Does JotForm pre-fill fields like - phone number and contact name -

  • Profile Image
    sjenness
    Asked on September 20, 2015 at 09:53 AM

    I am in the process of setting up a data verification program.  The form I use must be able to pre-fill contact data on the customer's we are calling.  further, I need the updated data, collected in different fields, to be captured in the same database as the pre-fill fields.

     

    Can you help me with this?

  • Profile Image
    Chriistian
    Answered on September 21, 2015 at 01:45 AM

    Hi,

     

    You can pre-populate fields in your form using URL Parameters. You can check this link for an example on one of your forms - http://www.jotform.ca/form/42741934174255?fullName1[first]=John&fullName1[last]=Doe&phoneNumber5[area]=123&phoneNumber5[phone]=4567890. For more information, you can check this article: Prepopulating fields to your JotForm via URL parameters.

     

    Do let us know if you need further assistance.
    Regards.

  • Profile Image
    sjenness
    Answered on September 21, 2015 at 08:47 AM
    Chriistian,

    Thank you for the quick response.

    My data source will contain 1,000-10,000 customer names and addresses for my people to verify during a phone call. How can I use this to pre-populate
    These records so my people can access them via the web?

    You solution is for single records only (or so it seems).

    Any help for this one?
    Steve

    ...
  • Profile Image
    david
    Answered on September 21, 2015 at 01:15 PM

    Unfortunately, it is not currently possible to have the form query an outside source.  You can pre-fill a form using the method referenced by my colleague or you can use conditions to update fields, based on selections made in other fields:

    http://www.jotform.com/help/57-Smart-Forms-Using-Conditional-Logic

    This would require a condition to be setup for each person to pre-fill the rest of the form with their data.  For 1,000-10,000 entries, this is not something that would be very reasonable.

    You could collect the data through your form, then have it forwarded to a Google Spreadsheet:

    https://www.jotform.com/help/228-How-to-Integrate-Form-with-Google-Spreadsheet

    This would allow your people to verify the address and name via the spreadsheet.