First and second forms: please complete the second form only if the registrant’s details are already included in the entries on the first form

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1

Hi. Website for a non-profit association. There are two forms: the first is the form for initial membership of the association (it is not a form for registering on the website but for joining the association; it is not a form for logging into the WordPress site but for joining the association; it is not a form for creating user roles to access the WordPress backend, but only for registering with the Association), whilst the second is the form for the annual renewal of membership of the Association

FIRST-AND-SECOND-FORM
FIRST-AND-SECOND-FORM1920×2666 451 KB

URL https://dev3.orsobruno.mcs.it/02-forms/

How can we prevent users from accidentally starting with the renewal form? Let me explain: users must first register with the Association, and only the following year will they be able to renew their membership. And if a user accidentally starts with the RENEWAL form, a message should appear stating that their details are not on the Association’s register, for example: “We were unable to find your details to process the renewal.”

I tried this How To Restrict Forms To Logged In Users - Gravity Forms Documentation but it doesn’t solve the problem: the message still appears before the renewal form is filled in, whereas it should appear when the user enters their email address in the email field, if that address is not already present in the email records from the Association’s registration form

In short: if the user’s email address is already present in the records received from the REGISTRATION form, the user will be able to fill in and submit the RENEWAL form; however, if the user is not already present in the records received from the REGISTRATION form, they will not be able to submit the RENEWAL form and the following message should appear: “Renewal failed: We were unable to find your details for renewal. Please register or contact us”.

Could you advise me on how to resolve this? Is an add-on required, or would it be possible without any additional add-ons? Thanks a lot. Kind regards. Bruno

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Hey Bruno,

For this sort of searching, it sounds like GP Populate Anything (GPPA) would be a great fit!

Broadly speaking, once the user types in their email, you could use GPPA to search against the emails in the existing entries of the initial registration form.

After that search, if a matching email is found, the user could proceed with the renewal form, but if no match is found, then you could conditionally show that warning message in an HTML field + hide the submit button of the renewal form. This would both warn and prevent the user from ever submitting the renewal form unless there’s a match!

If that sounds of interest to you, then for more specifics on the setup, this in-depth article on GPPA live email validation should prove to be a good starting place. It’s not 1:1, so in your case, for Step 2, rather than filtering against existing WP Users (using the “User” object type), you would instead filter against the existing entries on your Registration Form (using the “Gravity Forms Entry” object type).

Hoping that’s helpful, and if you have any additional questions or get stuck, please reach out to our Support directly. If you end up going with GPPA, we would be more than happy to help get this working exactly how you envision it. :slight_smile:

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Thanks a lot J Yeger :grinning_face: Best regards

Bruno