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JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

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We believe that if one user has a question, there could be more users who may have the same question. This is why many of our support forum threads are public and available to be searched and viewed. If you’d like help immediately, feel free to search for a similar question, or submit your question or concern.


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    Custom look up field to edit records

    Asked by rmccoy on May 08, 2016 at 08:17 PM

    while on a record on the form is there a way to look up another one with a search field or even when i open the form search for a record so it can be edited

    records search field open OR another
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    JotForm Support

    Answered by ashwin_d on May 08, 2016 at 09:13 PM

    Hello rmccoy,

    If I understand your question correctly, you want to search for a text in your submission and then edit is. Is that correct?

    Yes it is possible to search for a text in form's submission page. You need to go to your form's submission page where you should be able to add text in search box which is just below the submission grid. Please check the screenshot below:

    Hope this helps.

    DO get back to us if you have any questions.

    Thank you!

     

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    Answered by rmccoy on May 08, 2016 at 09:45 PM
    That's great thanks but is there a way to do it from before my build another words for the person using the form to search within the form instead of behind the scenes where they don't have access?
    Sent from iPhone 6+
    ...
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    JotForm Support

    Answered by Kevin_G on May 08, 2016 at 11:41 PM

    I'm not really sure if understood your question, but I think that you are looking for a way to allow your submitter, or someone else, to search info in your submissions data. 

    If I'm correct in my understanding, then this will be possible by creating a report, you will need to create a report that will look the same like the submissions page, allowing to search info on it, the guide below will help you to generate this report, you may share the link to it as well as embed the report in your website if you prefer. 

    How-to-create-a-Grid-Listing-report

    Hope this helps. 

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    Answered by rmccoy on May 09, 2016 at 10:20 PM

    Not exactly what i'm looking for. what i need is for the user to be able to enter info, submit it and be able to come back to it to add additional info to another part of it or even correct something they entered.  So reports won't help.  is there no way to use a dropdown lookup, search box or something like that while they are in the form page?

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    JotForm Support

    Answered by Kevin_G on May 09, 2016 at 11:34 PM

    The only way to allow users to edit their submissions is by providing the edit link, so they will be able to change the previous submitted data. 

    You may follow the steps on this guide to allow your users to edit their submissions: 

    How-to-Let-Users-Update-Their-Form-Submissions-at-a-Later-Date

    Also, you are able to show the edit links in the report, so your users will be able to search info and edit it if they want, when creating the report mark the option as shown on the image below: 

     

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    Answered by rmccoy on May 10, 2016 at 03:00 PM

    i went to the link you sent me How-to-Let-Users-Update-Their-Form-Submissions-at-a-Later-Date and thats a cool feature.  thx.  wish there was a way to search in the beginning without having to look through emails to find a link for a specific record.  maybe a report that shows all of the names and edit links in one report? is that possible to set up?

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    JotForm Support

    Answered by Kiran on May 10, 2016 at 04:08 PM

    If you are generating a Grid report, you may find the search box in the bottom of the report. You may search for any particular using this search box.

    You can also have Edit link in this report as mentioned by our colleague in the earlier post.

    Hope this information helps!