I created an intake form on a public page and need to build a longer intake form on a password-protected page for my client to do follow-up intake. The private follow-up form will have has the fields and entries from the public form, plus additional fields the client will complete in an interview.
It appears that <data from entries> may be what I use for the populated fields on the longer, follow-up form but that's not clear to me yet from the documentation (the example page isn't linked anymore) or from the beginning of a longer form I've started to build. My client will need to "open" the longer follow-up form for each person who submitted the short form, and then complete the longer form while interviewing that person. Can you point me in the right direction for getting that done?
And, if possible, it would be great if the populated fields in the longer form are editable. Thanks.
The easiest way to do this is to create your long form only. Then, on the page you would like it to be short, you can limit the fields that show up by adding the "fields" parameter to your shortcode. Note: This will only work with Pro installed.
[ formidable id=3 fields="34,36,37,47,48" ]
The numbers are the ids for each field you woulld like to show. You can alternatively use the field keys that you can edit if you unlock them on the settings page.
5:42 pm July 22, 2010
King
3
Okay, so I create the long form on the password-protected page, then duplicate it on the public page and show only the fields that are intended to be publicly available, correct?
I already have entries for the shorter public form so I assume I need to create the longer form you advise, export the data from the shorter form that already had entries and import it into the longer form, then delete the longer form, ya?
Thanks very much for your help!
5:43 pm July 22, 2010
King
4
sorry, I meant: then delete the short form I was already using.
Will it work to just add more fields to your existing form?
12:54 am July 23, 2010
King
6
I did add fields to the existing short public form to create the long form, but I think I have to do it the way I described because the short public form is already online and the longer password-protected form is not yet.
But that's not the aspect I'm having trouble understanding now. I understand that following your advice I will have the same form displaying on two different pages — the password-protected page will display all the fields and the public page will display only some of them. What I have trouble conceptualizing is how the data for an individual gets "started" with the short form and "completed" with the long form. I want Joe Blow to be able to fill out the short form on the public page and submit it, then my client to be able to call up Joe's form on the password-protected side (the longer form) and fill out the rest of the fields during an interview with Joe. I don't yet understand how my client will be able to "open" Joe's partially-completed form on the password-protected side.
You can easily just add to the current form without the need to import your other data. But before you add any fields, just be sure to specify the list of fields that should show in the shortcode for your already-pubilc short form.
If your users won't be logged-in at the time they submit the short form, then it won't be linked to their account. However, if you will be adding info to the form from the admin, you could do a search for their name and edit the entry from there. To do this from the front-end, here's a page in the user manual that will help. The issue you will have here though, is that until I get the next release out where you can allow users other than the original logged-in submitter to edit entries. This will be release very soon though. Will it work for now to use the admin area for finding and editing?
10:26 am July 23, 2010
King
8
I'm not sure yet whether "completing" the full intake the intake from admin instead of the front end will be user-friendly enough for the client. They need it to be easy for a group of people to work down the list of short-form submissions and have a user-friendly interface to complete each individual's information while conducting an interview. I think it would be easier to complete the form from a pre-populated front end, but I haven't seen yet how easy or difficult it will be to complete a long intake from the admin.
1:12 pm July 23, 2010
King
9
I looked into completing the longer form on the admin side and I think that will work just fine, better than I had understood. Thanks again for all your help!
2:29 pm July 23, 2010
King
10
Sorry to bother again, but my existing form doesn't use the shortcode for the form but rather:
I took a shot at adding a $fields= parameter to identify which fields display on the public page with the short form but that didn't seem to work. Also tried unlocking the field key and then plugging the keys of the fields I want to display in the $key= parameter but that didn't work either. Any way to do this without the shortcode?
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