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Re-populate form upon log in & calculations

  1. A client of mine is interested in using an intelligent form as an assessment & lead generation tool.

    It would be a multi-page intelligent form which upon submission, creates a user account and writes their results to the WordPress database and sends it off to Salesforce.

    Of course, they would like the user to be able to return to the page and upon logging back in, have their latest responses in place.

    Another goal is to use perform calculations using their responses (e.g. Using product "w" will save you "x" hours per week. At a rate of "y" dollars per hour over one year this will save you "z" dollars).

    So fairly simple math of x*y*50.

    Would the combination of your GF plugin plus the User Registration and Salesforce add-ons achieve this?

    Thanks.

    Posted 10 years ago on Wednesday January 25, 2012 | Permalink
  2. You can integrate with SalesForce using a 3rd party add-on, not created by Rocketgenius (Gravity Forms): http://wordpress.org/extend/plugins/gravity-forms-salesforce/

    There is no built-in way to allow a logged in user to come back and edit their entry. If the information were stored as part of their user profile, you could use WordPress functions to allow them to log in and make changes, but it's not built in to Gravity Forms. It's on the roadmap for a future release as it is frequently requested.

    Math is possible. You would have to write some custom code and place it in your functions.php to perform the calculations. How you do it depends on if you want to store the information with the entry or just display it to the visitor.

    With the exception of the user returning to manage their entry, the rest is possible. Please explain what information they would be submitting and how you would store it so we can better answer if the visitor will be able to return and edit their submission. Thanks

    Posted 10 years ago on Monday January 30, 2012 | Permalink
  3. Thanks for the info Chris. I'll circle back once I have a wireframe of this form.

    My initial thoughts were that all responses would be captured in the WordPress database and sent to SalesForce. However SalesForce may only need a subset of the info (e.g. user info plus calculated results).

    Posted 10 years ago on Wednesday February 1, 2012 | Permalink

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