Public submission page- download CSV one at a time?

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    createmymobile
    Asked on June 09, 2012 at 10:37 PM

    I plan on putting the link to my mortgage app form in a notification email to the loan officer.  When he receives the email, he clicks the link to download the CSV file, which can then be imported into our loan software.  

    Eventually, there will be more than one loan officer and I will have the notification route to the correct LO that they selected when filling out their application.  Therefore, I would like only the submission that triggered that notification to be downloadable by the LO.  Is that possible?  Or will anyone who clicks the public (password protected) link be able to view and download the CVS files?

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    jonathan
    Answered on June 09, 2012 at 10:55 PM

    Hi,

    I am not sure I got your question correctly, but here is how I see it can probably be done to have a dynamic appropriate report for selected LO.

    By using the condition wizard to redirect to a Thank you message that have link for the CSV file for the appropriate LO selected.

     

     

    Hope this help. Please inform us if this is not what is needed.

    Thanks.

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    jonathan
    Answered on June 09, 2012 at 11:00 PM

    You can also use the Send email after submission condition...

     

    The autoresponder email will have a link for CSV appropriate for the selected LO.

    Thanks.

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    createmymobile
    Answered on June 09, 2012 at 11:07 PM

    I meant when I make the submission page public such as http://www.jotform.com/submissions/{id}

    How do I make that link show just one submission record and not the entire list of every submission that form has received?

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    jonathan
    Answered on June 09, 2012 at 11:14 PM

    Thank you for the clarification.

    Let me check if this is possible... because on the fly, we cannot see any option to filter it out.

    How do you supposed to go about "filtering" the one submission record after submission?

    I mean which field in the your form is the 'key' that will dictate that only the appropriate row/submission should be displayed.

    Thanks.

  • Profile Image
    createmymobile
    Answered on June 09, 2012 at 11:36 PM

    Since I want only the submission that was just received at the time, is there a way to have it filter by unique ID on the submission?

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    jeanettebmz
    Answered on June 10, 2012 at 01:01 AM

    If you set a Unique ID field on your form, I think you would be able to download your submissions later in an Excel file and then you could filter your report based on that column

    Cheers!

    Jeanette

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    createmymobile
    Answered on June 10, 2012 at 08:00 AM

    Hi guys,

    I think I need to explain better since I'm not really wanting to filter results.  In fact, I don't want the LO to be able to download more than one result at a time, and so far the only way I can figure that can happen is if there is only one record in the submission page at all times, because the Excel/CSV files contain all records no matter what?  Anyways here's the process I was hoping for:

    1)  Applicant completes mortgage application on our website using the jotform app
    2)  Once submitted, LO receives an email notifying them of the new application and is presented the "public submission page" link to go and download the CSV file
    3)  LO downloads CSV file (containing just that one submission record) and renames to a .txt file (our software can only import txt files, based on an import template I've created that is mapped to all corresponding fields within the jotform app)
    4)  LO imports txt file into our software, and new loan file is created (LO doesn't need to re-enter data manually into software; the import function fills all the correct corresponding fields automatically)
    5)  When next online mortgage app is received, repeat steps 1-5

    I realize I could use Excel and sort out individual results and export them accordingly, but I'm trying to minimize the number of steps involved.  Any way to make this work, without having to go in and delete each record after the LO has imported (I don't want to give out my jotform password to LO so they will not be able to delete the record themselves)?

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    jonathan
    Answered on June 10, 2012 at 11:30 AM

    Hi,

    If we are only after the one submission record during the submit process, maybe the "send email after submission" condition can do this already?

    Instead of going to the route of downloading the CSV data (with one row/data), you can include the data already in the Notification email as text file.

    You can arranged the submitted data in the email form as text mode and setup each column like a CSV format:

    i.e. :

     

    {contactMe},{bestTime10},{realtorName},{realtorPhone},{realtorEmail},

    {fhaStreamline},{childCare139},{enterAny},{borrowerand},{borrower140},{coborrower141}

     

    Can you able to adjust your import software to allow it to import the data from the text email if setup like this?

    I am sorry if this look like a long shot, but there simply is no option to manipulate the resulting submission report using the JotFrom builder alone.

    Another closest means to achieve this is by posting the submission in your end (via database or text file).  Something similar to this guide -How-to-Insert-or-update-form-submissions-to-your-MySQL-database-using-PHP .

    Since the data will be stored on your end, you can easily manage and manipulate it.

    Hope this help in some way. Please inform us if you have further suggestion/inquiry that can make us advance this activity further.

    Thanks.

     

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    createmymobile
    Answered on June 10, 2012 at 03:21 PM

    Thanks.  I think putting it in the body of the email will work best then.  Then it's just a matter of ctrl+A and then pasting it into notepad, which most people should be able to do.

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    abajan
    Answered on June 10, 2012 at 05:27 PM

    Hopefully it works out as expected. Please let us know if the loans officers experience any difficulties with this workaround.