- indianacrcAsked on December 23, 2015 at 08:02 PM
I am trying to create a sales order with jotform. What I want to do is have our agents create a quote (form 1), which auto responds to them and the client the quote is for. Then I want the clients to click a link or just enter in one or more (if possible) "criteria" fields to prepopulate all of the other fields in the sales order form (form 2). Form 1 will not be embedded in a webpage, form 2 preferably will.
I have form 1 figured out and form 2 will just be a duplicate with a PayPal option added, except form 2 needs to not allow any changes to the form, just simply review and pay. Ideally they will pull the submission data via multiple criteria: Invoice Tracking Number, Company Name, Agent Number. Once those data fields are entered in it will pull the values associated with that submission search. Invoice Tracking Number is the minimum, prefer to have all three of those entered before it pulls the data.
Is this doable with an application? Or do I need to look at MySQL/Database or PHP or something along those lines?
Thanks for all of the help, appreciate all that you guys do!
Form 1 is located :https://form.jotform.com/53567314720151
Form 2 is located: https://form.jotform.com/53567292987171
- JotForm SupportKevin_GAnswered on December 23, 2015 at 09:50 PM
Thank you for contacting us.
If I can understand your request, you want to populate the second form with data entered on the first form, you can do it by following this guide : http://www.jotform.com/help/351-How-to-automatically-pass-form-data-to-another-form
There you will find more info about how to pass form data to another form.
Hope the guide will help you, if not, feel free to contact us and we will be more than glad to assist you.
- indianacrcAnswered on December 23, 2015 at 10:03 PM
Thank you for such a speedy response, I was looking at that but to my understanding that solution does not offer the ability to handle potentially 100s of form 1 submissions going on at once. I need something that can pull a specific submission when ''looked up'' and then pull all of those field's data into a clone that does not offer the ability to alter any selection based on if Invoice Tracking Number 2 matches Invoice Tracking Number 1 pull all of form 1's appropriate submission data to form 2's fields.
It could be that I simply do not understand the solution presented to me.
- JotForm UI DeveloperberilAnswered on December 24, 2015 at 04:44 AM
I am sorry but I couldn't understand your request exactly.
that solution does not offer the ability to handle potentially 100s of form 1 submissions going on at once.
Can you explain with an example and can you provide more details?
We will wait for your response.