User Guide

Mastering Date and Time Calculation

Forms rely on the Date Picker field a lot - Whether you're:🔘 Assessing turnaround times of projects🔘 Dealing with registrations🔘 Handling reservationsThere will always come a time that you'd have to compute the dif...

A General Approach on Building an Approval Process Workflow

Different companies/businesses will always have their own approval process. Surely, we can't cover all of them so this guide will be leaning more towards discussing general guidelines on how to come up with a workflow that fits your requirements.Firs...

Conditionally Enable or Disable a Form Based on Time

There are occasions when you wanted to restrict access to your form on certain hours. Some use cases are when you:🔘 Cater registrations and you only want to accept entries during business hours.🔘 Offer promotions that are only available on cert...

How to Manipulate Text (String) with Conditions and Calculation

When integrating forms with your current existing workflow, oftentimes, you'll find yourself stuck on something really specific, like:🔘 Generating links based on user input🔘 Auto-generate email addresses🔘 Create a comma-separated set of valu...

How to Verify an Email Address Before or After Form Submission

When dealing with forms, apps, websites, signup pages, etc., a common struggle of admins/owners are dummy email addresses. Yes - Many users fill out forms with random, non-existent email addresses. So, if you ever need a way to verify an email addres...

Order Form Types

Why Use Order Forms?Forms gather important data for your business. An Order Form lets you grow a customer base, see your purchase funnel, conversion rates, and much more. For example, if you have info about customers with unsuccessful payments, you'l...

How to Create a JotForm Card?

It's finally here! Introducing JotForm Cards: The friendly way to ask.So, you wanted to create one  yourself? Before we get started, let's break down the anatomy of a Card Form into sections:1. WELCOME PAGE: This will serve as the very first...

How to Create a Solid Customer Satisfaction Survey

Customer satisfaction surveys are both good for you and your customers. You’ll strengthen your relationships with your customers and get to solve the pain points of your business with just a customer satisfaction survey. However, do you know how to...

How to Share Forms with a Sub-Account User

UPDATE: Effective October 2018 the Sub-User feature has been discontinued and is no longer available for creating new sub-users. If you had been using this feature previously, you're grandfathered. If you would like to have additional users ...

How to Set Up the Configurable List Widget

OverviewThe Configurable List Widget requires a little more to set up, but its not hard at all. There are a few things we need to consider in order to understand how it works and get the widget up and running: 1. The Widget dynamica...

How to Display Images on Secure Forms

If you have a form containing various images (backgrounds, banners, icons, photos) and those images are displayed okay when the form is viewed at its non-secure (http://) URL but not at the secure (https://secure) one, or your browser gives a warning...

How to Integrate Stripe with your Form

Collecting credit card payments is hard for startups and small businesses on the web. You need to apply for a merchant account, make sure your servers are PCI compliant, implement credit card sanity checks and write server side code to integrate with...

Show or Hide Multiple Fields at Once Using the Section Collapse Field

In this tutorial, we will be learning how to hide or show multiple form fields based on a single conditional logic - using Section Collapse field/element. Before to proceed, we must get acquainted with Section Collapse field first. What ...

How to Perform Form Calculation in the Matrix Field?

It is now possible to use the Matrix field to perform form calculation.Here in our example, we will set the matrix field similar to a survey questionnaire with ratings or value on them, we will calculate the total rating using the Form Calcu...

How to Change the Page Title of the Form

There are times that when you clone a form, you'll see that in the page title, the one shown in the browser tab/window displays a different text or name. This is most probably because the page title of the form has not been changed. Or there are just...

How to Clone an Existing Form from a URL

So, you want to clone a form? This article will guide you on how to do it. First, you need to copy the URL of the form that needs to be cloned, then proceed with the steps below:1. Go to the MY FORMS page.2. Click the CREATE FORM button.3. On the Cho...

How to Pass Field Value to Another Field?

If you're familiar with this workaround, well here's a very simple way to achieve this without writing any single line of code. From now on, you can now populate fields like Text Box, Email, Text Area&...

Form Calculation - Math Function Reference

The Calculation Wizard's MATH FUNCTIONS allow you to perform mathematical tasks. The following advanced mathematical functions are available on the FORM CALCULATION WIDGET and when using the UPDATE / CALCULATE FIELD condition. You can use this as you...

Calculate Values in the Input Table Through Condition

Calculation is one of the advanced features of JotForm. You can perform calculations either by using the FORM CALCULATION WIDGET or through the UPDATE / CALCULATE FIELD condition.In this guide, you'll learn how to perform calculation in the ...

Utilizing the "Send Emails Later" Function of the Autoresponder Emails

Sending an autoresponder email right after the user submits the form may not always be the right way for you. You may want to notify your users at a later date. If for example, you have a hotel booking form, you can notify your form's respondents 1 d...

How to Set Content Mask on a Form Field Based on Another Field Input

Do you expect a certain format of your form submissions? Have you added the errors and description, but you still keep having some people submitting wrong format?Input mask is what will help you with that!Input mask is basically limiting them to spec...

How to Clone an Existing Form from Your Account

Sometimes the ability to duplicate a form comes in handy. Whether you need to give separate groups the same form, to do some testing, or to make slight modifications to fit a new purpose, form cloning is a simple process if you follow the steps below...

How to Clone an Embedded Form from a Webpage

So you liked a form on a specific web page, or your client wants to preserve their old form as it was. Cloning a form from a web page saves time in such instances and JotForm makes it very easy. Take the points below into consideration before cloning...

Mastering SalesForce with JotForm

SalesForce is great at managing contacts through the sales cycle,  JotForm is a great way to capture contact information to funnel into it. To get started with integrating with SalesForce, simply click Settings - Integrations icon i...