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  • Profile Image

    How to have my form prefilled and saved as a draft?

    Asked by Cynthia  on October 19, 2016 at 05:23 AM

    Hi,

    We have a form to collect informaion of our clients. However, sometimes the clients find it too troublesome to fill in all the basic information. Is there any way that we can fill-up some information first, save it as a draft, and then send the draft to the client. So that the clients only need to fill-up the information that we don't know.

    Looking forward to hearing back from you, thanks!

    Best regards,

    Cynthia

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    JotForm Support

    Answered by Nik_C on October 19, 2016 at 06:29 AM

    Hello Cynthia,

    Thank you for contacting us. First idea that crossed my mind is to put default values in all fields that you need prefilled:

     

    You can place default value for all fields in that way and just leave the ones that you need filled by your clients.

    Hope it helps.

    Do get back to us if you have further questions.

    Thank you!

     

  • Profile Image

    Answered by Cynthia  on October 20, 2016 at 02:44 AM
    Hi Nik,
    Thanks for your reply, but I'm afraid that this doesn't meet my need.
    The things that I want to fill-up before sending a draft to my clients are
    different for each client.
    So what can I do?
    Thanks!
    ----CYNTHIA XING 邢璐Manager, Business Development at GetDoc

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    JotForm Support

    Answered by EltonCris on October 20, 2016 at 08:38 AM

    Hi Cynthia,

    That's possible by prepopulating the fields using URL parameters. Guide: http://www.jotform.com/help/71-Prepopulating-the-fields-to-your-JotForm-via-URL-parameters

    Example:

    https://form.jotform.com/62893435003959?yourName[first]=John&yourName[last]=Doe&yourEmail16=johndoe@example.com

    You can easily change the values in the URL for every client who will fill the form.

    Thanks!