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Piping data from one form to another
Answered
Posted Dec 05, 2023
Good day,
Is there way to pipe data from one form (after a user submits it) into another form?
Can a new form automatically be opened up after he submits this one with some of the fields already pre-populated based on responses from the first form?
Can custom redirects be done on the submit button of a form (so it goes to Form 2)?
thanks
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5
5 comments
Dakota
Yes it is possible to pass data from one form to another in Zendesk. :) Here are a few options to accomplish this:
The key for all options is making use of those custom tags, URL parameters, and API endpoints to dynamically link data between two separate form tickets/requests.
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Stephan Marzi
Hi Mark,
As Dakota already described the most effective way is to handle things with respective tags, triggers or even makros. Forms can be connected to organisations, end-users, agents or whatever by using the methods agreed above.
I am also using an API-connection to SAP and would be able to use an additional web-service of the company Knots as well. They are providing a special studio and additional ways of automation.
For further details, please contact me.
Take care,
Stephan
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Mark
Thanks guys, I will check these soon and let you know :)
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Brandon (729)
Hey Mark,
I'm curious to the use-case here wherein you'd need a customer to submit more than one request. I'm wondering if linking the tickets or using conditional fields might help here? Alternatively, MyndBend and SweetHawk both have more complex workflow applications that might help you streamline that process.
That said, the steps outlined above should suffice for a workaround if the use-case demands it.
Brandon
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Brandon Taylor
Unfortunately, Zendesk doesn't offer a native way to directly pipe data from one form to another and automatically open the second form with pre-populated fields. However, you can achieve this functionality through various workarounds and integrations:
1. Triggers:
2. Apps:
3. Custom Redirects:
4. Dynamic Content:
For basic data transfer and pre-population, triggers offer a free solution with reasonable functionality. If you need more advanced features like branching logic or conditional pre-population, consider exploring apps like Form Fusion. Custom redirects are best for specific scenarios when you require fine-grained control over the user journey.
Note: Remember to test your chosen solution thoroughly before deploying it in a production environment.
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