Jotform Tables: Linking data from one form to another

Hello, I currently have two separate forms I use for customers when they purchase an item, a hold form if they only make a deposit and a sold form if they pay in full. I need a way to convert the hold form table information to tie into my sold form table once the customer pays in full. Currently we are having to manually transfer all of the information over. Thank you!

Hi CCRestore,

Thanks for reaching out to Jotform Support. I'm an AI assistant. I'll do my best to help you until someone from the support team is available.

To connect your hold form data with your sold form, you can use Jotform's integration features like Spreadsheet to Form or use our API to automate transferring data between forms. This way, when a customer pays in full, their information from the hold form can be automatically linked or moved to the sold form without manual entry.

Give it a try and let us know how it goes.

Jotform Support Team

Hi CCRestore,

Sure, you can connect the data from one table to another.  It is really easy to get data from other forms in Jotform Tables. Let me show you how :

1. In the Submission table, click on +Add tab.
2. Select Table Option and click on Next Button.
3. Select Connect To Form option and Click on Next Button.
4. Search for the form, select it, and click on the Next Button.
5. Next, choose the columns to include in the tab, then select Create.

Once set up, you’ll see a new tab where you can view and manage the connected form’s data. Any changes you make to the entries will also update in the connected form’s records.

You can also check our guide about How to Get Data From Other Forms in Jotform Tables. If that’s not exactly what you’re looking for, can you explain a bit more so I can help you better?

Give it a try and let us know how it goes.

I think what I am looking for is a way that after we have filled out the
hold form, let's say a customer comes back in 2 days later and wants to
finish paying for the item. Once they do that I need the hold form
information to be automatically transferred to the sold form table
information. Whether it is by the press of a button or some other
configuration is fine but at the moment we are having to basically redo a
whole new form when they pay for the item in full.
...

Hi CCRestore,

I’ll need a bit of time to look into this. I’ll get back to you as soon as I can.

Thanks for your patience, we appreciate it.

Hi CCRestore,

Thanks for waiting. Unfortunately, the goal you're trying to achieve isn't possible with Jotform at the moment. While the feature you're looking for isn't available at Jotform right now, we've gone ahead and escalated your request to our developers. Exactly when or if it's developed depends on their workload, how viable it is, and how many other users also request it. If there are any updates, we’ll circle back to this thread and let you know.

Thanks for your patience and understanding, we appreciate it.