- joe2037Asked on February 23, 2017 at 07:14 AM
is there an import option that would import into the database as well as Kickoff the workflow of auto response and e-mail workflow? There are people that we are getting hand written petitions from. I can put these into an excel doc but I want the workflow emails to Kickoff upon import just as they would if the petition was signed digitally if it can be done. If not, what are your recommendations?Page URL:
- KadeJMAnswered on February 23, 2017 at 10:41 AM
Do you mean that you want to send emails after your form has received submissions to be sent to an excel document? Pardon, but I am not sure if I am understanding you correctly about your import kickoff workflow so please feel free to correct me if needed.
Additionally, you can also send emails after your form is submitted to you which would technically be at the same time since this is the default function for it when the form is sent. But, you can even send emails based on conditions.
- joe2037Answered on February 23, 2017 at 11:46 AM
I have a petition form on supportclifton.com/petition to take in petitions via JotForm. Once filled out, the workflow then sends the user a confirmation email as well as sending the form response to multiple individuals in the State legislation. Since in the community there are older people which may not have the access to, or understanding of how to fill this out digitally, we are approaching them to provide us their information to add to the petition in an excel form on a laptop offline.
Instead of someone taking all of these entries and manually typing them into the form to Kickoff the workflow in JotForm that sends to the senators, can we somehow import this excel document in JotForm and have their information added in your form database as to Kickoff the email workflows that would have taken place had they filled out the form digitally, or is the only option to manually enter each one of the forms via copy pasting every field for every user one by one through the front end on my website?
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- KadeJMAnswered on February 23, 2017 at 01:18 PM
Joe, thank you for the details on your workflow. I believe I understand what you mean now.
We do have an Import App that you might find useful.
It basically allows you to import your Excel or CSV data as submissions but unless you add this to a form you have on your account containing an autoresponder followed by editing each of them otherwise it would not send any email to those submissions.
Doing the above with the import app would at least migrate your spreadsheet data to the digital form at least, though.
- joe2037Answered on February 26, 2017 at 10:46 AMSo if I use the auto import app it will Kickoff the auto responder workflow
but not the notification workflow. Is that correct?
- JotForm SupportBDAVIDAnswered on February 26, 2017 at 11:52 AM
The import app only imports the data into the submissions of one of your forms. It does not trigger any email notification or autoresponder.
However, as my colleague said, if you have already created the notification and/or autoresponder, and have enabled the send on edit option:
They will be sent upon editing the submission through the submissions dashboard: https://www.jotform.com/help/269-How-to-View-Form-Submissions
Let us know if you need more help.
- joe2037Answered on February 26, 2017 at 12:46 PMRather than one at a time, can that be done in mass?
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- JotForm SupportMike_GAnswered on February 26, 2017 at 01:34 PM
Apologies for any inconvenience, I'm afraid there is no option available that will allow you to resubmit all the submissions on the submission page of your form at once.
- JotForm SupportjonathanAnswered on February 26, 2017 at 08:08 PM
We will resolve the next question on another thread here https://www.jotform.com/answers/1076599
- JotForm SupportaubreybourkeAnswered on June 16, 2017 at 07:05 AM
Just in response to you your question:
"is there an import option that would import into the database?"
Yes, but it will require a bit of programming. You can get some sample code here: