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Lynn von KaenelAsked on February 15, 2019 at 3:07 PM
Are there restrictions to fields created for download to Excel on FLOW. I understand that I cannot use the PDF Editor if I wish to use FLOW.
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David JotForm Support ManagerReplied on February 15, 2019 at 4:29 PM
Could you please specify what you mean by "Excel on flow"? If you are wondering if you can export your submissions data to Excel and use the PDF editor, that is no problem. Please follow this guide: https://www.jotform.com/help/44-How-to-Export-Form-Data-to-Excel
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Lynn von KaenelReplied on February 15, 2019 at 4:43 PMI would like to use the PDF editor and download the data to excel. Then, I will link my Excel data to Microsoft FLOW.
This, I will not need to directly link Jotform to Microsoft FLOW which I understand would not allow me to use the PDF editor.
Sent from my iPhone
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David JotForm Support ManagerReplied on February 15, 2019 at 6:11 PM
You can connect the form directly to Excel through MicrosoftFlow. Please check the video example in this blog: https://www.jotform.com/blog/microsoft-flow-integration/
If you also connect to OneDrive, it will send the PDF file that you have designed in your form through the PDF editor.
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David JotForm Support ManagerReplied on February 15, 2019 at 6:15 PM
Sorry, you are right, sending the PDF submission file to OneDrive is not possible through Microsoftflow.
A possible option to send the PDF submission would be through zappier: https://zapier.com/apps/jotform/integrations/onedrive
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Lynn von KaenelReplied on February 15, 2019 at 6:43 PMThank you. Please clarify what will connect to Onedrive?
Is it the data that is sent to Onedrive? What format?
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jherwinReplied on February 15, 2019 at 7:58 PM
You need to integrate your form to OneDrive using zapier. You can use the link provided by my colleague above.
It can create plain text and the content will be the fields in your jotform. It can also transfer the uploaded file or attached PDF using the "Upload a File" action.
Give it a try and let us know if you have more question or if you need help.