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Is this scenario possible?

  1. barry007
    Member

    I have an Attorney client that only does mediations. What we want to be able to do is:

    1. Have a case intake form that gathers the Attorney's, Plaintiff's and Defendant's data (there could be several of each) and save the data.

    2. We want this case form to partially populate from the database for repeat customers so they don't have to re-enter their basic info again.

    3. After a case form has been submitted we want to be able to populate some other forms from the initial case entry. Namely a settlement agreement that will populate with the Attorney's, Plaintiff's and Defendant's data. And also an invoice that will also populate from the case data.

    I already purchased the personal edition of Gravity Forms before I saw this part of the forum. I upgrade to the developer level if it helps get this job done.

    I am not sure if the above is even posible. Please let me know what might be the best way to go about accomplishing the above scenario.

    Thank you for any insight's.

    Posted 6 years ago on Tuesday February 26, 2013 | Permalink
  2. 1. No problem

    2. To populate a form with information from your database, you will need to use dynamic population and the gform_pre_render filter.

    http://www.gravityhelp.com/documentation/page/Using_Dynamic_Population
    http://www.gravityhelp.com/documentation/page/Gform_pre_render

    3. To populate other forms, you will use the same procedure as above in #2. Same for the invoice.

    This is all possible, but none of it is going to happen automatically. It will require PHP programming. The application you are building is custom and will require someone who is familiar with Gravity Forms and PHP to accomplish.

    Posted 6 years ago on Thursday February 28, 2013 | Permalink
  3. barry007
    Member

    Hi Chris

    What would be a god way to populate from a specific record? Each instance will have a "case ID number". Is there any documentation as to linking to a specific record?

    Also, I noticed on the job board that there is very little response to job request's. Where would you recommend looking for help if needed?

    Thanks for your help.

    Posted 6 years ago on Wednesday March 6, 2013 | Permalink
  4. Moved to the regular forums from the pre-purchase forum because you are a license holder.

    The job board is one-way, like a grocery store bulletin board. Post your job there with contact information, and interested parties will contact you. There are other WordPress-sites out there, like http://jobs.wordpress.net/

    Posted 6 years ago on Thursday March 7, 2013 | Permalink