Tracking Client Progress with Before and After Results

https://form.jotform.com/241995062504155

How would i use this for each of my clients before and after resuts?

Hello Cassaundra,

Thanks for reaching out to Jotform Support. It sounds like you want to track your clients' progress over time using the form you've created, can you confirm if your are trying to document their before and after results? If so, you can use the Prefill feature to save your client's information (like name, treatment number, and previous progress) and pre-fill those fields when they submit new updates. This way, you won’t need to enter the same info each time. Let me show you how:

1. In Form Builder, in the orange navigation bar at the top of the page, click on Publish.
2. Now, click on Prefill in the menu on the left side of the page, and then select Form Prefill.
3. Click on the Downward Arrow icon and select the form that you want to prefill from, and then match the fields.
4. Finally, click on Save Settings on the bottom-right side of the Form Prefill section.

Now that you’ve set up the prefill settings, you'll need to add a new prefill. Let’s do it:

1. Click on Add a New Prefill and select a row or the rows you want to be prefilled.
2. Then, click on the Create button in the right corner of the page.

That's it. Now, a prefill link's been created, and you can share that with people. When they open the link, the matched fields will be filled automatically. Check out the screencast below to see how it works:

If you want your prefilled fields to be read-only and not editable, you can change the options for those:

1. In the Form Prefill settings, click on Can Edit next to the prefill link.
2. In the dropdown menu that opens, select Read only, and that's it.

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

Once we have a better idea of what’s going on, we’ll be able to come up with a solution.