I'm trying to combine products with many options, inventory control, and recurring subscriptions into one form. I would love some guidance.

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    Asked on September 28, 2016 at 06:20 PM

    I've been reading the User Guide & playing with several widgets, but I can't seem to figure out the best way to handle all the requirements I have for this order form. I hope you can offer some ideas! I have a form started, but am willing to scrap it and start over.

    If you look at the form I started, you will see we are selling advertising space in a directory. There are two types of ads--Listings, and Page ads. 

    In the listings, we need to have people choose a main area of expertise, and then more specific areas where they like to focus their work. Each main category (Author, Editor, etc...) has a price equivalent. The nested choices are for us to gather information for the directory .pdf. There is a discount applied for purchasing more than one main category. There is no inventory limit on how many listing ads we will accept for the directory.

    The page ads are larger ads--1/4 page, 1/2 page. For these, there is a limited space available. This is where my problem starts. There are only two 1/4 spaces (or one 1/2 page) per each main category. To make it more confusing, the inside covers have discounts applied if someone wants to purchase the 1/2 page (that would be two 1/4 page spaces with a discount applied).

    You can see that the form I have at the moment does not offer any inventory control. I've considered using the inventory widget to help keep track of available space. The hang up is that it looks like I would need to create a widget for each of the 7 main categories plus inside covers. That makes for a very long order form.

    Of secondary importance is a recurring subscription. We would like to have these fees on a yearly, recurring basis. Would I make a second form for that? I read something about creating three forms and somehow connecting them all.

    After viewing all of your wonderful widget options, my head is finally turning to mush. I'm hoping that your expertise can offer some clarity. Thank you!

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    Answered on September 28, 2016 at 11:35 PM


    I am on this. Allow me sometime to review the requirements. I'll get back shortly.


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    Answered on September 30, 2016 at 05:09 PM

    Thank you! I appreciate your time.

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    Answered on October 03, 2016 at 08:39 PM

    I'm still trying to work out the best solution for this; if you pull up my form you'll see it is quite messy as I have been trying different solutions. I thought that if I tried asking my question in a different way, perhaps it would help guide an answer.

    We are offering both classified ads and block/page ads. The number of page ads is limited. I'm assuming I will need to use the inventory widget; one for each section in which an ad is available. Then, from what I have read, I will need to use the Form Calculation widget to somehow connect those items with PayPal.

    However, the classified ads are not limited in inventory. What's more, there are many sections in which the same listing may be placed. There is a discount in price if placing one of these ads in multiple sections.

    Originally, I had the PayPal widget all set up. The form was a bit bulky, as the multiple choices of sections for the Listings was at the top of the form--leaving the PayPal widget as being a bit redundant. But this solution did not offer any inventory control for the Page ads.

    So, here is my question: Should I create three forms--a basic form, a form with the PayPal widget for Listings, and a form with inventory widgets for Page ads, and somehow connecting them all into one payment collection? Or, should I use the inventory widgets throughout the form, even on listings? If I do the latter, how would I offer the quantity discount for the Listings section?

    I apologize for asking this question again, but I'm really floundering on my own here and not finding any concrete solutions (and running out of time). Thanks.

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    Answered on October 03, 2016 at 10:02 PM

    I apologize for the delays. I have been trying to come up with the nearest solution that can meet your requirement.

    Base from what I have come up so far using your form https://www.jotform.us/form/62716745765164 as basis, the optimal way to meet the requirements is to use the payment tool instead.

    You can apply Sub Products and Special Pricing feature to all all the combinations of product options and subscriptions on the form.

    User guides:

    #1 Create-Sub-Products-Based-on-a-Product-Option

    #2 What-is-Special-Pricing

    #3 How-to-Have-a-Recurring-Custom-Donation-Payment-Form


    The biggest obstacle is inventory... the payment form doesn't have inventory so it leaves you to using the Inventory widget and Calculation widget.

    But you can actually use the items in Inventory widget and connect it to subscription option of payment form.

    You can review this thread. In that thread we have come up with a solution to pass a custom field value to the Subscription payment type of form.


    I will try create a demo form base on the items you have on your form https://www.jotform.us/form/62716745765164

    I'll get back to you as soon as I can.

    Thank you.




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    Answered on October 04, 2016 at 01:06 PM

    Thank you so much; this gives me more to play with. I'm afraid my original form is a bit of a mess right now, I'm sorry if that makes it difficult to create a demo--I was tinkering with it while looking for a solution. I realize this is a complicated series of requirements to meet; I appreciate the time you've taken in helping me find a solution.

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    Answered on October 04, 2016 at 05:12 PM

    Okay, so I was originally using the payment tool, specifically to enable the discounts. So, I thought I would just add some inventory widgets for items we actually needed to monitor (and leave the payment tool as is). I cloned the original form back into my account so I could play with it. Added a few inventory widgets, and clicked on the preview button to see how it was working. I expected it to show a reduction in item availability as I went through the form, but it didn't. Does it not show this while people are filling out the form? Do I actually need to use the calculation widget to subtract the inventory even if I choose not to attach the inventory widget to the payment tool? 


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    Answered on October 04, 2016 at 08:18 PM

    Thank you for the update on the status. 

    I will take a look on your form https://www.jotform.us/form/62776403242151. Please allow me more time to come up with a demo. I'll update you about it.