Service Form Help

Hello,

We would like to clarify a key requirement: The setup involves two forms that need to work in an integrated way.

• Form 1 will be filled out by the customer (Service Request Form).
• Form 2 will be completed by our field technician (Service Completion Form).

Both forms should be linked using a shared, auto-generated unique ID (e.g., Service Request Number). The goal:

• To collect service requests from customers
• Then track and document the actual service actions performed by our team
• And finally, to combine all data from both forms into a single record and export it as CSV

Can your plugin/module (e.g., CFF or similar) support this use case?

Thank you in advance.

Hello,

We are planning to make a purchase, but management would like to see a simple demo that illustrates how the system works before proceeding.

Below is a step-by-step summary of what we need: 1) Service Request Form (To be filled out by the customer)

• This form will only have a “Full Name” field (for demonstration purposes, this is sufficient).
• When the customer submits the form:
  • The system should automatically generate a unique Service ID.
  • This Service ID and the form data should be sent to a predefined email address.

2) Service Follow-Up Form (To be filled out by the technician)

• The technician will enter the Service ID into the form.
• The Full Name associated with that Service ID will be automatically displayed (read-only).
• There will be a text field for “Work Done”.
• Upon submission, this form will also send a notification email to the same predefined address.

3) Final Step: Export to CSV

• Data from both forms should be merged into a single row using the Service ID as the key.
• All records must be exportable as a CSV file.

In short, we kindly request a basic demo showing this functionality. A short video would also be acceptable if available.

Thank you.

You misunderstood us — we are not requesting a customization. Before making a purchase, we would like to see a demonstration of how the two forms work together as a process.

The first form will collect information and automatically generate a request number.
The second form will require entering the request number, and it should retrieve the information entered in the first form. Below that, there will be sections to fill in actions taken (such as text, numbers, etc.). Finally, based on the created request number, the system should generate a CSV file.

An example form that summarizes and demonstrates this process would be sufficient.

As you can appreciate, I am an employee and this task has been assigned to me. I would like to present this transparently and avoid any issues.

I believe you will be supportive, and I appreciate your help in advance. Thank you.