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gmartinez99Asked on March 23, 2017 at 6:00 PM
Hello,
We're working to integrate a Jotform Form to create a task in Wrike. We are using Zapier to connect both Jotform and Wrike.
We want to be able populate a field in jotform based on a user's previous answer. This would help us route the task correctly in Wrike to specific workgroups.
example:
User select answer from a drop down.
Option A
Option B
Option C
if Option A is selected we'd want a field to populate with their answer within brackets:
[Option A]
if Option B is selected populate field with their answer in brackets:
[Option B]
We would then have zapier pick up that filed and use it as the email subject line to Wrike.
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IanReplied on March 23, 2017 at 11:47 PM
Yes, this sounds to be achievable through Conditional Logic, prepopulate fields and webhooks.
Please read the article below for more insight.
https://www.jotform.com/help/57-Smart-Forms-Using-Conditional-Logic
https://www.jotform.com/help/71-Prepopulating-Fields-to-Your-JotForm-via-URL-Parameters
https://www.jotform.com/help/351-How-to-Automatically-Pass-Form-Data-to-Another-Form
https://cms.jotform.com/blog/85-Send-Instant-Submission-Notifications-with-Webhooks
Let us know if you have more questions.
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gmartinez99Replied on March 24, 2017 at 12:00 PM
Thank you. The issue I'm having is having is getting the brackets to be included. Wrike needs the brackets to locate the folder the task will be routed to.
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Ashwin JotForm SupportReplied on March 24, 2017 at 3:40 PM
Hello gmartinez99,
Yes it is possible to achieve your requirement by taking advantage of a combination of features. Here are the steps you need to follow:
#1. Add a dropdown question in form.
#2. Set the Calculation value for each options of your dropdown.
#3. Add condition in your form to to check if the dropdown field is filled, then "Calculate a field's value" and populate your desired textbox field. Please check the screenshot below:
Hope this helps.
Do get back to us if you have any questions.
Thank you!