Submission data not recorded in Salesforce on initial submit but is recorded after edit

  • Kate Morris
    Asked on July 24, 2024 at 2:27 PM
    Hello,

    This is also the same for us. A form has been filled in a couple of times by customers and logged on the submission table. They do not appear in Salesforce but when we edit the submission and send it it appears in Salesforce.

    Thanks

  • Christopher JotForm Support
    Replied on July 24, 2024 at 2:30 PM

    Hi Kate,

    Thanks for reaching out to Jotform Support. I just checked the email address that you have used to create your reply, and I was unable to pull any Jotform account. Could you share with us the link of the concerned form so that we can check it out? Here's how to do it:

    1. In Form Builder, in the orange navigation bar at the top of the screen, click on Publish.

    2. Click on Copy Link.

    Submission data not recorded in Salesforce on initial submit but is recorded after edit Image 1 Screenshot 20

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

  • irishthoracic
    Replied on July 24, 2024 at 4:45 PM

    Hi Christopher, thank you for your help with this!

    The form link is here: https://form.jotform.com/240803216658355

    Thanks

  • irishthoracic
    Replied on July 24, 2024 at 4:50 PM

    Sorry I realised i posted originally with the email address that wasnt associated with the account - Ive replied with the account now so you can link it all up!

    Thanks

    Kate

  • Jovanne JotForm Support
    Replied on July 24, 2024 at 5:34 PM

    Hi Kate,

    I checked the form and it seems that Salesforce integration was integrated successfully. Can you try submitting the form again and check if the submission went through your Salesforce account? If not, can you try removing the integration and add it back again? Check out the image below:

    Submission data not recorded in Salesforce on initial submit but is recorded after edit Image 1 Screenshot 20

    Once done, send another submission to your form and check if it went through your Salesforce account.

    Give it a try and let us know how it goes.

  • irishthoracic
    Replied on July 24, 2024 at 6:22 PM

    Hi Jovanne,

    I just opened the form in an incognito tab and it worked and integrated with Salesforce.

    I will ask the testing users to try again tomorrow to make sure its working. When I edited the submissions they made today they sent through perfectly, they just didnt work when they first submitted the form.

    I will retest and let you know

    Thanks

    Kate

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