Does Jotform support form group?

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    andyzack
    Asked on June 03, 2020 at 11:13 PM

    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

    Screenshot
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    Victoria_K
    Answered on June 04, 2020 at 05:55 AM

    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.

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    andyzack
    Answered on June 04, 2020 at 04:50 PM

    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

    1591303395Screen Shot 2020-06-04 at 12.1


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    Vanessa_T
    Answered on June 04, 2020 at 09:37 PM

    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

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    andyzack
    Answered on June 04, 2020 at 09:54 PM

    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

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    andyzack
    Answered on June 04, 2020 at 10:30 PM

    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

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    Vanessa_T
    Answered on June 05, 2020 at 12:17 AM

    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.

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    andyzack
    Answered on June 05, 2020 at 03:33 AM

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

    Happy Weekend :)

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    andyzack
    Answered on June 09, 2020 at 08:59 AM

    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 ;)

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    Sonnyfer
    Answered on June 09, 2020 at 09:52 AM

    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.

  • Profile Image
    andyzack
    Answered on June 09, 2020 at 10:45 PM

    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

    1591757124Screen Shot 2020-06-10 at 12.4

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    Vanessa_T
    Answered on June 10, 2020 at 12:04 AM

    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.

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    andyzack
    Answered on June 14, 2020 at 11:20 PM

    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 hand1592190717Screen Shot 2020-06-15 at 1.01

    OUTPUT: As per format required to import into Jotform (Multiple Text Fields)1592190759Screen Shot 2020-06-15 at 1.01

    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?

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    Sonnyfer
    Answered on June 15, 2020 at 03:14 AM

    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.

    1592204621configs.gif

    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.