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JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

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We believe that if one user has a question, there could be more users who may have the same question. This is why many of our support forum threads are public and available to be searched and viewed. If you’d like help immediately, feel free to search for a similar question, or submit your question or concern.


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    Export form responses to Excel to be able to manually add follow-up notes

    Asked by rachelconnors on March 08, 2017 at 04:58 PM

    Hi,

     

    I would like to be able to send submission data as a new row in an excel spreadsheet. (I've been using this app to do this: https://apps.jotform.com/app/reports_to_cloud and it works well).

     

    The problem I'm running into is that I also want to be able to add follow-up data - for instance, if a customer submits a return request, I want to be able to add a column that says "Return Label Sent?" and tick it off when that task is completed. As it stands, this doesn't work with the Reports to Cloud app - that refreshes the document on a regular basis and any changes are lost.

     

    I guess I could manually paste the row into a new spreadsheet and make updates from there, but that seems less than ideal. 

     

    Any smart Jotform solutions I could use instead? 

     

    Thanks!

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    JotForm Support

    Answered by Mike on March 08, 2017 at 07:05 PM

    You might consider trying a Google Spreadsheet integration.

    How to Integrate Form with Google Spreadsheet

    It is possible to add custom columns after the form fields columns within integrated spreadsheet.

    If you need any further assistance, please let us know.