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    Integrating forms within forms for two payment types: PayPal and Purchase Order

    Asked by rproelss on April 10, 2016 at 11:27 AM

    Hello.  I appreciate all the help I have received thus far.  I seem to be lost in the weeds and am hoping you can give me some additional direction.

    I have two different forms, depending on the member type, and both of those forms offer two payment types: PayPal and Purchase Order.

    I tried to use conditionals to show/hide the forms based on member type selection, then do the same for payment type using the iFrame widget to embed the forms into one as described here:  http://www.jotform.com/help/182-How-to-Create-a-Basic-Multiple-Payment-form

    These are the forms I created for this purpose:

     

    SKI AREA REGISTRATION

    https://form.jotform.com/60917533036151

    SKI AREA PAYPAL

    https://form.jotform.com/60986357904165

    SKI AREA CHECK

    https://form.jotform.com/60986947978181

    __________________________________________

     

    VENDOR REGISTRATION

    https://form.jotform.com/60727267039157

    VENDOR PAYPAL

    https://form.jotform.com/60986525834164

    VENDOR CHECK

     

    https://form.jotform.com/60986107230150

     

    I think I might be making this overly complicated.  

    Can you advise me the best way to set this up?

    Thanks in advance!

    Rachel

    Page URL:
    http://isaa.org/registration.html

    purchase integrating JotForm payment type check
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    Answered by Ben on April 10, 2016 at 11:59 AM

    I took a look at the page on your website, but did not find any jotforms there.

    Now looking at the https://form.jotform.com/60986107230150 It says that it is check payment, but the tool on it is PayPal - so I just wanted to let you know of this.

    Also the form https://form.jotform.com/60727267039157 shows the following form https://form.jotform.com/60986525834164 (with PayPal) no matter if the PayPal is selected or Check.

    On this form https://form.jotform.com/60917533036151 however neither of the two forms are being shown (neither PayPal nor Check form).

    Now, having that said, you seem to be on the right track. As guide suggests, you should:

    1. create form with payment tool

    2. clone that form over to change it to another payment tool

    3. edit the form that will hold both

    4. make it show / hide the iframe embed widget that you need to have shown

    So the same is done as on the 60727267039157 form, with the repeated steps for the check form and then repeating both on the second "parent" form.

    The following guides are useful for this:

    How to Create a Basic Multiple Payment form (you have seen that one)

    How to Update the Multiple Payment Form

    While it might seem complex, my suggestion is to focus on one at a time, so once you have 2 child forms ready and completely set up as you wish, you just add them to the form as you already did for PayPal form and recreate the same steps for all forms.

    We are of course here if you have any additional questions or issues that we could help with.

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    Answered by rproelss on April 10, 2016 at 12:25 PM

    Hi, Ben.  Many apologies.  I have updated the webpage now.  Do you mind taking another look?  I sent my email prematurely, having not set up the conditionals correctly yet or published the forms on the website.

    http://isaa.org/registration.html

    My issue is that the embedded forms using iFrame widget are not appearing when you click on PayPal or Check.

    (I will address the redundancy issue of the forms seeming identical for both member types in another step.  This is because the fee schedules are different, even if the first part of the form isn't.)

    Thanks in advance for your patience.

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    Answered by Carina on April 10, 2016 at 12:38 PM

    Hello Rachel

    I tested your forms and they all seem to be working normally, namely the conditions to pay by Check or Paypal, but the payment forms need to be updated, as right now they are still empty, containing only the Header:

    These forms need to be edited so that they have the Payment processors:

    Let us know if you need further assistance.

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    Answered by rproelss on April 10, 2016 at 12:54 PM

    Thank you, Carina.  I previewed the forms and realized there were old conditionals set up to hide or show payment type.  Once deleted, these showed up as expected.

    The tech support for JotForm is so fast and professional.  I can't say enough positive about it!

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    JotForm Support

    Answered by jonathan on April 10, 2016 at 01:26 PM

    Hi Rachel,

    Can we assume all is good now on your form? :-)

    I checked also on your website, and they seem to be working as described.

     

    Do let us know if further assistance is needed.

    Cheers

     

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    Answered by rproelss on April 10, 2016 at 02:36 PM

    Hi, Jonathan.  I'm getting close to completion!  

    Can you tell me how to get BOTH the embedded (iFrame widget) form data AND the original form data emailed to me and stored in one place?

    For example, Ski Area Registration:  http://isaa.org/ski-area-registration.html

    If you select payment by check, the email I receive only contains the embedded forms data (the fee schedule) but I don't have all the other information from the main form, presumably because I don't have a submit button for both.  Two submit buttons seems awkward. 

    Do you have a better solution?

    Thanks in advance!

    Rachel.

    PS) JotForm links here, FYI:

    SKI AREA REGISTRATION

    https://form.jotform.com/60917533036151

    SKI AREA PAYPAL

    https://form.jotform.com/60986357904165

    SKI AREA CHECK

     

    https://form.jotform.com/60986947978181

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    JotForm Support

    Answered by jonathan on April 10, 2016 at 03:11 PM

    There were 3 forms involve on your solution as seen on your website.

    #1 main form --  http://www.jotform.us/form/60917533036151

    #2 Paypal form --  https://form.jotform.com/60986357904165

     

    #3 Check form -- https://form.jotform.com/60986947978181

     

    Since there were 3 forms, the submission data will be on 3 separate data set as well.

    User guide: How-to-view-Submissions

    --

    A more minimal solution will be to use up 2 forms only. This can be achieve by integrating the data/information from the main form within the 2 payment type form.

    Example, include the Full name, Email, Address..etc from the main form to the Paypal form. And do the same to the Check form.

    So what happen is, everytime the user uses either of the payment form, they will be filling in the main data to the payment form itself. When the payment form is submitted, it will now contain the main data (full name, email..etc)

    --

    The demo form http://www.jotformpro.com/form/41363533068958 from the user guide: How-to-Create-a-Basic-Multiple-Payment-form shows what I meant above of minimizing the solution to 2 forms only.

    You cannot directly have combined data at once when submitting 2 separate form. You will see the separate data in each form in your Submission panel and also will receive the submission Email separately (although they can be sent to the same Recipient E-mail).

    If having a combined submission data is a necessity, you can instead use separate application that will combine the output data. You may want to check the Combine Submission app here https://apps.jotform.com/app/combine_submissions

    This app will combine the output data of 2 forms as external file in CSV format.

    Hope this help. Let us know how we can be of further assistance.

     

     

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    Answered by rproelss on April 10, 2016 at 03:28 PM

    Okay, I will try your first suggestion.  Thank you!

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    JotForm Support

    Answered by Nik_C on April 10, 2016 at 03:31 PM

    On behalf of my colleagues, you're welcome.

    Please let us know how that worked for you! 

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    Answered by rproelss on April 11, 2016 at 11:59 AM

    That worked!  I'm all set.  Many, many thanks to the stellar support team at JotForm for your quick responses, professionalism, and excellent suggestions.

    I also appreciate the live updating of forms, so I can add products and don't have to go through the embedding of forms each time I make a change.

    This software is very well designed.

    Gratefully,

    Rachel

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    Answered by Ben on April 11, 2016 at 12:17 PM

    Great to hear that Rachel and many thanks to you as well for your nice words :)

    Do let us know if you happen to have any questions or need any assistance and we would be happy to assist with the same :)