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Embed a searchable submission table into another formAsked by samML on August 11, 2016 at 09:32 PM
I want to have two forms: one where a customer submits a quote request and one where an in house customer can access the details submitted in form 1 and provide a quote.
I.e. Customer submits details in Form 1 including Name, Details, Product 1 details, Product 2 details etc. Customer generates unique submission ID.
These details are then available to be looked up in Form 2 using the submission ID (i.e. I enter the submission ID and details for that particular customer come up and not all submissions). So using this HTML submission table from my Form 1 (https://www.jotform.com/table/62231455227046?/) I want to get a data table in my Form 2 of the customer details for whichever submission number I enter.
Thereafter I have a bunch of input fields in Form 2 to enter the quote details.
Is this possible?
Unfortunately no. It is currently not possible to filter or show a restricted rows in any reports. The only option is to embed the entire report in second form where your in-house user will manually search based on submission id.
Alternatively you can take advantage of our "APIs" which will allow you to fetch data based on the submission ID. Please note this will require programming knowledge. You may like to take a look at our following guide which should help you: http://api.jotform.com/docs/