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Creating a Form

We would like to create a form identical to this one - https://www.cognitoforms.com/Oyerinsurance/PhoneAppointmentLogCopy . This form expands based on the questions answered. We also need it to be able to fill out in the background a Mississippi Insurance ID Card as well as an Binder for Auto Insurance.  So we would like to enhance the form as we are filling out data to have create the appropriate forms for the auto and homeowner evidence of insurance as needed.  Once the form is completed, it would then be emailed to our Client Processing Department for processing.

 

We are looking to hire someone to help us develop a workable form for our insurance agency.  We do not have the skill to do this ourselves.  

https://www.cognitoforms.com/Oyerinsurance/PhoneAppointmentLogCopy

Thank you for giving me any advice on this you can!

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Thanks to all for your help, this has been resolved.

View solution in original post

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Community Support
Community Support

Hi @Bubba1 ,

Do you want to expand the form based on the choices about Radio/ Checkbox?

Do all the DataCards on the page belongs to the same EditForm?

Do you want to submit all the information to the same table?

According to your description, PowerApps can meet your needs.

About expend the form based on the choices about Radio, you could set the form’s Visible: If(Radio2.Selected.Value="Yes",true,false)

About expend the form based on the choices about Checkbox, you could set the form’s Visible: If(Checkbox1.Value=true,true,false)

For the specific design of a form, you can view the following article:

https://powerusers.microsoft.com/t5/General-Discussion/Customize-edit-form/m-p/33335?advanced=false&...

 

 

 

Best regards,

Community Support Team _ Phoebe Liu

Community Support Team _ Phoebe Liu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
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See answers below:

 

Do you want to expand the form based on the choices about Radio/ Checkbox?  Yes

 

Do all the DataCards on the page belongs to the same EditForm?  I'm not sure about the answer to this question.  But based on my reading of DataCards the I think the answer is yes.

 

Do you want to submit all the information to the same table?  If I understand this correctly the answer is yes.

 

Would you know of anyone who could create this for us?

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Hi @Bubba1 ,

1、expend forms by radio,checkbox

About expend the form based on the choices about Radio, you could set the form’s Visible: If(Radio2.Selected.Value="Yes",true,false)

About expend the form based on the choices about Checkbox, you could set the form’s Visible: If(Checkbox1.Value=true,true,false)

2、submit serval forms at the same time to the same record:

I recommend you use the function of Patch instead of SubmitForm.

Form1: to fill in the column of Title

Form2: to fill in the column of price

Foem3: to fill in the column of amount

Set the button’s OnSelect:

Patch(fruit,Defaults(fruit),
                                     {TitleataCardValue23.Text,
                                      price:Value(DataCardValue13.Text),
                                      amount:Value(DataCardValue3.Text)}                 
)


test1_410.jpg

3、I recommand you use servel forms in one page.Choose the fields you need  in every forms.

Community Support Team _ Phoebe Liu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
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Thanks to all for your help, this has been resolved.

View solution in original post

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