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.



In this article

On2Air Fields
Links
Destinations
JotForm Fields
Settings

On2Air Fields

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



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



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



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 field
WARNING: This action cannot be undone

To return to your form fields

Select Back to Form Fields



Add a New Field

Click New Field

Click View JotForm Builder

You will be redirected to your JotForm editing page



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

Initialize Links

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

Create a New Source

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

Update Details

To Delete a Source, click Edit next to the Source

Click Delete

Are you sure you want to delete this source? Click Delete

Delete Source

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

Sync Field Links

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.

Match Initial Field

Edit Field Links

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
Options
Redirect - 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

Response Format

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

Automatically Generated Links

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

Prefilled Links for Forms

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

Add a Webhook Destination

Click Update Details

Paste your Webhook URL

Click Update Webhook Details

Add Webhook URL and Update

Your Webhook should be automatically Enabled

If not, switch the toggle to green to enable your Webhook

Enable Webhook

Output Destination

In Destinations, click New Destination

Select Output

New Output Destination

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

Update Details - Destinations

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 fields
If using Record ID, add the text ‘recordid’ in the Field Key below to match and identify the field
Record IDs are useful for Linked Record fields and for uniquely identifying the field
How to view Record IDs in your Airtable Base



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)





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 updating
If 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


Value Field in Initial Setup

Click Done

Destinations - Done

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.

Automatically Populated Field Links

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 Destination
You will see the Destination Mode (Create or Update), Base Name, and the Table name being used for the Update

Select your Destination Field
This 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 create
Field Keys are only needed if using any of the On2Air form fields of Select, Sub-Select, or Placeholder
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.

Edit Field Link

Destination Output In Airtable

Destination Output In Airtable

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



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



Settings



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

Update Form Details in Settings

Delete - Click Delete

Click Yes, I want to delete this form and its fields
WARNING: This action cannot be undone

Delete Form in On2Air: Forms

View JotForm Builder - Click this button in the top right-hand of the screen to be directed to the JotForm Builder
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