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msweigartAsked on July 1, 2024 at 1:57 PM
My form is not collecting the PO I set up!
I used this help article to set up an invoice (PO) option in addition to CC purchase on my form. It worked perfectly until today.
Here's the button option on the form:
It shows up as in the back-end of my form. See screenshot.
I have conditional logic set up to hide page 3 when the invoice option is hit. However, this is what page 2 looks like (the PO form no longer populates like it does on the back end):
Additionally, the items purchased by CC are not updating on the Purchase Order form -- see how the Medal Sponsorship shows it's sold out on the CC form, but not on the PO form.
CC Form:
Invoice / PO Form:
In case it is helpful, we used Stripe as the CC payment processor.
Thanks in advance for your help!!!
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Joseph Christian JotForm SupportReplied on July 1, 2024 at 3:04 PM
Hi Meghan,
Thanks for reaching out to Jotform Support. When I cloned and tested your form, the same thing happened for me. After investigating it a bit, I found a solution. It's really easy to fix. Let me show you how:
First, let's unhide the iframe embed widget on your form.
- In Form Builder, select the iframe embed widget and click on the gear icon.
- In the menu on the right that opens, go to the Advanced tab.
- Toggle Off the Hide field option.
Next, let's correct the condition to hide page 2 instead of page 3 when CC is selected.
- In Form Builder, in the orange navigation at the top of the page, click on Settings.
- In the menu on the left, click on Conditions.
- Hover your mouse over the 2nd condition and click the pencil icon to edit.
Replace the Page 3 to Page 2 as you see below then click Save:
Check out my screencast below to see my results:
- In Form Builder, select the payment field and click the wand icon.
- Select the product by clicking on the pencil icon.
- Under the Stock tab, update the available stock.
- Click Save to apply changes.
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msweigartReplied on July 2, 2024 at 10:55 AM
Hi Joseph! Thanks for your reply! This worked, however we are now having a new issue that might be related!
On the PO / Invoice option, the item selected is not populating on the actual invoices being sent to them. See below.
Any ideas why this is happening and how we can fix it?
Thanks!
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Princess JotForm SupportReplied on July 2, 2024 at 1:12 PM
Hi Meghan,
As what my colleague has mentioned, the iframe embed widget doesn't sync data between forms. The form embedded via iframe is a separate entity. This means that the item selected in the form inside the iframe embed widget won't show in the invoice for the current form. When the user submits the form, the invoice that will be sent would be the invoice for the submitted form.
Now, I reviewed the form from your reference and found a solution. To fix this, you need to add a Submit button on the form inside the iframe embed widget. And once the Invoice payment option is selected, you will need to hide all fields including the submit button of the current form. Let me show you how:
First, we need to update your Invoice Option form to include the personal information similar to the current form. We also need to add a Submit Button at the end of the form.
Second, we need to move the Payment Option selection to be the first question in your form.
Now, Instead of using Skip to/Hide Page Condition, you should use the Show/Hide Field Condition and follow the conditions below:
Here's a screencast of the result (I changed the form color of the PO form to make it easy to identify for testing purposes):
Screenshots of the Invoice:
Here are the links to my cloned forms for you to check and see the results:
- Clone of Invoice_2024 techfrederick Games Sponsorship Registration
- Clone of 2024 techfrederick Games Sponsorship Registration
Also, you can clone the form by following this guide on How to Clone an Existing Form From a URL.
We also have a guide that you may want to check out about How to Create a Basic Multiple Payment Form.
Give it a try and let us know if there’s anything else we can help you with.