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    How can I create a form that varies depending on selections made...?

    Asked by bgenrich on March 12, 2012 at 06:05 PM

    I am trying to create a general quick quote form. We offer multiple products that we image, and then send to people as a finished product. What I was hoping for was to create one form, that depending on the products a customer checked on a product list, it would include specific sections of questions based on that specific product.

     

    For example...we make wall plaque awards, trophies, stickers, and t-shirts. I'd like to have a form that has these options in the first section, allowing a person to check which they would like quoted. Depending on what a customer selects, I'd like the form to vary and ask specific information about each product....but not include everything on all products we offer as I dont wish to overwhelm a customer. We have dozens of products, and I'm trying to pare it down and keep it to one form, instead of having a separate form for each product.

     

    This seems like something that should work not unlike a survey with variable responses moving into new question groups.....Hoping there is a way to make this work. :)

     

    Thanks in advance.

     

    Brian

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    Answered by jcm0731 on March 12, 2012 at 06:29 PM

    Brian,

    This is doeable with JotForm.
    To do this:

    1. Create your different Forms (plaque form, award form, and so on)

    2. Now, create a Landing form(your Main form) then, do Step 3  

    3. Add your Selection field (a Dropdown, or a Radio button)

    4. In the Selection field, make the choices pertaining to your Forms (option 1, option 2, and so on)

    5. Add several Free Text(HTML) field (HTML for plaque, HTML for award, and so on)

    6. Remember the forms you created in Step 1, you will need to Embed each of them using the source code.

    7. Once you get the source code of each forms, you need to copy paste them into each of the Free Text(HTML) in the Main Form in Edit mode. Similar to this

    8. After you have setup the Main Form (with Selectioin, and HTML already in place).

    9. Create a Condition. The rule in the conditin is simple.

    10. For each Selection field, correspond to the Hide/Show of the Free Text(HTML) . Example, If Selection Plaque is Selected = Show Plaque HTML = Hide Others.

    11. Since the Selection field is Optional(cannot be selected concurrently), then You have a 'toggle' button that triggers the Hide/Show for each Form that you want to Display.

    Quite long procedures, but it is actually simple in action.
    You may want to try it. If you require clarification please post back.

    I will also create a simple sample, then maybe you can just clone it.

     

    jcm0731 

     

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    Answered by jcm0731 on March 12, 2012 at 09:03 PM

    Brian,

    Here is the sample i created.

     

    http://www.jotform.me/form/20717547685463

    You can clone this form should you find it useful already.

     

    Hope this help.

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    Answered by bgenrich on March 12, 2012 at 09:15 PM

    Thank you so much....that form is almost exactly what I am looking for....however....

     

    You have it set as a single option choice. I'd like it to allow multiple choices to show on one form so my customer could select 3 out of 4 and get the 3 forms combined into one....omitting form number 4. Is this possible?

     

    Thanks again for all your help jcm I really do appreciate it.

     

    Brian

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    Answered by jcm0731 on March 12, 2012 at 09:23 PM

    It looks possible logically. (Thats JotForm power at work :-) )


    We will use Check box instead, to be able to Select multiple options.
    Then for each Selected it Show the corresponding  Forms.

    I will try to apply the logic. Please check back again later.

    jcm0731

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    Answered by jcm0731 on March 12, 2012 at 10:57 PM

    Hi Brian,

    You can preview the multi-selection option here http://www.jotform.me/form/20718793232455

    I would like to add also that the Selected Hide/Show Forms doesn't have to be a JotForm Form also.
    It can be any HTML page, since the Free Text (HTML) tool is an HTML tool. 

    Cheers!

    jcm0731

     

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    Answered by bgenrich on March 13, 2012 at 12:00 AM

    I believe that is going to work for me....

     

    Thank you so much,

     

    Brian

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    Answered by jcm0731 on March 13, 2012 at 12:08 AM

    That's good Brian.
    The HTML part is highly flexible, you can do a lot with.

    Should you need assistance later on, just contact us.

    jcm0731