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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.

At JotForm, we want to make sure that you’re getting the online form builder help that you need. Our friendly customer support team is available 24/7.

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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    Grouping Forms by Data Field

    Asked by Fitim 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!

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    JotForm Support

    Answered by ashwin_d 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!

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    Answered by Fitim 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?

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    JotForm Support

    Answered by jonathan 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.