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    How can I create a form with selectable boilerplate paragaphs?

    Asked by Larry Fine on November 20, 2015 at 02:31 AM

    I want to send personalized advice to clients who request help on particular subjects. I want to create a form with boilerplate paragraphs on a wide range of subjects frequently asked about by my clients. When I receive a question or request for help, I would simply check off the boxes of the paragraphs that apply, and send the form to the client. Only the checked-off paragraphs would appear on the response received by the client. Note that the paragraphs need to be capable of being formatted with bold, italics, etc., and with hyperlinking. I'm unclear how to set this up with Jotform. Can someone help me?

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    Answered by Sammy on November 20, 2015 at 03:09 AM

    Hello Larry,

    Unfortunately we do not have the provision where you can predefine a list of question that are already formatted then select the specific ones to be sent to the the user.

    This is because the HTML text element that allow entering of formatted text cannot be included in the email notification because it is not a user input.

     

    On the other hand the text are which can take user input only allows formatting of the text from the form and not on the builder side, so the predefined questions can be put but the formatting will have to be done manually by inputting text with HTML tags in the default value page.

     

     

    Based on the number of question you can use checkboxes and field conditions to show/hide them based on the selection.

     

    You can then edit you email notification accordingly, hidden fields wont appear in the notification.

     

    Here is the sample form I have used for the demo https://form.jotform.com/53231132784955

    You can clone it to your account for review of the conditions and probable setup

    Let us know if you need further clarification and guidance.

     

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    Answered by pianobook on November 20, 2015 at 03:33 AM

    This is an interesting workaround, and I will try it. Thank you. Since each form will be sent to a different recipient (the reverse of the usual), how/where should I publish this form? Would it be better to simply send the form each time directly from the preview function on Jotform, so I can easily edit the recipient's email address, or is there a better way?

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    Answered by Sammy on November 20, 2015 at 03:51 AM

    The ideal way will be to have an email field in your form where you type the recipient address, then in the notification pass the name of this field as the recipient of the email, that way the notification will be sent to the specified address.

     

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    Answered by pianobook on November 21, 2015 at 01:34 PM

    When I'm using HTML tags in the default value area for use with a text area, can I include {a field name} to have certain fields inserted automatically?

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    Answered by pianobook on November 21, 2015 at 05:45 PM
    Another question: I guess I'm a little confused about show/hide. Is it
    possible to show a field on the form, but hide it from the email
    notification, that is, from what is submitted? In the earlier example you
    gave, I would want to show "Include Question 1" on the form, but not on
    what is submitted to the client.
    ...
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    Answered by pianobook on November 21, 2015 at 05:45 PM
    I just found the answer to this question. No need to answer.
    Larry
    ...
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    Answered by Sammy on November 22, 2015 at 03:55 AM

    Happy to hear you found the solution, if you do require further clarification please let us know.