Knowledge Base

Good afternoon.

I've been brainstorming and testing out several ways to set up an easy-to-use knowledge base for my school staff. I have 100+ guides/resources in my Google Drive for several applications/software we have available and I was hoping that perhaps you had some samples of what I'm looking to accomplish.

Using some simple, like image picker, staff would select the application image, which would then display the info seen in the form linked below. Essentially, the images would work like a filter, so if they were to choose "Accessibility", only the file(s) for that selection appear (Application, File Name, URL, Description). If they choose, "Google Docs", then only the resources/files for Google Docs appear.

I've experimented w/ the Inventory widget and a few others, but I haven't been able to conclude a great way to include all the files for a selection into one spot. Some of the applications have 20+ resources, whiles others only have 1-2 resources.

Thank you in advance for any suggestions or resources you are able to share.

Hi Derek,

Thanks for reaching out to Jotform Support. Allow me to look into this and I will get back to you with an update as soon as possible.

Thank you for your patience.

Hi Derek,

Thanks for your patience, we appreciate it. Unfortunately, there's no direct way of achieving your requirement with any available feature. With the Spreadsheet to Form widget, you can upload an Excel file to your form, then allow users to search from the field which then autopopulates the fields for File Name, URL, and Description. However, the Spreadsheet to Form widget does not show the list of the items to be searched. As a workaround, you can utilize the Image Picker widget, along with Paragraph Elements, wherein a different Paragraph Element will show depending on the option selected from the Images. If that works for you, I can walk you through setting that up:

First, add the Paragraph Elements. For the purpose of the demo, I only added two:

Second, add the Spreadsheet to Form widget to your form:

Next, add the Excel file for the Spreadsheet to Form widget. Making sure that the format matches the fields to be prefilled upon. The column header should match the names of the fields:

Then, set up the Spreadsheet to Form widget for the field to search:

Finally, add the condition to show or hide the paragraph, depending on the selection:

1. In Form Builder, select the Image picker, then click the Conditions icon.
2. Click on Add Condition.
3. Select Hide/Show Field.

4. Set the condition the same as below:

Add another condition for the other paragraph element as well, since a condition should be added for each one.

See screencast below for the expected results:

Here is my clone form which you can check and clone. We also have a guide about How to Use the Spreadsheet to Form Widget that you can check out.

Give it a try and let us know if you have any other questions.