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Breezing Forms 2 weeks 1 day ago #253884

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  • martindsn
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We are needing to be able to take the breezing form records from specific forms that customers fill out and submit, then we need to add additional information to the records such as job number and job status, then be able to update the status of each submission, and have it all viewable to the client under their own account as a menu item.

We've tried but it seems a bit beyond our scope of expertise of Breezing Forms and Content Builder.

Let me know if there is someone capable of doing this for us. See attached.

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Breezing Forms 2 weeks 1 day ago #253891

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Hi,

using BF with integration of CB, you can see submitted records of specific form in list view.
There you can edit these records, did you try it like this?

P.S: there is no attached image :)

Regards,
Tihana

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Last edit: Post by tihana.krivic.

Breezing Forms 2 weeks 1 day ago #253905

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Hello. Thought I had attached the image. Here it is again. Currently, we are receiving the data from different customer forms, then entering the information into Form Maker, that we can then update status several times as well as have the customer view just their specific orders under their account. The screenshot attached is the Form Maker version of the list view under a client's account.

So the breezing form would have to contain hidden fields that the customer can't see when they submit the data such as job number and status, but we can then easily input that information so the client can see it on their account. I assume breezing form would have the ability to have hidden fields that we can edit afterwards, or can additional fields be added in Content Builder so they are viewable to the customer?
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Breezing Forms 2 weeks 1 day ago #253910

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Hi,

in breezingforms you can add hidden input, and add some value in this input.
This hidden input can be show in list view of contentbuilder if you are using integration BF and CB.

Let me know if you need more help

Regards,
Tihana

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Breezing Forms 2 weeks 1 day ago #253913

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Thanks for the assist. We are still trying to get a grasp of how to get it done. However, I think it is beyond our level of expertise when it comes to Breezing Form and Content Builder. Is there an option to purchase consultation time and assistance from Crostec? We are a very fast growing company and would love to get this resolved so that the ordering process is able to keep up with us.

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Breezing Forms 2 weeks 1 day ago #253916

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Hi,

ok, I can do it for you and help you with this.

If you are using integration of BF with CB then in CB you can see records of specific form(s), but with this integration you can't add additional fields in CB, this only will shown records of selected form

But as alternative you can add some fields in breezingforms, and make it readonly

Regards,
Tihana

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Last edit: Post by tihana.krivic.
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