How can I use JotForm as a meeting sign-in sheet

  • agodfrey
    Asked on June 17, 2019 at 11:40 AM

    I would like to preload registrants into a JotForm form and then have attendees select their name (from the list of form submissions) to update it with an e-signature for time sign in and time sign out.


    I know I can make this work without preloading names, but I really need to be able to know who was already pre-registered vs. who registered onsite at the event.

  • BJoanna
    Replied on June 17, 2019 at 1:29 PM

    I'm sorry but I do not understand your request. 

    Can you please explain in more details what exactly are you trying to achieve and provide us a link of the form you are working on?

    If you want to prepopulate a form, please check our prepopulate app and Spreadsheet to Form widget. 

    https://prepopulate.jotform.io/

    How to Use the Spreadsheet to Form Widget

  • agodfrey
    Replied on June 17, 2019 at 2:43 PM
    I’m not working on a form yet, but here’s the process I’m looking for.
    * An individual registers for an event in our event program
    * I want to take a list of registrants and pre-load their information into a form. So if I have 50 registants, I would load the information for all 50 in the form.
    * I want to have some mobile devices at said event, in kiosk mode (preferably) where they can lookup their information and e-sign in and e-sign out for the event.
    * I need the e-signatures both to be timestamped.
    * If someone can’t find their name, I need them to be able to fill out the form on-site and e-sign just as the others are able to do.
    Basically, I’m trying to stop having a ton of paper that has to travel everywhere for people to sign in/out. It is important for the names to be preloaded into JotForm for them to lookup, because if we have a bunch of people show up that we weren’t planning for, adjustments in food counts/seating/other arrangements may need to be made.
    Alyssa Godfrey
    CLAS Director of Communications & Technology
    (800) 239-3616 | (334) 265-3610
    (334) 265-3611 fax
    www.clasleaders.org
    ...
  • Welvin Support Team Lead
    Replied on June 17, 2019 at 6:07 PM

    Hello Alyssa,

    I think you can use the Spreadsheet to Form widget to accomplish these steps in the form. I presumed you already have the list of registrants, so do the following:

    1. Prepare the list in an Excel format. I'd suggest having the Full Name in the first column. 

    Example:

    15608089132019 06 18 019 Screenshot 10

    2. Add the spreadsheet to form widget in the form. You can have this on the top similar to my demo form below.

    Guide to set up the widget: https://www.jotform.com/help/442-How-to-Use-the-Spreadsheet-to-Form-Widget.

    3. Add the eSign In and eSign Out fields. You can use our eSignature widget for this:

    https://www.jotform.com/help/433-How-to-Add-an-E-Signature-to-Your-Form

    Optionally, you can have a Single Choice field that would ask each attendee to select if they want to sign in or sign out. Show the eSign in or eSign out based on the selection by conditional logic:

    https://www.jotform.com/help/316-How-to-Show-or-Hide-Fields-Base-on-User-s-Answer 

    Unfortunately, the signature cannot be timed stamp, so you will have to rely on this on the submission date. 

    The kiosk mode is available in our new mobile forms app:

    https://apps.apple.com/app/id1391524277

    https://play.google.com/store/apps/details?id=com.jotform.v2 


    Here's a working form for you: https://www.jotform.com/91677365266974. Enter Name 1 to Name 6 to see a valid result. Enter any name to see the invalid output.

    Unfortunately, Sign In and Sign Out needs to be submitted individually if you want people to use the same device. 

    I hope that helps. Please let us know if you need further assistance.