can I schedule creation of orders?

I currently use jotform to create work orders for technicians in my maintenance department.

We use to create on site the report and then we receive in PDF in our email a work order ready to print and with the integration to excel we can have a good managment of the orders.

I woul like to know if I can schedule the creation of orders in the time.

For example: If I need to change filters every month, automatically every month the system can create an work order for that and we just receive the PDF like we are working on now.

I hope you can help me

regards!

Hi Raul,

Thanks for reaching out to Jotform Support. If I understand you correctly, since you are doing work orders manually, you want to know if Jotform can do it for you automatically?

We have a guide about Auto Submit a Form that you can check out.

If that’s not exactly what you need, can you explain a bit more, so I can help you better?

Once we hear back from you, we'll be able to help you with this.

Hello

I tried but is not what I'm looking for. I would like to create the order and schedule to send maybe the order but every week, or every month automatically.

Like fill out one form for 1 specific task and then that automatically the system can generate the report every time configurated.

Hi Raul,

I’ll need a bit of time to look into this. I’ll get back to you as soon as I can.

Thanks for your patience and understanding, we appreciate it.

Hi Raul, 

I think the best solution is to set a pre-fill for the form and then after that add a Global Countdown Widget. In order to auto-submit your form, you would need to use a Global Countdown Widget. The Global Countdown Widget is a timer for your forms, so that you can set it to weekly and then when the timer is up your form will automatically be submitted by the pre-filled information on it. Let me show you how:

1. Open your form in Form Builder, then click on Publish in the orange navigation bar at the top of the screen.
2. Now, click on Pre-fill in the menu on the left side of the screen, and then select Form Pre-fill.
3. Select the form that you want to pre-fill from, then choose the fields you want to take data from.
4. Click on Save Settings, and that’s it.

For more information on how to auto-submit your form, you can check out our guide here.

Keep us updated and let us know if you need any more help.