How to create a multi-form process flow with JotForm
This information is useful if you would like to redirect from one form to another form (eg. if you have a consent form and want to send the client to a patient information form). We'll show you how to redirect a form in JotForm and pass the relevant information to the second form. This will ensure that the second form is linked to the client's profile.
Create a redirect in JotForm
The objective
For this example, let's assume we have Form A and Form B. When a user submits Form A, we want to redirect them to complete Form B.
1. Get Form B's URL
You can find the URL of the form by clicking on "edit form" in JotForm, then click on the "publish" tab. At the top of the subsequent page, you will see a "link to share" - this is the URL for your form. Copy this to your clipboard.
2. Redirect Form A -> Form B - making sure to pass information required to connect the submission to their profile in AppointmentGuru
- Take the URL from step 1 above
- Click to edit Form A.
- Under settings -> thank you page, check the box that says: "redirect to an external link after submission."
- Enter in the URL from above
- IMPORTANT: to the end of that above URL, append:
?relationship_id={relationship_id}. This will pass the client's ID to the following form so that the submission can be linked to their profile in AppointmentGuru. Form B's submission will not be linked to the client's profile if you do not do this.
Your redirect URL should look something like this:
https://form.jotform.com/20255454566572?relationship_id={relationship_id}
And you're all set! When the client completes Form A, they will be redirected to Form B, and all the necessary information will be passed between the forms.
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