How do you connect Jotform as an Extension?

Myles Dean
Myles Dean
  • Updated

Jotform features form design, where users can design customized forms using a drag-and-drop interface. You can connect a Form by following the instructions below:

Connecting Jotform

    1. Go to Modules & Extensions, and click Add New in the top right corner.
    2. Click Add under Jotform
    3. Set a title and icon that represents the extension.
    4. We're going to leave this as a Global Extension so that we can embed the same data for every client.
    5. Leave this as Show as embed so that the client isn't directed outside of the portal.
    6. Next, go to your My Forms page:
      • To share a Form, click the drop-down menu for the desired form and click Publish Form.
      • Click Embed in the top menu and then in the right dropdown, select *iFrame
      • Click the Copy Code button.
    7. Go back to the embed extension setup page and paste the code into the content box.
    8. Next, click Add. It will take you to the extension's page, where you can set the embed for each client.

*With this extension, the copy link method has had a scrolling error. This is the only extension so far that we recommend only using iFrame code.

 

Client Experience

    1. To check if the clients can view the extension properly, open an incognito window and log in with a test client account. Click Here to learn how to set up a test client account.
    2. Once logged in, click the extension on the sidebar to preview the client view.

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