Grouping Forms by Data Field

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    Fitim
    Asked on August 12, 2017 at 07:41 PM

    So our company wants 3 different forms, but we want them all to go to a specific folder based off the PO# field. Is there a way to implement this using this platform. For example if all 3 forms have a PO number of 3 then could we group them into a specific folder away from other forms submitted with different PO numbers? That would be great thanks!

  • Profile Image
    ashwin_d
    Answered on August 13, 2017 at 12:36 AM

    Hello Fitim,

    I am not sure if I have understood your question correctly. 

    When you say "but we want them all to go to a specific folder based off the PO# field", do you mean to say that you have active integration in your form and want the submission PDF to go to same folder?

    I would suggest you to please explain your question a bit more in detail and we will surely try to help you.

    We will wait for your response.

    Thank you!

  • Profile Image
    Fitim
    Answered on August 13, 2017 at 05:23 PM

    We want the PDFs to go to the same folder based on one of the fields being the same value. So it would just be a large amount of folders with 3 PDFs in each. Each PDF will have filled out information from 3 different forms which will pertain to the same project. 

    Also we need new folders to be created based on the form field that all of the PDFs will be grouped in. Is that possible for JotForm to do that?

  • Profile Image
    jonathan
    Answered on August 13, 2017 at 06:43 PM

    You can organize your forms within folders in your My Forms list

    But it can only be done manually and not dynamic base on a form data field.

    User guide: How-to-Add-or-Group-Your-Forms-into-Folders

    Another option you may want to check is the Google drive integration. You can dynamically assign a custom folder to group the submission data result in the google drive folder.

    Let us know how we can be of further assistance.