MANUAL
Forms Management System: www.formdesk.com
 
 
 

Edit completed forms from within email messages
 
You can send yourself and your client an email message with a link that can be used to open a pre-filled form, edit the input, and re-send it. This manual describes several purposes for this link in combination with the group email or email messages upon form completion.
Besides the methods explained in this document, you can also add completed forms from within the Results Overview.
 
This document discusses the following:

How to use it
The differences
Examples
Remarks
 

How to use it
To provide the recipient of the e-mail message with the option to open and edit the pre-filled form using a link or button, one of the following system codes needs to be placed in the email message. You can view a list of the system codes by clicking the [abc] button on the toolbar followed by "system codes".
 

The differences
Link:
A hyperlink with the complete URL. Example: https://www.formdesk.com/demo/features_edit2?editcode=KMKQUc

Button:
A button with standard image

Url:
The URL itself is not clickable, but you can use this if you wish to create a hyperlink yourself. Highlight the text you wish to create a link of, click on the paperclip icon in the toolbar and use the [abc] button to paste the system code. Example: click here to open the form.

Once / always:
You can make sure the link/button can only be used once. This means that whenever the form is opened and submitted, this can't be done a second time. However if you want the ability for the form to always be opened, edited and submitted, then choose for a "Edit entries always..." system code.
 

Examples
Group email:

Dear customer,

Please check your data as printed below. To update your data, click the following link:
[_fd_Edit_Once_Link]

[_fd_CompletedForm]

Learn more about your options for inviting a group of people to fill out your form.

Dear customer,

Please verify the data as printed below.
If you want to make any changes, please click the following link:
[_fd_Edit_Link]

[_fd_CompletedForm]
 
Auto responder:

Dear customer,

Thank you for registering with us. If you want to change any of your data in the future, click the following link:
[_fd_Edit_Link]
 
Email notification:

The request below has been submitted.
To update or add information, click the following link:
[_fd_Edit_Link]
 

Remarks
Each time the form is sent in again, email messages as the notification message, autoresponder and the email verification are sent again as well.
The system codes won't work with a loginform (option 'Visitor must be able to maintain own form entries' on the Settings tab) because these entries can already be accessed with a username and password.
The system codes offer powerful possibilities in combination with the group email for sending invitations to fill out the form. See the manual on sending invitations.