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JotForm Individual Form Dashboard

JotForm Individual Form Dashboard

The JotForm Dashboard for each of your forms contains a list of all form fields and field types. From the dashboard, you can change field names, delete fields, generate webhooks, and access the form ID.

Learn more about On2Air: Forms

We integrate with third-party form solutions and currently support JotForm.

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In this article

On2Air Fields

This contains a list of every field, field type, created date, and updated date from your form.

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Field Details

You can update your Form Field configurations from this dashboard

  • Select Details
  • Select Update Details
  • This will open your configurations table allowing you to set up or change your configuration
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Settings

  • Question ID - The order of your field
  • Type - Displays whether this is a Select Field, Sub-Select Field, or Placeholder Field
  • Code - Displays a unique ID
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Delete Field

  • To delete your field, click the Delete Field button on the right-hand side
  • In the popup, click Yes, I want to delete this fieldWARNING: This action cannot be undone

To return to your form fields

  • Select Back to Form Fields
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Add a New Field

  • Click New Field
  • Click View JotForm Builder
  • You will be redirected to your JotForm editing page
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Links

Links are automatically generated URLs you can use to prefill form fields with your Airtable data for your form user.

This gives your user a more custom and simple experience when filling out your form.

Setting Up Your Links

  • In Links, click Initialize Links
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Sources

Sources allow you to pull data from your Airtable records to use as pre-filled values in your form fields.

Sources is used if you want to update existing records in Airtable. It is not needed if you are only creating new records.

  • Repeat the Sources steps for each prefilled form field
  • Click New
  • Add a Source Name
  • A URL Parameter Key is automatically generated to match your Source Name
  • Select your Airtable Connection
  • Select your Airtable Base - The base containing the information you want to prefill
  • Select your Airtable Table
  • Select your Airtable View (Optional) All records are used as the default
  • Use Record ID (Optional) - Match your Field Record by the Record ID instead of the Lookup Field
  • Lookup Field - Choose the Field in Airtable used for the lookup
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Once a Source is created, you will see columns containing

	**Name** - Your Source Name
	**Param Key** - The parameter to be used in your URL
	**Source** - The Airtable base and table used as your data source
	**Field** - The field in your table used as the prefilled data

To Update your Source, click Update Details

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  • To Delete a Source, click Edit next to the Source
  • Click ** Delete**
  • Are you sure you want to delete this source? Click Delete
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Field Links

Field Links are used to map the data from your Airtable base to your form fields. While Sources provides you with the source of data to display, Field Links is the connection from your Airtable data to your specific JotForm fields. These are also useful for adding default values to newly created records.

  • Repeat the following steps for each field in your form

Connecting to Your Form Fields with Field Links

  • Click Sync to populate the fields from your form
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Once Field Links are synced, you will see columns containing

	**Form Field** - The name of your field in JotForm
	**Airtable Field** - The Airtable field and Source
	**Create Default** - The default value for newly created field data
  • Click Edit to connect your form field to your Airtable field
  • Select your Source (Table) You will see the Source name and the Table name
  • Select your Airtable Field _This needs to match the Initial Field you chose in the form builder in Advanced Search Configuration _ Currently, there is no way to have it automatically populate your Initial Field

Example: A Select field in my form is from my States table and the Initial Field is State. The Airtable Field in Field Links also needs to be State.

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Default Value on Create (Optional) - Set a default prefill value to be used for Create links

Links Settings

Response Format - Used to determine how the link is formatted * OptionsRedirect - When the Create Link or Edit Link is used, it will automatically redirect to the third-party form URL style, while still maintaining the prefilled values Inline - Uses the generated URL exactly as seen JSON - This will output a JSON response containing the URL Useful for Scripting

Advanced Format Features

You can pass in a parameter of ?response_format=inline or any other response format (json or redirect) at the end of your URL to override the response type

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Code - A unique code for your Links setup (Useful for referencing as a unique ID) _If you would like a new code, click Refresh Code _

After Sources and Field Links are complete

  • Click Update Links Details to update your links
  • Click Discard Changes to discard your updates

Using Your Create Link and Edit Link

Once your Source(s) and Field Links are set up, your Create Link and Edit Link templates will automatically update

Create Link - Used for creating new records in your Airtable base

Edit Link - Used to edit existing records in your Airtable base

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  • Click the Copy icon next to the Create Link or the Edit Link
  • You will then add your pre-filled value into the URL
  • The Edit Link will need to have data from your Airtable field record

Example Link

http://formsapi.o2adev.com/api/forms/links/edit/zK0GxKsr?state={States.State}&city={Cities.City}

state = The URL parameter that was automatically created when you added a Source Name

city= The URL parameter that was automatically created when you added a Source Name

States.State = States Table and State Field

Cities.City = Cities Tables and City Field

A Sample Pre-Filled Link

http://formsapi.o2adev.com/api/forms/links/edit/zK0GxKsr?state=California&city=Burbank

We used California as the State and Burbank as the City. If you chose Record ID in the settings instead of a Lookup Field, you will need to use the Record ID as the pre-filled value.

Both California and Burbank are field options for State and City in our Airtable base

You can use this form link wherever you need to pre-fill the values of California and Burbank

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Destinations

Destinations are used to send your completed form data to either Airtable or to other locations using a webhook. You can update current Airtable records or create new records with Destinations. Additionally, you can send form data to other tools you use through webhooks.

You can even send data to both Airtable and webhooks at the same time. Destinations allow you to use your submitted form data and send it wherever you need it.

Create a Destination

Set up a Destination to lookup the corresponding Airtable data to either create new records or update existing records.

To set up Destinations, go directly to Destinations from your On2Air: Forms setup

You can also search and select On2Air Forms in the JotForm Integrations directory, then click the Destinations link. This will take you to the On2Air: Forms Destinations dashboard.

  • Click New Destination
  • Select Webhook or Output
  • Webhook - Used to post data to a webhook URL

    Output - Used to send data directly to Airtable

. Webhook Destination

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  • Click Update Details
  • Paste your Webhook URL
  • Click Update Webhook Details
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Your Webhook should be automatically Enabled

  • If not, switch the toggle to green to enable your Webhook
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Output Destination

  • In Destinations, click New Destination
  • Select Output
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  • Click Update Details
  • In the Destinations section, click New
  • Add your Destination Name
  • Select your Airtable Connection
  • Select your Airtable Base
  • Select your Airtable Table
  • Select your Airtable Destination Mode
  • Create - Used to create new Airtable records Update - Used to update existing Airtable records

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  • Select your Airtable View (Optional) (Displays when Update is chosen) All records are used as the default
  • Use Record ID - Update your Airtable records using the Record ID (Displays when Update is chosen) (On/Green by Default)
  • Record ID is available for On2Air: Forms Select and Sub-Select fieldsIf using Record ID, add the text ‘recordid’ in the Field Key below to match and identify the fieldRecord IDs are useful for Linked Record fields and for uniquely identifying the fieldHow to view Record IDs in your Airtable Base

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Create If Not Found - If no matching record is found when trying, this will create a new record with your information (Displays when Update is chosen)

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Form Field - Choose a field from Airtable to use as the lookup field (Displays when Update is chosen)This is the field we want JotForm to lookup

Form Field - This is the JotForm field where we are gathering the data from to send back to Airtable (Displays when Update is chosen)

  • Click Sync to populate your form fields

Field Key (Optional) - Specify the field in Airtable where your form data should be sent

Field Keys are only needed if using any of the On2Air form fields of Select, Sub-Select, or Placeholder.The Field Key needs to be recordid if Record ID is selected for updatingIf not using Record ID, you need to type in a text value that matches a Field you chose in Display Configuration in the initial setup of your form _ Currently, this does not automatically detect the Value field so you will need to type in the name_ __

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  • Click Done
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Field Links

Field Links are used to map the data from your JotForm fields to your Airtable fields and send the data back to Airtable.

  • Repeat the following steps for each field in your form

Connecting to Your Form Fields with Field Links

If you choose Update in the initial Destination setup, then clicked Sync in Form Fields, your Field Links should have already populated.

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  • If not, click Sync to populate the fields from your form or to refresh for any new fields in your form.

Once Field Links are synced, you will see columns containing

	**Form Field** - Displays the name of your field in JotForm connected to your field in Airtable
	**Airtable Field** - The Destination Mode and Airtable field
	**Clear on Empty** - If Yes, the field will be cleared if nothing is specified in form submission. If No, the field will maintain the value already present in the Airtable base. _(Displayed for Updates)_
  • Click Edit to connect your form field to your Airtable field
  • Select your DestinationYou will see the Destination Mode (Create or Update), Base Name, and the Table name being used for the Update
  • Select your Destination FieldThis is the Airtable field you want to connect to a specific JotForm field to be created or updated

Field Key (Optional) - Specify the field in Airtable where your form data should be sent

Type in a text value that matches the field in your base you want to update or createField Keys are only needed if using any of the On2Air form fields of Select, Sub-Select, or PlaceholderCurrently, there is no way to have it automatically populate your Initial Field

_Example: _A Select field in my form is from my States table and the Initial Field is State. The Airtable Field in Field Links also needs to be State.

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Destination Output In Airtable

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Destination Settings

Post Webhook - After your Output Destination sends the new or updated data to Airtable, you can send the new or updated data to a Webhook

  • Paste your Webhook URL
  • Enable Send Destination Records (Green)

Code - A unique ID for your Destination To create a new ID, click Refresh Code

JotForm Fields

This contains a list of all the fields on your form. It will automatically generate based on current and new fields. This is a useful utility tool to help you manage your form fields.

To sync your fields

  • Select the JotForm Fields tab
  • Click the Sync Fields button
  • You can also click Sync on the right-hand side
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You will see columns for

Order - Field order on form Question ID - JotForm Field ID Field Name - JotForm Unique Name label (Located in Field properties in JotForm)Field Source - Field Source of either and On2Air field source or a JotForm field source Type - Field type Text - Form field label Gear icon - Allows you to change the name of a field

Change the Name of a JotForm Field

To change the name

Please note this only changes the name in the On2Air dashboard, not your form in JotForm

  • Select the JotForm Fields tab
  • Click the Sync Fields button
  • Select the Gear icon next to your form field
  • Select Update Name
  • Change your field name
  • Select Update Name or Discard Changes
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Settings

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  • Form Builder - This will direct you to your form builder on JotForm
  • Published Form - This will direct you to your published form
  • Form ID - A unique form ID
  • Update - Select Update Details to change the name of your form and add a form description Note: This only changes the form name in the On2Air: Forms Dashboard
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  • Delete - Click Delete
  • Click Yes, I want to delete this form and its fieldsWARNING: This action cannot be undone
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  • View JotForm Builder - Click this button in the top right-hand of the screen to be directed to the JotForm Builder