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AntonAsked on February 3, 2021 at 4:46 AM
Hi
I own a trailer rental business
Each client needs to complete a form to proof rental agreement,but i want to speed up the proses for regular clients and companies ,creating a dropbox with client name and when i select his name from list it opens his from partialy completed ,that same dropbox must contain all the new clients i regester aswell.
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Lorenz JotForm SupportReplied on February 3, 2021 at 6:48 AM
To clarify,
Do you mean to prefill a form with your client's information when a specific client name is selected? We do have something similar that might work for you, kindly check our spreadsheet to form widget. It allows you to upload a spreadsheet to your form and use the values you have on the spreadsheet to pre-populate your form.
Here's a guide: https://www.jotform.com/help/442-how-to-use-the-spreadsheet-to-form-widget
If you are referring to something else, kindly share with us more details so we can advise.
We will wait for your response.
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AntonAWCRentalReplied on February 15, 2021 at 1:09 AM
Thanks
Im not impress with the input field of the spreadsheet to form.I want that field to be a dropdown of the actual unique code list (witch im now making a client name list).
Is there any way to do that
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Rosa_CReplied on February 15, 2021 at 5:03 AM
Hi there,
You may create a dropdown field with clients names and use conditional logic to prepopulate other fields based on the client's name.
Here is a demo form: https://form.jotform.com/210452207211034
To perform it you may follow this guide(please check the "Insert text" chapter):
Please give it a try and let us know how it goes.
Best regards.