How to create a specific name for each submission?

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    cms@hope.edu
    Asked on October 22, 2018 at 04:03 PM

    We save the auto-PDF form attachments directly to Google Drive. It's a hassle to manually rename every attachment after it is moved to the correct folder. Is there any way to 'create' a specific file name for each submission in the same way you customize the email responder subject lines? If not, I recommend adding this feature if at all possible.



    This is a re-post of a comment on How to Include Submissions as PDF Attachment in the Email Notifications

  • Profile Image
    Jed_C
    Answered on October 22, 2018 at 05:16 PM

    Are you referring to naming it in Google Drive's integration? You can rename the folder, but not the file itself.

    In my sample screenshot below, you can use the field names to automatically name the submission file.

    1540242848The Easiest Online Form Builde

    If this is not what you are referring to, please let us know so we can send a feature request to our L2 team.

    Looking forward for your response. 

  • Profile Image
    cms@hope.edu
    Answered on October 22, 2018 at 06:16 PM

    Actually, I didn't know you could set it up this way. When I tried it, I didn't seem to get the checklist shown in your sample. I had to type the brackets and the name of the corresponding data-name within the brackets {}. However, when doing so, it created a Header file in my list of JotForms. I don't know why or what I'm to do with it?? I had hoped this could be done for each JofForm to save to its own folder in Drive but that doesn't appear to be the case. It looks like all Jotform pdf's will all to the same Drive folder?

    The 'path' in your sample above suggests MyDrive - then the naming of a folder (it initially auto-filled with 'Header' and assumed I was supposed to change it - then the name for each pdf file that will be auto-named based on the responses of the form fields. 

    I should add that this function worked in 2016 automatically. I didn't do anything to set it up. The pdf files saved to the main MyDrive folder on their own names something like this: {time} {name} that completed the form and I think {form_title} or something genic like 'submission.'

    I would love clearer step-by-step instructions. The process is a bit too cryptic.

  • Profile Image
    cms@hope.edu
    Answered on October 22, 2018 at 06:43 PM

    Thank you! I had no idea you could set it up PER form to save to a specific
    folder in Drive!

  • Profile Image
    Jed_C
    Answered on October 22, 2018 at 08:00 PM

    Are you still having issue integrating with Google Drive? It should automatically create a folder for each submission.

    As for the parameter, I'm unable to replicate it on my end. Clicking on the "Apply" button automatically adds the parameter name.

    1540252824gdrive_integration.gif

    Looking forward for your response. 

  • Profile Image
    cms@hope.edu
    Answered on October 24, 2018 at 01:43 PM

    Yes, still having issues. And, I haven’t been able to replicate what you are showing me. I am away from the office until Monday so I won’t be able to try again until then.

  • Profile Image
    Welvin
    Answered on October 24, 2018 at 03:08 PM

    I presumed you have removed the integration and redo the process. Please try it with different browsers. You should see the pencil icon at first. You need to click it and select the field to personalize the file name.

    If you cannot get the selection to show up, please check your browser console - guide below:

    https://www.jotform.com/help/453-How-to-get-a-console-report-from-most-common-browsers

    Please take a  screenshot if you see red lines which are errors. That would help us identify if there's a problem with your form. 

    Lastly, I'd suggest clearing your browser cache before redoing the integration. 

  • Profile Image
    cms@hope.edu
    Answered on October 29, 2018 at 04:58 PM

    I finally have it fixed!! I was using Chrome which wasn't the problem. I removed the third party integration Google 'Drive' then re-integrated Drive. The instructions online are too vague to be useful! There should be a better explanation of the process and samples of what the edits can do would also be helpful. 

  • Profile Image
    Jed_C
    Answered on October 29, 2018 at 06:05 PM

    I'm not sure if you have seen it, but you can read the instruction here https://www.jotform.com/help/192-How-to-Integrate-a-Form-with-Google-Drive.

    Let us know if you have any questions or if you need further assistance.