This article requires the GP Easy Passthrough perk.
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Populating entry data into Gravity Forms is a common request and there are a myriad of solutions out there. With our Perk Easy Passthrough, we have the best method for populating values into your forms.
This tutorial will show you how to populate data entry onto one form into another, using WordPress and Gravity Forms. I’ll assume you’re running Gravity Forms 2.0 or greater, Gravity Perks and GF Easy Passthrough.
Overview
We’re going to create two forms:
- Form A is going to collect the name and email values entered by the user. These values will be passed to Form B using Easy Passthrough. When Form A is submitted, the user will be redirected to a page with Form B on it.
- Form B will populate the submitted name and email and display them as the default value.
- Create Form A
- Create Form B
- Configure Easy Passthrough
- Create the Confirmation Page
- Set Confirmation Settings for Form A
- Submit the Form
Step 1 – Create Form A
Our source form contains a Name field and an Email field.
Step 2 – Create Form B
We’ll be populating the Name and Email field from Form A into fields of the same type on Form B. You can add other fields as well, but in this tutorial we’re only going to populate the name and email into Form B.
Step 3 – Configure Easy Passthrough
- Navigate to Form B’s settings.
- Click on Easy Passthrough.
- Create an Easy Passthrough feed.
- Select Form A and map your fields.
Easy Passthrough will attempt to automatically map the fields for you, and you can make changes to those mappings at any time. You can even map fields to different types, but make sure to take care when doing so. Gravity Forms supports some complex field types, such as Checkbox fields, and the way the data in those fields is stored might not play nicely with your target field. As always, test your form thoroughly.
Step 4 – Create the Confirmation Page
With Easy Passthrough set up, you now need to direct your user to Form B after they have submitted Form A. The most direct method is to create a confirmation page that has Form B on it. Once a user submits Form A, they are immediately redirected to the confirmation page and Easy Passthrough will automatically populate data into Form B.
- Add a New Page and give it a title.
- Click the Add Form button.
- Select the Form B in the drop down menu.
Step 5 – Set Confirmation Settings for Form A
Set Form A’s confirmation page to our newly created confirmation page.
- Navigate to Forms page.
- Hover over Settings and select Confirmations.
- Select Default Confirmation.
- Set the Confirmation Type to Page.
- In the Page drop down, select the page you just created in Step 4.
- Save your confirmation settings.
Step 6 – Submit the Form
Awesome! Now you’re ready to see it all in action. Go submit your form.
When you’re redirected, you’ll notice that the entered first name, last name, and email are populated in the second form.
Conclusion
Now you know how to how to populate data entry onto one form into another, using WordPress and Gravity Forms! You’ll need Gravity Perks to do this: you can click the link below to get our Gravity Forms addons.
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Hi, I have a requirement where I need selected fields from 3 different forms to be stored on another form as a combined list of entries. Think of 3 booking forms, for 3 different events. Currently I have to export 3 lots of entries but it would be a lot easier to export from just one combined table. The existing forms either just have a standard confirmation or go to woocommerce to take a deposit payment depending on the event. I was think the notifications part of the forms which calls a number of things like sending an email to my printer and a text message could also call something that adds the merge tags and auto populates the new combined table. Is this something easypassthrough could do or am I wide of the mark?
thanks
Hi Steve,
What you can do here is to set up the Easy Passthrough feeds on the target combined form to receive form data from the three forms. You’ll then create a notification on the three forms and insert the URL to the target combined form with the Easy Passthrough token in a notification message box that will be sent to you or someone in charge. This will make it possible to populate the target combined form with the data from the source forms and you can then submit it. If you have any further questions you can get in touch with us via our support form. Best
Hello. Is there a way to pass one multi-file upload field to several single-file fields? That is, if the user uploads 10 files on the multi upload, it passes each of these files to 10-single upload fields on another form. Would this perk allow for this functionality? Thank you
Hi William,
This won’t be possible. GP Easy Passthrough does not support File Upload fields.
Best,
Can Easy Passthrough be used with a Nested Form where Form A has a field for Name. Form B is nested inside form A and also has a Name field. Can the Name from form A be passed to the Nested Form’s Name field?
Hi Karl,
That’s correct, Nested Forms should support passing values between forms using Easy Passhthrough feeds.
Best,
Is it possible to only show the conditional fields the user populated on form a to form b?
Example 1: If the user enters a specific donor level a section opens up where they can enter a quantity of meals they can order. How can I get the numbers entered to pass through? Thanks in advance!
Hello,
Creating two forms – Form A collecting initial customer data and Form B collecting user experience feedback after exiting a subscription service. We were hoping to pass through the Unique User ID we are generating on Form A to be able to link the data from both forms in the back end for our data analysis. The catch is, we are having them fill out Form B as an exit survey, which could be months or even a year or more after filling out Form A. We plan on sending a link to Form B on our cancellation page, not as a confirmation email delivered via gravity forms. Would this work – if not, what would you recommend?
Thanks, Emily
Hi there, wondering if this will work for my scenario:
Using Gravity Forms – Woocommerce – for each product, user enters in some text, phone and address fields on a gravity form, and adds product to cart.
If the user then goes to another product page during their session, I need those same values they entered on the first product page form to be auto-populated on this second product page form.
Is that possible?
Hi Brian,
It should work as a standard form. We’ve tested locally and seemed to work as expected for a logged-in user.
For a logged-out user you will probably require additional setup. If you have a Gravity Perks license, you can get in touch with us via our support form and we’ll be happy to dig into this further.
Best,
hi,how can I pass single line text fields to checkbox or drop down filed?
Hi Eco,
When you set up Easy Passthrough to pass a value from a single-line text field to a choice-based field like checkbox or drop-down field, the value being passed will automatically select the choice in the dropdown field matching the value being passed.
However, if what you’re trying to do is to pass the value of a single-line text field on a form as a choice for a dropdown field on the same form, then you can use the Live Mege tag for that.
Best,
Hi, I need to create a form B for each Entry of Form A so I will have multiple entries for form B. in form B i will have data from the most recent entry of form A but i also need to include data from previous entries.
Hi Georgia,
I’m not really tracking your use case very well. Can you send us additional information about your use case via our presale form to help us get a better understand of what you’re trying to do and see if we have a solution?
Best,
Does the passthrough have to be a “confirm” form A. Is it possible to passthrough field and auto-submit Form B? I have multiple of the same form in different languages and when they submit Form A-English (C-Spanish, D-French, etc) I want it to fill out (passthrough) to Form B, so that the reps can review it all in English (yes answers will be in other languages but questions will be in English), but that way ultimately all final entries are in one consistent Form (B).
Probably more info than needed, but ultimately I just want Form A to passthrough to Form B and auto-submit, behind the scenes.
Hi Gens,
Currently, when the values are passed to Form B, some sort of user interaction is required to manually submit Form B to create the entries. Since you want this to happen completely without user interaction, then you may want to check out GravityFlow. Their Form Connector add-on can create form entries from values in other forms without any user interaction.
Best,
Question: How do I populate multiple entries from a nested form into another form?
Background & Set Up: Form A is a parent form where a single client lists multiple assets through use of a nested form. Form B has a section where the clients name and list of assets is populated from the information provided in Form A.
Obstacle: Assets on Form B populates only most recent entry when I would like to populate Form B with all entries for that single client.
Thank you for your time.
Hi Kenneth,
We’re replying to your comment via email, so we can request additional information.
Best
Is there a way to create a new form populated with previous user info from a prior submission. The intention would be to saving the amount of time to fill in a form, copying and pasting info from previous form submission
Hi Joseph,
This should be possible with Easy Passthrough when you set up the feed to use the same form as both the Source form and the Target form and also enable the option to use the Logged in user’s last submitted entry. You can checkout this documentation with a similar setup. In case you would want to create a new entry for every submission, instead of updating the previous entry, then you wouldn’t need the snippet on the documentation page.
Best,
Hi Ryan,
Love the look of Easy Pass Through and Populate Anything, but unsure of how to meet our needs.
Here is the desired user flow:
Currently:
New:
Hope you can help!
Kind regards,
Aaron
Hi Aaron,
I’ve sent a reply to your questions via email.
Best,
Is there any limit to the number of fields that can be recalled into a previously submitted form to allow the user to edit their entry and resubmit?
Does it work completely with conditional logic on multiple fields?
Hi Tony,
1) There isn’t any limit to the number of fields. However, Easy Passthrough does not support File Upload fields so you wouldn’t be able to populate File upload with data from another form.
2) I’m not really tracking your second question very well. Could you please explain further?
Best,
On the demo in your documentation page (https://gravitywiz.com/documentation/gravity-forms-easy-passthrough/), when you submit data in form A, it doesn’t redirect to another page. Form B appears to load in the same page (the URL doesn’t change). How are we able to achieve this?
Hi Fiona,
The Demo on that page is within an Iframe, which is why it doesn’t show to redirect. You can read more about Iframes here
Best,
Hey Ryan,
Is it possible to import all the fields from several forms?
Basically we have a client where a user goes through about 7-8 forms. In the end we would like all the forms to be sent to the user as a joint confirmation email.
Hi Matt,
Yes, this should possible with GP Easy Passthrough. You will able to set up multiple Easy Passthrough Feeds, on a joint form that will accept data from all the other forms. Depending on how your forms are set up and how the users go through all 8 forms, you can either set up the confirmation page of just the last form to redirect to the joint form, or in addition to that you can set up the confirmation pages of each form to redirect to the next form the user has to complete. With this setup, when the user submits the joint form, they will receive all their form data sent to them via the notification email.
Best,
hi my requirement is little different. the form A i will be used as data entry form
and in the form B i need to call the data from from A entry (one form filed of form A) used one dropdown or search box and the relevant data should be filled automatically in form B
is this possible?
Check out this tutorial. Sounds like it’s exactly what you’re looking for! 😃
https://gravitywiz.com/how-to-look-up-previous-entries-with-gravity-forms/
In the tip you mention “you can also use this technique to populate data back into Form A from Form A”. Are there any particular instructions or notes about how to do this?
Hello Andrew, to allow the submitted data to load into the same form, you would set the EasyPassthrough settings to target the very same form you are on. Let us know if you have any other questions. 😀
Thank, I figured it would be something along those lines. One client had a request for 3 fields in their form: 2 single line text fields, and 1 dropdown selection field. The form is more for internal use for their drivers and they want these three fields to be remembered when the driver re-submits the form each time so they don’t have to keep typing it in. Is your plugin here a solution for this, basically a session cookie type experience? Just confirming it would be device specific, as in one user’s submitted data wouldn’t appear on another user’s device. So, the user would only see their OWN information populated when visiting the form?
Hello Andrew, Yes our perk would work out for this use case. If a user is logged in, Easy Passthrough has a setting which allows logged in users information to show correctly. If they are not a user, you can set the form to use a token that would allow for the session to be remembered when it gets passed through, this would only send the information pertaining to that entry and not anything else. Hopefully that helps. 😀
Thanks Ryan!!
It is possible with GP Easy Passthrough to pass the data depending on the selection that a user chooses from a dropdown to different receiving forms but in different WordPress installations?
Hello Rafael, we have replied back in a ticket. Looking forward to helping you out with this one. 😀
Hi, Easy Passthrough looks promising as a solution for a website I’m building for a Homeowners’ Association. I want to find out if it will indeed meet our needs. We have two Gravity forms. The first form is a Project Approval Request (PAR) form that is submitted by homeowners. The second form is a Project Approval / Denial (PAD) form that is submitted by the HOA approval committee to either approve or deny homeowners’ project requests. When the PAR form is submitted by a homeowner, an email notification containing all the submitted fields is sent to both the homeowner and the approval committee. Currently, the approval committee is required to copy and paste all the data submitted by the homeowner from the PAR email notification they receive into a large text field in the PAD form and also copy and paste a couple of individual fields such as homeowner name and homeowner email address (which are needed for the PAD email notification to the homeowner). My question is can the Easy Passthrough plugin be used to eliminate the need to copy & paste and instead pass field data from the PAD to the PAR even though 1) the same user does not submit both forms, 2) a homeowner may have multiple PAR entries awaiting committee approval, and 3) the PAD and PAR forms will be submitted in different login sessions? If the plugin can handle this situation, how do I configure the plugin settings, email notifications, etc. to implement the solution? Do I add the Easy Passthrough Token to the PAR email notification that goes to the approval committee? Will the token work even though it was generated for a form submitted by a different user? Thanks, Darlene
Hello Darlene, This is a great question. If the user submits a form, the easy passthrough token will contain a query parameter that allows for the data to be sent to the next form. The next form then would be able to populate fields that have been mapped from the first form into the correct spots making the form pre filled out. We actually have a tutorial on how to populate one form to another found here. You also can take a look at our ability to edit entries on the front end found here. Another solution would be to something dedicated like GravityView to display and alter the entries. To answer each question 1) Yes you can actually create a third form that contains all the information if you would like. Please note that when the user submited the PAR form both the information from the PAD and PAR will be saved as an entry so you already have the information in one entry found here. You could use a solution like Populate Anything to populate this entry data into the Users previous entries area you create. 2) Multiple approvals would require a second solution. You can use Populate Anything to create a drop down of the selections then use populate anything to populate each field with the information. To take it a step further, you can use something like Unique ID to tag each entry with its own submission/application number. 3) The plugin will allow this as you will be sending a Notification to the PAR with Passthrough Token to the second form that will be filled out with the PAD information. Hopefully this answers your questions. 😊