben
    Replied on August 26, 2015 at 8:30 AM

    I presumed at first that the issue is that you can not access your form to make edits to it from within the Form Builder on /myforms/ page.

    Looking at the last part of your post, I presume that the issue is actually that where your form is not showing on your site - or something similar to that?

    Can you please give us more details and relevant URLs so that we can inspect the issue and help you resolve the same?

  • ggcarrier
    Replied on August 26, 2015 at 9:45 AM
    Hi Ben
    Thanks for your immediate response-Very much appreciated.
    In fact, as i am new to your site & still "finding my way around it", I have since gone into My Account & History. The following is showing, which is possibly whuy I can't see my own form, because I altered this from an existing tenmplate, athough, it is showing on the link:
    Wed, 26 Aug 15 - 12:31

    You have updated Appointment Request Form
    Thank you & kind regards
    Graham Carrier
    UK
    ...
  • Ben
    Replied on August 26, 2015 at 10:17 AM

    Based on what you have mentioned Graham, I presume that you mean this form: http://www.jotformeu.com/form/52374200400337?

    It seems to have "Click to edit this text..." as its title and that it is also under the folder Request Mortgage Advice.

    Do let us know if that is correct - if that is the form you are looking for?

    If it is, you can simply double click the "Click to edit this text..." to change the title of your form, if not, please feel free to give us more details and we would be happy to assist :)

  • ggcarrier
    Replied on August 26, 2015 at 11:45 AM
    Hi Ben
    I actually re-did form from new (the practice is always good), & all seems ok.
    However, can I please ask: "How do i create a customer receipt (email letter acknowledging customers interest)? I've looked through "Form Widgets", but cannot seem to find? Please can you direct me.
    Thank you & kind regards
    Graham
    A-ZMortgage (InkViro.net- test Domain)
    UK
    PS: SO FAR A VERY IMPRESSIVE SITE/SERVICE, & i WILL BE TELLING ALL ABOUT IT
    ...
  • David JotForm Support
    Replied on August 26, 2015 at 1:03 PM

    These are our guides on setting up email notifications.  The first is on setting up notifications sent to you:

    http://www.jotform.com/help/25-Setting-Up-Email-Notifications

    The second is how to setup notifications to the users filling out the form:

    http://www.jotform.com/help/26-Creating-a-Form-Autoresponder

    The first will be sent to the same email address every time and the second will be sent to an address entered in the form while filling it out.

  • ggcarrier
    Replied on August 27, 2015 at 2:45 AM
    Hi Ben/David
    Thanks for your reply re: Form-Autoresponder. I see this captures all the form data. However, I wish a more personalised acknowledgement of the clients interest in our service, as per the attached word doc (Please see). Can I delete all fields except, of course, clients "Full name", and:
    Insert both our logo image (Jpg)TextOr will I be deleting all fields necessary for autoresponder email with clients necessary answers? I.E. Do I need to set up a separate (2nd) Autoresponder for this intended personalised reply to client?
    As ever, your advice and support is much valued, & I thank you in advance for your help & support.
    Kind regards
    Graham Carrier
    A-ZMortgage
    UK
    ...
  • KadeJM
    Replied on August 27, 2015 at 8:23 AM

    Unfortunately, we are unable to see the attachment which you have provided. 

    Can you please re-share it with us by sending it to our support inbox at support@jotform.com with a reference to this thread?

    For the email notification and the autoresponder the submission data template that is there to display a copy of the received data is indeed fully customizable so that you can modify it to display only the data you want to view or have seen. Both are similar but would need to be set up separately.