Does JotForm support form group?

We tried to fiddle around with JotForm basic version to check if it fits our needs.

The requirement is to import customer data thats available in csv file and send form links to customers for them to validate their information.

We were able to achieve some tasks, overall seems like a good tool, but again not too sure if this method would fully serve the objective, we need your advice, see our queries....

1) Do you have feature to create group based on unique values (see screenshot, in our case its "Source No."). We would like only one email to go to each customer (we can easily select which email address this should go) with a link to a single form where they can verify the details that we have on file for them. Is this possible with Jotform?

2) Would Jotform generate unique links for every customer thats safe and secure? We want customer to view and edit only their information.

Does JotForm Enterprise resolve all the above? Please advice

See attached screenshot to see how the csv file looks like, we send nine different docs for each customer which we want them to validate, but we want to send one email only.

You could reach me on webdev@tti.com.au or andyzack@gmail.com (registered on JotForm Basic)

Thank you,

Cheers,
Andrew

Hi Andrew,

It looks like we should ask for some more clarification on the groups you have mentioned.

Generally, it is indeed possible to import submissions to JotForm and then create 'edit submission' links for users to update/confirm the data:

https://www.jotform.com/tr/integrations/import-data

https://www.jotform.com/help/40-How-to-Let-Users-Update-Their-Form-Submissions-at-a-Later-Date

Please note that there's no way to generate 'edit links' automatically. This should be done manually for every submission.

The links would be secure and contain a unique submission id.

On the other hand, there's an option of assigning forms to the list of users: https://www.jotform.com/features/assign-forms/

Users can submit an assigned form several times and then review or edit their own submissions only.

Thanks soo much for your quick response.

In the example(screenshot), for instance we would like to send one email for the first every nine records. It's the same person and we would like to confirm the "Report Name" and "Contact" is correct. Currently, we need to send 9 different emails which we don't want to do. Is this possible? or should we use a different method/approach?

In the single email we want to list down all the "Report Name" and the corresponding "Contact" details.

Please let me know if you need any further details.

Thanks again,

Cheers,
Andrew

I'm afraid there is no automatic way to import those data and create one single edit link.

When using the Import App, one row will create one submission.

For each submission, you will have to manually generate the edit submission link, then collate those edit links and using your own email client, put those 9 edit links, so they will receive one email from you.

Or you may manually edit each submission so it will automatically trigger the autoresponder email which will send an email to the user, but then, they would get 9 emails from JotForm.

On the other hand, you may want to use the Spreadsheet to Form widget wherein you can import your CSV file. If the user knows the Report ID, you can use that for them to lookup the rest of the data for each row, if they can confirm that the values are correct, then they should hit submit so you know they have reviewed which row.

You may check the guide below to review if that will fit your needs:

How-to-Use-the-Spreadsheet-to-Form-Widget

Instead of CSV, should we try JSON data?

At the moment our stack is Wordpress, PHP and MySQL...

Do you suggest any other method that would work for us?

Thanks again,

Cheers,
Andrew

Let me try "Spreadsheet to Form widget" you mentioned in your last post, could you give me more information/clarification about "Report ID"... what is that?

In the example table "Source No." is the unique ID for each client.

Will I be able to get all information on one form (from all 9 rows) using this widget?

How-to-Use-the-Spreadsheet-to-Form-Widget

I'm not certain if there is a way to import JSON data, however, seeing that you are using PHP and MySQL, you may instead use our API.

First off, you need to create the form, you may use an Input Table field to contain the Report Name and Contact values. You should create the same number of rows on your Input Table with the number of reports per customer.

Quick-Overview-of-Form-Fields

Then to fill out the form, create a script that reads your source, and call the API to submit the data.

https://api.jotform.com/docs/#post-form-id-submissions

If you have a more technical concern on the API, the best person to answer you would be someone from the API team. You may email them at api@jotform.com.

As for your last post, the Report ID I am referring to is the column D on your screenshot.

The spreadsheet to form does not collectively read multiple rows, it reads one row at a time.

Thanks Vanessa! I'll create the form and try various methods, I'll keep you posted on the results.

Happy Weekend :)

Do you have any restrictions in the number of fields? It seems like we need about 50 input fields in the form in order to get them in one row ;)

We do not have a "number of fields" limit. It is possible to create very long forms with our Form Builder.

I would suggest, however, to organize your fields by using Page Breaks so it's still pleasing to your users' eyes.

Guide: How-to-Create-a-Multi-Page-Form-with-JotForm 

Hope this information helps.

We tried using "Spreadsheet - Multiple Entries" widget which kind of matches our requirement, but when we import CSV, it looses the formatting and it looks as if there is no data entry. Could you check and let me know if we are doing anything wrong please?

Widget: https://www.jotform.com/widgets/spreadsheet

Form Sample: https://www.jotform.com/submissions/201607857861058

In the form sample you will see the issue

 - Import CSV file - loosing formatting and data missing while importing CSV

 - Data entered manually seems fine with formatting

Also attached screenshot

If I understand what happened correctly, you used the Import App to import the data into your Spreadsheet widget, which then does not look good.

I suggest instead of using Spreadsheet widget, please use an Input Table field since this can handle data imported from the Import App just fine.

Thanks for the suggestion, I tried the "Input Table", looks good.

But I think we'll go with "Multiple Text Fields", seems to work for us. On this widget, would it be possible to customise the fields like "Add more fields"?

The form looks great :)
Sample1: https://www.jotform.com/form.php?mode=inlineEdit&formID=201627268306151&sid=4677330714279060211
Sample2: https://www.jotform.com/form.php?mode=inlineEdit&formID=201608225982052&sid=4676890684278471443

We are still investigating on the output data, it is required to generate back to original format which is lil' bit tricky, any suggestions? See snapshot below...

SOURCE: Available data in hand

OUTPUT: As per format required to import into JotForm (Multiple Text Fields)

Also I think I've run out of basic limit while I was testing, would it be possible give me some credit in my account (increase my monthly submission) please?

I tried the "Input Table", looks good. But I think we'll go with "Multiple Text Fields", seems to work for us. On this widget, would it be possible to customise the fields like "Add more fields"?

Unfortunately, it's not possible with the Multiple Text Fields widget upon editing. You may want to consider Configurable List Widget instead to have "add more fields/row" option.

We are still investigating on the output data, it is required to generate back to original format which is lil' bit tricky, any suggestions? See snapshot below...

Unfortunately, the widget counts as one field so it will occupy one column in submissions. The only workaround is to download the submissions on your local storage as CSV/Excel and then add formula to split it into different columns.

External Guide: https://support.microsoft.com/en-us/office/split-text-into-different-columns-with-the-convert-text-to-columns-wizard-30b14928-5550-41f5-97ca-7a3e9c363ed7

Also I think I've run out of basic limit while I was testing, would it be possible give me some credit in my account (increase my monthly submission) please?

You can have a few more submissions on your account via our getMore feature. https://www.jotform.com/myaccount/getMore 

Give it a try and let us know if you need further assistance.