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Dynamic Population from previous entries

  1. So basically what I'm trying to do is set up a two-step process using two different Gravity Forms.

    The first form will document requests for an on-site job. Once this job has been completed, the second form will be completed to confirm payment, and such. Both forms will be completed by different people and this is an in-house usage.

    What I'm looking to do is populate the second form using entries from the first form. For example, a drop down of the possible clients to bill from the first form, and then populating the second form with information from the first form (address, etc.)

    I'm not sure if I should be figuring out how to use hooks, or query strings or...... I'll be learning the PHP portion of this for the first time and don't want to struggle with something when it might be the wrong solution. What do I do here?

    Thanks!

    Posted 9 years ago on Monday July 2, 2012 | Permalink
  2. David Peralty

    There currently isn't a way to link two form entries like you've mentioned. Gravity Forms can pass data between two forms that are filled out in concert, but not when they are filled out by different people over a period of time. There currently isn't a way to easily reference which entry you want to grab when filling out the second form and then filling out the necessary data.

    Posted 9 years ago on Monday July 2, 2012 | Permalink
  3. Hi David,

    Thanks for the reply- one more question. How about being able to have a drop-down list option of all registered users of my site. So this way, if I select a specific user, I'll be able to pre-populate fields with their metadata and contact information. Is this possible? What direction should I be steered towards to accomplish this?

    Thanks!

    Posted 9 years ago on Tuesday July 3, 2012 | Permalink
  4. David Peralty

    Yes, you should be able to do this. Have a look at the following topic:
    http://wordpress.org/support/topic/show-list-of-registered-users

    You could create a function in your functions.php to grab your users, and then pre-populate a drop down with their names:
    http://www.gravityhelp.com/documentation/page/Gform_pre_render

    Make sure your drop down has populate dynamically checked.

    Posted 9 years ago on Tuesday July 3, 2012 | Permalink