Can’t filter “Quote Sent” by Payment Status pulled from separate Payment form (Connection → Form using Unique ID)

• Goal: In my Quote form’s table, I want the “Quote Sent” tab to automatically hide rows once the matching Payment form submission is Paid.
• Forms:
• Quote form (has Unique ID widget and Status dropdown: Open Request, Quote Sent, Paid, Completed)
• Payment form (ID: 251877141303150) – has hidden Short Text field “Quote ID” and a payment widget.
• Pay link I send from the Quote form (prefill):
• https://form.jotform.com/251877141303150?name={name}&firmName={firmName}&caseNumber={caseNumber}&turnaroundTime={turnaroundTime}&quoteAmount={quoteAmount}&lawyer_email={lawyer_email}&date={date}&specialRequest={specialRequest}&quoteId={uniqueId}
• (The {uniqueId} is the Quote form’s Unique ID; it should land in the Payment form’s hidden Quote ID field.)

What I’m trying to do

Use Tables → Add Column → Connection → Form to pull Payment Status from the Payment form into the Quote table (matched by Unique ID ↔ Quote ID) so I can filter the Quote Sent tab as:

• Status = "Quote Sent" AND (Payment Status is empty OR Payment Status != "Paid")

What’s happening

1. In the Quote table, when I go Add Column → Connection → Form → (choose Payment form) and get to Match by, I’m unsure which fields to select; the picker shows my Quote fields (screenshot attached).

• I intend to match Quote Unique ID (from the Quote form) to Quote ID (hidden Short Text on the Payment form).

1. After attempting the connection, I don’t see “Payment Status” appear as a selectable/visible column in the Quote table, and therefore it’s not available in Filters.
2. I also tried adding a Formula column IF({Payment Status}="Paid","Yes","") but since Payment Status isn’t visible in the Quote table, I can’t build the formula.

What I expect / need

• Confirm the exact steps to create a Connection → Form column in the Quote table that:

1. Matches: Unique ID (Quote form) ↔ Quote ID (Payment form) (Quote ID is a hidden Short Text prefilled via the URL).
2. Pulls in the Payment form’s Payment Status (and optionally Amount and Submission Date/Time).
3. Makes Payment Status available in the Quote table’s Filters and Formula columns.

• Confirm there’s no limitation with pulling Payment Status via Connections for my payment gateway (so it should appear as a connected field with the chain-link icon).
• Show how to configure the Quote Sent tab filter with an OR group (UI steps) so paid rows auto-disappear:
• Rule 1: Status equals "Quote Sent"
• Rule 2 group (Match Any): Payment Status is empty OR Payment Status is not equal to "Paid"

Current form/table settings

• Status dropdown on Quote form (default = Open Request), hidden.
• Form Settings → Clear Hidden Field Values = Don’t Clear on both forms.
• Payment form has hidden Quote ID (Unique Name likely quoteId) that receives {uniqueId} from the Quote form via the link above.

Screenshots available

• Match-by picker (“Please select a question”) from the Connection wizard.
• Filter dialog showing no “Payment Status” option in the Quote table.

Questions

1. Is Unique ID (widget) ↔ Short Text a valid match for Connections? (If not, what field type should Quote ID be on the Payment form?)
2. After creating the Connection, should Payment Status appear automatically under Columns/Filters with the link icon?
3. If there’s a known issue, could you enable/fix this on my two forms or provide exact click-paths with screenshots for my case?

End goal

I simply want the Quote Sent tab in the Quote table to hide items as soon as the corresponding Payment form submission shows Payment Status = Paid, without using Zapier/Make.

Hi Peter,

Thanks for reaching out to Jotform Support. I'm an AI assistant. I'll do my best to help you until someone from the support team is available.

Regarding your questions:

• Yes, you can match a Unique ID widget with a Short Text field in Connections for your forms.
• After creating the Connection between your Quote form and Payment form using Unique ID ↔ Quote ID, the Payment Status field should appear automatically in your Quote table's Columns and Filters with the chain-link icon.
• If Payment Status is not visible, ensure the Connection is correctly set up and that the Payment Status field is not hidden or restricted.

To filter the Quote Sent tab to hide rows where Payment Status is "Paid", set up the filter with these rules:

1. Status equals "Quote Sent"
2. Use an OR group with conditions: Payment Status is empty OR Payment Status is not equal to "Paid"

This will automatically hide paid rows from the Quote Sent tab without needing external tools.

There are no known limitations pulling Payment Status via Connections for supported payment gateways, so it should work as expected.

Give it a try and let us know how it goes.

Best regards,
Jotform Support

Hi Peter,

Unfortunately, the screenshot didn’t show up for me. Can you try uploading it again? Our guide on How to Post Screenshots to Our Help Center walks you through it. To answer your question, the Unique ID widget generates its value only after form submission, which means it doesn't exist during the form-filling process. Because of this, it cannot be reliably matched to a Short Text field in another form using the Jotform Table's Connection feature.

If you're trying to pass a Quote ID between forms for tracking or payment purposes, you should use a Short Text field or a Random Value Generator widget instead. These generate values during form filling and can be matched across forms. Let me show you how:

1. In Form Builder, click on the Add Element button in the upper left side of the panel to open the Form Element Menu.
2. Next, go to the Widgets tab, search for the Random Value Generator widget and add it to your form.
3. Then, rename the widget, and click on the Update button of the Widget Settings.

For your second question, once the connection is properly established, the Payment Status should appear under Columns and Filters in Jotform Table with a link icon, indicating it's linked to another form. If it doesn't show up, try double-checking that the field types match correctly and refresh the Tables view or recheck the form settings.

For us to further investigate the issue, would you allow us to access your account? To do that, we’ll need your permission to access your account. Don’t worry, you can turn it off again once we’re done. Let me show you how to do it:

1. In the top-right corner of your My Workspace page, click on your Avatar/Profile Image icon.

2. In the Dropdown menu that opens, click on Settings.

3. Next, in the panel on the left, click on the Security tab.

4. If you haven’t opened your Security page in a while, it’ll ask you to verify. To do that, click on Send Verification Code.

5. Then, enter the Verification Code you receive in your email.

6. Finally, at the bottom of the page, toggle the Jotform Support Access to the On position.

After we hear back from you, we’ll have a better idea of what’s going on and how to help.