How to conditionally pass field values to another form?

  • Criaverde_geral
    Perguntado em 21 de julho de 2023 às 15:55

    Boa tarde,
    no nosso serviço ao cliente preenchemos um formulário de pedido de entrega em backoffice, no entanto, é depois necessário que o cliente preencha e assine o resumo do pedido/encomenda. Como podemos fazer constar alguns dos campos neste formulário https://form.jotform.com/231982128557363 neste formulário https://form.jotform.com/232014467955358?


    Obrigado

  • Christian Jotform Support
    Respondido em 21 de julho de 2023 às 20:43

    Hi Criaverde_geral,

    Thanks for reaching out to Jotform Support. I'm using a translation tool to provide assistance; you can respond using your preferred language, but we can forward this to our Portuguese Support if you prefer to be assisted in Portuguese. However, please note that it may take longer to get a response.

    It is possible to pass the values of some fields to another form; there are a number of ways to achieve that; can you please share more details about your use case? Do you want the form responders to be redirected to the second form conditionally? If yes, you can use the Change Thank You Page conditional logic, and the URL you'll use should include URL queries to extract data from the second form. This guide will show you how to generate a URL to use.

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

  • Criaverde_geral
    Respondido em 23 de julho de 2023 às 12:47

    Olá Christian,
    creio que a nossa necessidade é um pouco diferente.
    Ou seja, a nossa equipa quando recebe um pedido preenche em backoffice todas as informações necessárias ao aluguer de um determinado material. Para este efeito eles preenchem inicialmente este formulário:  https://form.jotform.com/231982128557363.

    O objetivo é que depois o cliente possa assinar as condições num tablet e aí precisamos de ter as informações preenchidas pelo nosso backoffice neste formulário: https://form.jotform.com/232014467955358


    Obrigado

  • Eiron_O Jotform Support
    Respondido em 23 de julho de 2023 às 16:19

    Hi Criaverde_geral,

    Thanks for getting back to us with additional information. I'll need a bit of time to look into this. I'll get back to you with an update shortly.

    Thanks for your patience.

  • Eiron_O Jotform Support
    Respondido em 23 de julho de 2023 às 17:41

    Hi Criaverde_geral,

    Thanks for patiently waiting. You can use the Tables prefill to prefill the information from a previously submitted form to another form. Let me show you how:

    • In Form Builder, click on Publish in the orange navigation bar at the top.
    • Click on Prefill on the left menu, then select Tables Prefill.

    How to conditionally pass field values to another form? Image 1 Screenshot 20

    You can also follow this guide on How to Prepopulate Form Fields With Data From Other Tables with Table Prefill.

    That's it. Give it a try and let us know how it goes.

  • Criaverde_geral
    Respondido em 23 de julho de 2023 às 18:15

    Ola Eiron,
    como consigo no segundo formulário encontrar a informação de que preciso? Ou terei que enviar sempre m link para o utilizador?

    Obg

  • Eiron_O Jotform Support
    Respondido em 23 de julho de 2023 às 19:00

    Hi Criaverde_geral,

    Thanks for getting back to us. You will have to send a prefilled form link to the filler. Once a form is submitted on the first form, then you can select the submission in the tables prefill. Let me show you how:

    • Select the Tables Prefill on the second form, then you can select the Table of the first form.
    • You can select the tab in your tables, then match the fields to your second form.

    How to conditionally pass field values to another form? Image 1 Screenshot 40

    Once the fields are matched, you can then create a prefill and select the submission data you want to pass to the second form:

    How to conditionally pass field values to another form? Image 2 Screenshot 51

    The prefilled form can now be sent as an invitation, or copy the URL and send it out to fill out:

    How to conditionally pass field values to another form? Image 3 Screenshot 62

    Let us know if you need any more help.