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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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    Merge Forms or Have Forms Interact With Each Other

    Asked by psmweddings on May 25, 2016 at 10:13 PM

    I have a number of planning forms for my customers, personal reports, and other notes that I fill out and submit to myself.

     

    Is it possible to have some of my forms interact with other forms?

    For example, a customer fills out that they are working on Job A, then information for Job A is filled in on a different form that I use for a personal report. 

    Alternatively, could I take all of these planning forms and merge them all together as different pages?

    Maybe all of this needs to be done on the back end with a spreadsheet or something.

    merge forms OR My Forms Reports different fill
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    JotForm Support

    Answered by Kevin_G on May 26, 2016 at 12:43 AM

    I think that you're trying to pre-fill the second form with some data sent in the first form, if this is what you're looking for then spreadsheet will not work with this since although you can integrate a form with Google Spreadsheet or download data to an Excel file it cannot be sent to a form again.

    I think that you will need to pre-populate the second form with the data from the first form, to achieve this here is a guide that will help you: Prepopulating-Fields-to-Your-JotForm-via-URL-Parameters

    You will need to get the name of each field that you want to send via URL, this guide will help you to get this info: How-to-find-Field-IDs-Names

    Now, there are fields that are composed by two or more fields like the name or address fields, in this case if you pass only the name of that field in the URL will not work, you will need to split the array generated and get each value from each field, to do this you may follow these steps. 

    First right click on the field and click on the inspect option: 

    Now copy the value shown below: 

    The variable passed through the URL should look like this {name:first} so you will get each value from each field. This applies for example to Full Name field that contains first and last name, the address field will need this method as well since it has multiple fields on it. 

    Then, once you get the link with the data pre-populated, you can either show the link to the second form or redirect your users to the second form, here is a guide that will help you to customize the thank you page or redirect: Setting-Up-the-Thank-You-Page

    So they will fill the first form and will be redirected / provided with the link to the second form and when they click on the link with the variables then the data passed will be filled there. 

    Hope this helps. 

     

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    Answered by psmweddings on May 26, 2016 at 12:47 AM

    Thank You!

     

    I'll try this out and post back.

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    Answered by browningreagle on June 15, 2016 at 12:02 PM

    I was able to figure out how to get the data from one form to transfer to the second form upon submission, but I was hoping to get a little clarification about sending to the second form which is posted in a webpage.

    I've got no difficulties having the Thank You page redirect to a form.jotform.com URL and populating the fields I want, but I want to redirect the the page on my website where the second form is posted and have the fields populated there.  Is there a way to accomplish this?

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    JotForm Support

    Answered by david on June 15, 2016 at 01:17 PM

    @browningreagle I have moved your request to a thread of its own.  I address it in the following thread shortly:

    https://www.jotform.com/answers/861516