- sjennessAsked 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?
- JotForm SupportChriistianAnswered on September 21, 2015 at 01:45 AM
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.
- sjennessAnswered on September 21, 2015 at 08:47 AMChriistian,
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?
- JotForm SupportdavidAnswered 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:
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:
This would allow your people to verify the address and name via the spreadsheet.