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How to Save Forms and Continue LaterLast Update: March 15, 2017
Got Lots of Form Pages? Make JotForm Save Submissions on Each Page. Let's say that you have a survey which includes over 10 pages. Your user starts to fill out your forms but suddenly something happens, maybe the computer shuts down or the user has an urgent call and closes your form without submitting it. It is possible to prevent this, JotForm has an amazing feature that saves the forms for each unique user and for each page the form is filled. That way your users will be able to continue to fill out your forms whenever they are available. But, the tricky part is you have to keep a Session ID.
Note: This method requires two forms and a Page Break in order for it to work, and as a matter of fact our session system will not be able to handle a large amount of records in drop down menus. So please be aware of it, before to implement this method.
We will need to have two forms:
Form 1 : The first form where the user will need to fill out the name and email field. The session URL will be created here and we will use the email field as the session ID.
Form 2 (Main Form): This is the main form where all the necessary and important fields we need to collect. The main form needs to have page break, please also note that the progress on each page will only be saved when the "Next" and "Back" button is clicked.
1. Create a form to get name and e-mail. On the title, explain the user why this is necessary. This will be referred as the first form from now on. Form 1 Example:
2. Create another form that they will be redirected to. This will be referred as the main form from now on, which will contain the Page Breaks. Form 2 Example:
** If you want to change the back and next button text, just click on gear icon for each Page Break, and change the text from the GENERAL tab. **
** You can also choose from a variety of our page break buttons**
** You can also change the visibility of each button. This function is found under the ADVANCED.**
3. When main form is finished click "Preview Form".
4.Copy the Form URL. Here's the preview window where you can copy the form URL.
5. Turn off preview mode, and go to "My Forms" list by clicking on the JotForm logo:
6. Go into the edit mode of "Form 1" again.
7. On Form 1, create an Autoresponder E-mail, that will be sent to the form submitter: https://www.jotform.com/help/26-Setting-Up-an-Autoresponder-Email
8. On the EMAIL tab of your Autoresponder, erase all the data in the Email Content area and write something meaningful for the user. Because this will be sent to his/her email.
9. Paste Form 2's URL here (the one your copied earlier), and at the end of the URL add a question mark "?", after the question mark write "session", next to it add the equals "=" sign and click E-mail from the Form Fields drop down. So far your URL should look like this:
Below is a screenshot showing how I composed my autoresponders message:
10. Then hyperlink it using the formatting toolbar above, highlight or select the custom form session URL, and copy it, then click the insert link icon, and paste the URL in the "Url" box.
11. Click OK and save the changes.
We've covered the part where our main form will be emailed to our users when they submit their names and e-mail addresses. They will be able to complete their forms whenever they want from their e-mails. However, we also can create a redirect page after they have submitted the first form.
12. In your Form 1, click on Settings, then on "Thank You Page".
Here you can edit the message or simple redirect the user to another page URL. I'll select "Show a Thank You page".
You will then be navigated to this part where you can simply edit the thank you message of your form. In my case, I will compose the same message I have in the autoresponder and tell the user to use the session link to continue to the main form.
You can start editing right away, and the edits will be saved automatically.
If you would like to pass the name and email field to this new Jotform - that is easy as well, just follow the guide here: Prepopulating fields to your JotForm via URL parameters to learn how to get and set parameters for prepopulating over URL.
In our sample, to pass the name and email we would add at the end:
- as you can see we still need to include the session parameters, we have only added the email and name parameters after it.
If you any questions or difficulties with any of the steps above, please post a comments below.