Support » Developing with WordPress » Copy a fillable form to paste into another system

  • Here is the scenario:

    We are doing intake calls and have a specific outline of information to gather and then put into our CRM into our CRM notes. We want to create an online form where we can enter the information and then COPY it from the fields to paste into our CRM. Submitting this via a contact form by email is not an option for security reasons and the form should have a clear button and copy button. Is there any easy way to do this via a plugin?

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  • Submitting this via a contact form by email is not an option for security reasons… . Is there any easy way to do this via a plugin?

    I find it somewhat amusing that you can’t trust the security of a properly encrypted email, but you’re willing to trust a random plugin written by an unknown entity 😀

    Anyway…

    You’re not going to be able to select and copy (just) all the form fields in one go when the form has not been submitted. You may end up selecting everything on the page itself… while missing some of the form’s fields.

    One option is to use a form builder plugin that saves the entry into Your WordPress site’s database. Then you can later open the individual entries from the WordPress dashboard, and copy and paste into your CRM.

    But, of course, this will send the data over the network, but still witing your own website (and hopefully, your own server). But then again, if your site uses HTTPS, the data should be encrypted while in transit.

    If you don’t want the data to traverse the internet at all (even when encrypted), you could set up a local (OFFLINE) WordPress site just for this. Or use build your forms and database with an office productivity suite like OpenOffice Base, Microsoft Microsoft Office Access, or Apple FileMaker.

    Moderator bcworkz

    (@bcworkz)

    You could maybe use the newish Clipboard API to place specific form elements into the local computer’s clipboard. The “Copy” button on the page would execute the JavaScript that would accomplish this. This currently is not supported by the IE browser (Edge OK). Partial support by FF. If everyone in your organization is using something besides IE, it could be an option for you. Additionally, it was developed specifically with better security in mind.
    https://developer.mozilla.org/en-US/docs/Web/API/Clipboard_API

    Similarly, you’d use JavaScript to clear form data using the “Clear” button. In fact, the copy script could also clear the form after copying, but that may not be a good idea unless you’ve verified Ctrl-Z will reliably restore the data.

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