User Guide

Browse Article by Topics

    No article topics.

OneLogin SAML Configuration

Add new APP to your company apps in administrator screenSearch for “saml test connector” and select OneLogin “SAML Test Connector (IdP w/attr)Set JotForm app’s details and save the app;Display Name: JotFormRectangular Icon: #URLSquare Icon: #...

How to Download and Start Using JotForm Mobile Forms

Building forms and accessing submission data on your computer is great, but why not supercharge your data collection and take your forms with you?How do you do that? With the JotForm Mobile Forms app, of course. Let's begin!1.JotForm Mobile Forms is ...

JotForm Cards: Frequently Asked Questions

It's an exciting time to jump on the bandwagon. JotForm Cards is here - A new and friendly way to ask! With this new feature, you can now create forms from scratch with as little effort as possible. Reduce the painstakingly long time of building an...

How to Set Unique Submissions on a Form

Sometimes you may want to prevent form respondents from making multiple submissions in a form and this is when theUnique Submissionis most useful,and ithas three options:No Check,Loose Check,andStrict CheckNo Check(default) - duplicate submissions wi...

How to set Form Limits Based on a Unique Question

Let's suppose you are running a contest and would like to limit unique entries or values in a form.For example, you might want to acceptUnique Cell Phonenumbers. To accomplish that, follow the steps below:1. Add aShort Text Entry field (rather than t...

Cards or Classic: Which One Should I Use?

It's time to make a decision - Classic Forms or Card Forms?We know this is solely based on preference but we put together a list of differences between the two, the advantages of using one over the other, along with some typical use cases when these ...

How to Upgrade and Pay by Check/Purchase Order/Wire Transfer

1. Click the Upgrade button to your preferred plan.2. Select theCheck/Purchase Order/Wire Transferoption.3. Click the "Upgrade" button. This will open a new window for providing your personal and/or customer information.4. Fill everything i...

How to Setup a One-Time Payment Subscription

JotForm supports a handful of Payment Processors that would allow you to collect payments through your forms. You can sell products, get a user defined amount, collect donations or sell subscriptions.When dealing with subscriptions, you may need a wa...

How to integrate Moneris with JotForm?

Moneris is #1 in Canada and leading payment provider in North America. They are secure, comprehensive and scaleable. They provides getting paid online easily. Moneris processes 3 billion transactions every year.What can you do with JotForm's Moneris ...

How to Set up PayPal Along with Other Payment Options

It's great having a PayPal payment integration built right into JotForm, but what if you want to give your customers other payment options such as paying by check?Let's start by building the form.1. Use the Single Choice Field (radio button) to setup...

Getting Started with the Basics of Input Masking

Using a field input mask might seem like one of those things that you might not want to ever use a whole lot but, the reality is that using a masking capability can actually prove to be quite useful in a lot of different situations.For the purposes o...

How to Embed a Card Form as a Floating Feedback Button?

The arrival of JotForm Cardshas changed the general look and feel of online forms built with our platform. With the Classic Layout, forms were usually embedded within a page, linked as a button/link, or as a lightbox popup. You may also be familiar w...

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:Video Instruction1. Go to the MY FORMS page.2. Click the CREATE FORM but...

How to Change Submission Date to a Different Format and Timezone

In your submissions page, you can see the "Submission Date" column. Are you having a hard time trying to see the date and time according to your time zone?You can change the format and set it to your own timezone preference by following the...

Card Forms: How to Utilize the Multiline Question

When JotForm Cards was launched, a lot of users were asking how they can ask multiple questions in a single card. As you may know by now, the Cards Layout was purposely designed to show one question at a time. However, there are occasions when it's i...

How to Pass Field Value to Another Field?

If you're familiar withthis workaround, well here's a very simple way to achieve this without writing any single line of code.Video TutorialFrom now on, you can now populate fields likeText Box,Email,Text Areaor even anAddressfield using the newly re...

How to Have Unique Question Using Multiple Fields

JotForm already has a cool feature that will allow collecting deduplicated database on a unique question answer.User guide: How to set Form Limits Based on a Unique QuestionBut what if the unique data requires multiple combinations of answers and not...

How to Enable the Smart Embed Feature in JotForm Cards?

When embedding forms on a website, one of the priorities has always been the look and feel of the form. Any website owner would prefer to build a form that matches their website's design. Although the Cards Layout doesn't support CSS injection, there...

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...

How to Change the Form Layout?

You heard about the new JotForm Cards feature we rolled out and you're wondering - "Is there a way for me to convert an existing form rather than building one from scratch?"The good news is, yes, you can. Changing the form layout can be don...

How to View Your Forms and Submission Data in JotForm Mobile Forms App

You've logged into your JotForm account through the app. Now what? There are quite a few features packed into JotForm Mobile Forms, so we've created this guide to help you out.If you haven'tdownloaded, installed, and synced the app, please check out...

Setting up the Continue Forms Later Feature in Card Forms

Allowing respondents to save their progress and continue later requires a 2-form setup with Page Break elements. Long time users of JotForm are familiar with this configuration and have been using this approach ever since.Newcomers need not to worry ...

How to View and Let Users Fill the Forms Using The JotForm Mobile Forms App

Sometimes you might be on the go and you probably don't have your computer with you but with all things considering you most likely have your phone or tablet with you.In such cases and for some reason if you are that one person that you want to show ...