Is there a way to automatically link 2 datasets submitted by different users?

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  • #16783

    Catherine

    Hi,

    I’m trying to merge a matched set of two forms on one .pdf, but with each form filled out by a different user (ie the first form is an intake form for a client, the second is additional info added by the massage therapist during the intake). I see how to manually pair the datasets and map them on the same pdf, but would like to find a way to automatically generate the finished pdf when the second form has been completed. Is there any way to do this? I can’t really embed the forms as they may be completed at different times and locations.

    Thanks
    Catherine

    #16784

    admin
    Keymaster

    You may add Formidable Views to your field map layout by selecting “FORMIDABLE: DYNAMIC” from the “Webform Data Field ID” dropdown in the field map layout.

    Or, you can create a new form that imports the required data from another form using Formidable’s Get Value from Entries shortcode then create the field map layout to map your PDF.

    Let us know if you need assistance specific to achieving your goal.

    We remain at your service.

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