What is JotForm?
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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    WYSIWYG editor, wizard, or other tool to make form creation easy for non-IT personnel. Reusable form templates with ability to add or delete fields

    Asked by Jonathan Rogers on May 13, 2016 at 01:23 PM

    Workflow

    WYSIWYG editor, wizard, or other tool to make form creation easy for non-IT personnel. Reusable form templates with ability to add and/or delete fields on a cloned form. Can "save" progress on a new form and return to “edit” it later. Staff can upload files to a common hosting repository to customize forms. Can add hidden fields with pre-selected values to individual forms. Can preview form before publishing. Can use a “redirect URL” to route form submissions to a success page (e.g. PDF). Can test downloading the success page prior to publishing. Can deploy an HTML “thank you” prior to the success page. Can trigger form sends from Salesforce events (e.g. customer satisfaction survey) Role-based access control (i.e. can define role permissions, user roles, etc.)

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    JotForm Support

    Answered by Charlie on May 13, 2016 at 01:43 PM

    WYSIWYG editor, wizard, or other tool to make form creation easy for non-IT personnel.

    JotForm is a WYSIWYG form builder. You can simply add fields by drag and drop.

    Reusable form templates with ability to add and/or delete fields on a cloned form. Can "save" progress on a new form and return to “edit” it later.

    Forms can be shared as a template or you can simply clone your form to create a copy of it. Our forms are editable regardless if they are cloned or not.

    Here's a guide on how to share your form as a template: https://www.jotform.com/help/157-Sharing-a-Form-in-the-Form-Templates-Gallery 

    Here's a guide on how to use the templates: https://www.jotform.com/help/106-How-to-Use-the-Form-Templates 

    To clone a form, you can simply follow this guide: https://www.jotform.com/help/27-How-to-clone-an-existing-form-from-your-account 

     

    Staff can upload files to a common hosting repository to customize forms.

    I am not sure what you meant here. Changes or customization on forms are done in our form builder. 

     

    Can add hidden fields with pre-selected values to individual forms.

    Yes, you can set the fields to hidden and set a default values on them. 

     

    Can preview form before publishing.

    You can hit the "Preview" button to see the changes on your form. However, we do not have a "Publish" button. Changes on the form are directly displayed on the live form.

     

    Can use a “redirect URL” to route form submissions to a success page (e.g. PDF).

    Yes, you can redirect the user on a different "Thank You" message or a different URL after they hit the submit button. Here's the general guide about it: https://www.jotform.com/help/211-Setting-Up-the-Thank-You-Page 

     

    Can test downloading the success page prior to publishing.

    I'm not sure if I understood your concern here. Forms are hosted in our end.

     

    Can deploy an HTML “thank you” prior to the success page.

    If you want to have a redirect page, that is possible. Here's a guide that you can refer to: https://www.jotform.com/help/89-Create-a-Custom-Thank-you-page-with-Auto-redirect 

     

    Can trigger form sends from Salesforce events (e.g. customer satisfaction survey) Role-based access control (i.e. can define role permissions, user roles, etc.)

    I am not sure what you meant here. We have an integration to Salesforce, but that simply passes the submission data to Salesforce. Here's a guide about it: https://www.jotform.com/help/321-Mastering-SalesForce-with-JotForm 

     

    I hope that helps.