Archive: Setup A Form To Post Data To SharePoint List & Prefill A Second Form

Budget 61$ per month
Posted: 5 years ago
Closed
Description
So, I have the two forms (Form 1 and Form 2, and Form 1 has about 10 questions and Form 2 has about 30 questions). They are both Cognito Forms on the Cognito servers. My personal website where the forms are embeded is hosted through Bluehost. And the SharePoint server is part of another organization. I need someone to configure my form to post the data into a sharepoint list AND also to prefill Form 2 with the data that came from the fields they have in common. After Form 1 is submitted I also want a link to Form 2 to be embeded in an email and sent to the person whose email address was in the email field in Form 1. You can use MS Flow if you want.

Please Note: The person who will be filling out Form 1 and Form 2 will be different people. To help explain what I want to do better, picture this scenario:


A woman works in an office. She's the receptionist. A new lead (i.e. prospective customer) calls the office to request an estimate for landscaping services. As soon as the prospective customer says he's interested in an estimate the receptionist pulls up the tab in her browser with Form 1 in preparation for entering data into it. She reads each question from the form and enters the corresponding answer that was given to her by the prospective customer.

When she gets to the last question she thanks the new lead for calling and tells him that he will be receiving a link which will take him to a web form (Form 2) to answer some more questions so that we can gather the information necessary to give him as competitive an estimate as possible. She also tells him that, in order to have a sales person come out to his home to perform the estimate he must fill out Form 2 because one of the sections in Form 2 contains fields for scheduling an appointment with a sales person.


So, when the receptionist clicks "submit" to send the first form...that data is sent to a SharePoint list. Also, the data in the "firstName", "lastName", "address", "city", "state", "zip code", "email" and "phone" fields is prefilled into the corresponding fields in Form 2. And a link is embeded in an email message which is sent to the new lead so that all he has to do is open the email, click on the link and he will be taken to Form 2.

PS - I will upload a project folder after I hire someone.
Skills:
data entry,receptionist,competition,image,microsoft (ms),microsoft sharepoint,PHP programming language,web,website development
Category

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