How to transfer data from one form to another

I have looked at various posts on this but I have failed to grasp the idea.

Can you please help with my two forms, they are under construction but the bones are there.

I want to pass the name fields to the embed form so that when they click on pay by bank transfer the user name can be seen, both on the form and in the notification and responder

 Primary url is https://form.jotformeu.com/33492518952361

Embeded url is https://form.jotform.com/53011562003942

Do I leave the Submit Button on the embed form and will it submit all the data on the primary form. I assume that one of the two Submit buttons has to be removed.  

Willy Scott

Hi,

You can pass form data by different methods. In your case, I believe this is how it will be setup:

Form 1: https://form.jotformeu.com/33492518952361 

Form 2: https://form.jotform.com/53011562003942 

1. First, you'll need to get familiar on how to prepopulating form URL parameters: http://www.jotform.com/help/71-Prepopulating-fields-to-your-JotForm-via-URL-parameters 

2. Now, I believe this is what you would like to do:

You want to pass the driver's full name in Form 1 to the full name field in Form 2.

3. Your users need to click the submit button in Form 1, but we will redirect them to Form 2 using conditional logic. Here's a guide that you can follow: http://www.jotform.com/help/317-Configuring-Change-Thank-You-URL-after-submission-condition.

4. However, you'll need to use the prepopulated link in your "Thank You" link to directly pass the value of the driver's full name to the other form. The correct URL would be this:

https://form.jotform.com/53011562003942?fullName[first]={drive:first}&fullName[last]={drive:last} 

Yellow highlight: This is the field name of the target field that you want to prepopulate, here's a guide on how to get the field name: http://www.jotform.com/help/146-How-to-find-Field-IDs-Names 

Blue highlight: This is the field name of the field value to where we want to get the date.

5. You can use that link and see how it works. However, if the form is embedded, then you'll just need to change the link to the website's own link. Example:

https://www.mywebsite.com/page1?fullName[first]={drive:first}&fullName[last]={drive:last} 

Make sure also to use our embed codes found under the "Publish" button. 

Here you can copy the different embed codes, paste it on an HTML part of your website page.

Do let us know if you need more help on this.

Charlie

Thanks for the info on that all need is a few hours to digest it all.

Willy Scott

On behalf of my colleague, you're welcome.

Feel free to let us know here if you come across any issues.

Cheers!

As time is not on my side on this and I've got to get it to work without fail I have gone with setting up two Forms with different links on the Web Page. But I will use this later on another Form.

I have another issue with trying to set conditions in the PayPal form but I will start another thread on this.

Willy Scott

Thank you for the update, Willy. I see that my colleague has responded to your other thread here  http://www.jotform.com/answers/694220. Kindly check. Thanks!

I have returned to this after a couple of months and am not sure how this actually works or should work.

Can I explain again what I want to do this time along the same lines. A new thread might be in order here as it is not exactly the same thing but very similar, here goes...

As we do not have a credit card facility but we have got access to our main club's manual credit card system via their staff we want to be able to prepopulate some of the input data to another form. Form one Contains the Full Nam, the address and amount to be paid by the user to the main club and rather than the user having to re-enter Full Name , the Address and the amount due, they will probably get the last one wrong, we need these three bits of data repeated in Forms 2 and 3.

The Email address appears in Form 3 just to give a link between both Form 2 and Form 3 as the person receiving these does not get Form 1  

Regards Willy Scott

The forms in question are -:

Form 1 
https://form.jotform.com/mgcaledonian13/clone-of-clone-of-mgc-register-50th 

Form 2
https://form.jotform.com/62066872532963

Form 3
https://form.jotform.com/62067243168961

Form 1

Form 2

Form 3

Hi Willy,

Transferring the data from Form 1 to both form #2 and #3 is very much possibel using pre-populate method.

May I ask if the person using Form #3 will be using or have access to Form #2 as well?

We need to understand how the workflow is so that we can properly setup Form #1 to pass the data to the 2 next forms.

We will wait for your updated response.

Thanks.

May I ask if the person using Form #3 will be using or have access to Form #2 as well?

Yes the person accessing Form #3 will have access to Form #2 but not Form #1

So as there is no confusion I would like both forms to sent individually so that they receive two Notifications.

Willy Scott

Just to be clear, this is the workflow you are looking for.

User fills out form 1, data is collected, notifications are sent, user is redirected to form 2 with email address, name, address and amount due passed from form 1.

User fills out form 2, data is collected, notifications are sent, user is redirected to form 3 with email address, name, address and amount due passed from form 2.

User fills out form 3, data is collected, notifications are sent, user is redirected to the thank you page.

Also, the URL of your first form no longer looks to be active, is this still the same form?  Let us know if the above is correct and we will help with the thank you page URLs.

Yes that is all correct

This is url of the first Form. It is still active, I have just tried it at 21.10 GMT 

https://form.jotform.com/mgcaledonian13/clone-of-clone-of-mgc-register-50th

https://form.jotform.com/mgcaledonian13/clone-of-clone-of-mgc-register-50th

Just checked this again and found OK. It may have been a underscored space at the end of the URL that made it inactive.

Willy Scott

I had a closer look at your forms and to pass data from one form to another, the next form in the chain needs to have a similar field.  For example, if you would like to pass the total cost from form 1 to form 2, you would need a number or text box field in form to to receive the data.  Currently, there is no such field in your second form:

On a side note, we do not allow for the collection of credit card details directly through forms.  I recommend removing the credit card number field from your form to prevent our system from suspending your account.

David

Thanks for looking at this for me. 

I quite understand your side note and I do remember that I read that sometime ago. I do realize that there is a possibly security risk here but I thought that splitting the details over two form might have been acceptable, comment please! 

I will rejig the form and maybe you could continue with the support later as I did ask the question some while ago but did not really understand the process.

Willy Scott

We do not allow creation of fields that ask for sensitive information like credit card details, bank information, login credentials, passwords and the likes. Splitting them will have no effect and will not make it acceptable, this is mentioned in our terms of use. Please do read our terms here: http://www.jotform.com/terms/ 

If you will be asking for payments, it is a MUST to use our payment integrations, here's the list of payment integrations that we currently support: https://www.jotform.com/help/323-Mastering-Payment-Form-Integrations-with-JotForm 

To learn more about setting up an order/payment form, please check the following guides: 

https://www.jotform.com/help/47-Order-Form-Basics 

https://www.jotform.com/help/49-Order-Form-Types 

https://www.jotform.com/help/165-Setting-Up-Your-First-Order-Form 

Now with regards to prepopulating your form fields, you will need to redesign your forms first, as we have mentioned that it is not allowed to ask sensitive information using plain form fields, you might need to have a different approach for this. If you have a finality on your forms fields, design and workflow, please let us know and we will help you further. 

You can also refer to the links I posted way back on 2015. They are still applicable in this case. I did create a new guide that allows you to transfer data from one form to another via URL parameter, here's the link to that new guide: https://www.jotform.com/help/351-How-to-Automatically-Pass-Form-Data-to-Another-Form 

It takes time to understand but it'll be easier once you have a hang on it, it will also be beneficial as it will allow you to make further changes.

I hope that helps.

Thanks for your help on that.

I do understand the reasons for not allowing "sensitive" information to be entered on a form.

The more I look at the guide the clearer it becomes, I'll go through it all again.

I do appreciate your help.

Willy Scott