Is it possible to import a form from a spreadsheet?

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    ahdale
    Asked on September 22, 2017 at 09:22 AM

    Hi,

    We have a school fundraising campaign in which the children sell pies (similar to the Girl Scout Cookies campaign).

    Each child has one order form (spreadsheet), in which the put the orders for each customer, then tally all the totals: # of pies per customer, total $ amount due per customer, # pies per type of pie,  total amount of pies, total $ amount due.

    I have recreated the paper form in google spreadsheet (imported from excel), and what to import that spreadsheet, with all its formulas and other parameters (locked cells, shading, etc.) into jotform so that the children can input all their information and print out a fully (and correctly) tallied form which they can bring to school. As a bonus, we'd like to export the collected data so that we can do school-wide tallies from digital data, rather than having to tally by hand.

    I've included a link to the the google spreadsheet, and I've uploaded a photo of the paper order form.

    Thanks for any help you can give.

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    Kevin_G
    Answered on September 22, 2017 at 11:27 AM

    As I can understand, you need to create your form just like your spreadsheet. Unfortunately, it's not possible to import a spreadsheet and have a form created. 

    You will need to manually create your form using the form builder, this guide will help you doing so: https://www.jotform.com/help/chapter-2-Create+Forms 

    Now, you can send your submissions to a spreadsheet, but the integration creates a new branding sheet, please get more details here: https://www.jotform.com/help/228-How-to-Integrate-Form-with-Google-Spreadsheet 

    However, in case you want to send the data to selected fields or to an existing spreadsheet, please try with the Zapier integration: https://zapier.com/zapbook/google-sheets/jotform/ 

    If you have any question, please let us know. 

  • Profile Image
    ahdale
    Answered on September 22, 2017 at 12:36 PM

    Thank you. Is it possible to have multiple orders submitted via one form, or, more ideally, multiple sub order that then get tallied into one final order?

    My order form is at https://form.jotform.us/72628116932155

    I would like to be able to repeat all the fields from "Customer #1 Order Information" (changing to "Customer #2" label) through "Charitable Tax Deduction Receipt Requested?", but I couldn't figure out a way to add an additional product ordering section. I've created my form using an order form template, and I'm not sure where I can find the product order form element under 'basics' (?) or elsewhere, to add.  

    I would like to add these multiple customer order options, and include logic so that the user can click "yes' on "add another customer order" and all the fields for a new order would then appear. Clicking 'no' would take user to to a page giving final order tally, and allow the user to submit and print out the entire completed form (with individual customer orders and final order tally). 

    Thanks for your help.

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    Kevin_G
    Answered on September 22, 2017 at 12:46 PM

    It's indeed possible to ask for multiple records in the same form, the Configurable List widget will help you with that, please check this guide in order to get more details about it: https://www.jotform.com/help/282-How-to-Set-Up-the-Configurable-List-Widget

    However, it's not possible to have the products duplicated as you can only add one payment integration perform. 

    If you're planing to duplicate the "Order Information" field, then you would need to change a bit how you've created your form. 

    If you create your products using basic fields and performing calculations, then you will be able  to duplicate them and conditionally show them. 

    Please check these guides that will help you performing calculations and passing the total to the payment field: 

    https://www.jotform.com/help/259-How-to-Perform-Form-Calculation-Using-a-Widget 

    https://www.jotform.com/help/301-How-to-Assign-Calculation-Value 

    https://www.jotform.com/help/275-How-to-Pass-a-Calculation-to-a-Payment-Field 

    And this guide will help you showing/hiding fields based on user's answer: https://www.jotform.com/help/316-How-to-Show-or-Hide-Fields-Base-on-User-s-Answer 

    This way you may create multiple set of fields for each customer information and then simply ask your user if a new customer needs to be added in the same form, then display the needed fields based on the answer. 

    If you have any question, please let us know.