Still... I need SO MUCH submission email with .csv or .xls format also

  • Profile Image
    Filasol
    Asked on September 23, 2017 at 06:41 AM

    Hi,

    it is my request/question a long time ago and earlier replies were that "maybe later...".
    I need the email I get by every new submissions to include a .csv or .xls format of new filled form to make me able to post procession easily.
    I have a robust online order form by JotForm and I get 5-10 submissions per day with 50-150 filled fields. I have an Excel-based system, it can import new submissions and post process them, make calculations of price, places etc. by VBA macros and functions.
    Now I HAVE TO integrate my form to Google Sheets and synchronize it with my Excel tables. It is very frustrated method, because Google sends data with some manipulations (ie. character codes, order of items etc.), and the time to download the new submissions is long and longer day by day, as the table is greater every day.
    Sometimes I can connect only to a 3G or 4G network and I have to use so much data volume for synchronizing.
    I tried to manipulate the pdf attachment, but it is not a solution.
    So, I really need a separated .csv or .xls attachment by all of received submission separately, to I make a quick, easy and download-free post process by my Excel.
    I don't understand actual situation: JotForm is a really high quality ONLINE form system, and JotForm can't offer importable individual submission reports by email???
    I think it wouldn't be a really hard work for programmers, but it would be a really usually developing, updating for me.
    I can't use comfortly neither Google Sheets integration and direct downloading from JotForm's database.
    Please, update it.
    Thank you!
    Laszlo
    Spain

  • Profile Image
    liyam
    Answered on September 23, 2017 at 08:50 AM

    Thank you for the details with regarding your request, Laszlo. 

    I also see that there is a request pending with regarding the same issue at the moment. However, as our developers are pretty busy with numerous tasks in their pipeline, I cannot guarantee that there will be an immediate approach on developing this feature request. 

    Just to get to know ideas in order to be able to address this concern, do you manually process your data locally to your computer or do you have this data put to an online database, or can you give us an idea on the process on how you use your data, to shed light on this matter?

    Thanks.

  • Profile Image
    Filasol
    Answered on September 23, 2017 at 09:04 AM

    Hi Liyam,

    thanks for your message.
    As I wrote, my form is so robust and includes cca. 200+ questions.
    This is an order form for an international transport service, and asks all of details of transporting reservations from the client (addresses, data of packages, pets, passengers, special handling of packages, currency and payment method, billing data etc. etc.)
    Depending of selections and answers, the final submission includes 50-150 fields with important contents.
    When a new submission arrives, I get an email from JotForm's system and then I manually synchronize my Excel table with Google Sheets. Then I get from Google a 2200+ row sheet with about 300 columns to the Excel.
    Then I make a "new record" from imported sheet to another one by macro. This sheet is a formatted one with automatic calculations and includes all of previously imported submissions as separated rows of the sheet.
    Then a new macro can process the new row (new record = new submission), calculate price, discounts, additional costs, generate transporting documents, prepayment request emails, space-calculations, management of payment and so one... It is very complex and make me automatic all of necessary process of a new order form, including documentations and calculations.
    Now the only method is integrating with Google Sheets, but it is not a real optimal solution because of downloading times, data changes, amount of downloaded data etc.
    Yes, I could copy new records directly from JotForm's database, but it causes too much manually interactions instead of automation.
    The best method would be I get a .csv or .xls file with same name, I would write a macro to import it again and again when a new order would arrive - and that is all.
    I hope, your programmers will find a time to develop it as soon as possible.
    If a pdf has been generated from every new submissions one by one, I think so to send it by other file format is not a difficult procedure.
    Thank you,

    friendly

    Laszlo

  • Profile Image
    liyam
    Answered on September 23, 2017 at 11:19 AM

    Thank you for the details. It indeed is quite complex. Would it be possible if you can create an application on your side to generate the excel or CSV data instead? One of the quickest ideas that I could think of is to develop one and use JotForm's API or Post data submission to capture questions and answers, then if you have a script in place, let your script generate the data in CSV format and automatically create a file.

    Would it be possible if you can create an application on your side to generate the excel or CSV data instead? One of the quickest ideas that I could think of is to develop one and use JotForm's API or Post data submission to capture questions and answers, then if you have a script in place, let your script generate the data in CSV format and automatically create a file.

    If you think this is possible to be created by you or your developers, I lead you to this guide to know more on how to make use of JotForm's forwarding of submission via POST data submission: https://www.jotform.com/help/213-Send-Submission-Data-via-Post-Method-and-Thank-You-Settings 

    If you want more flexibility on handling data which your form can handle, how about using the API? You can check this documentation to know more about the capabilities of the API here: http://api.jotform.com/docs/

    But if you prefer waiting for updates from the development team, I guess what you can do on that is wait.

    Feel free to let us know if you have other questions.

    Thanks.