import data from a spreadsheet

  • Brian
    Asked on June 18, 2020 at 2:51 AM

    I was wondering if it's possible to import data from a spreadsheet to be used as a picking list for the warehouse?

    We can generate BOM from files and save in Excel/similar format.

    I would like to create a standard form template, where the office (in stage 1) can import the spreadsheet data, and then send this to the warehouse for processing/completion (stage 2).

    In addition to adding some other fields which need to be filled in (SO ref, picker, etc)

  • Vick_W Jotform Support
    Replied on June 18, 2020 at 6:17 AM

    Hi Brian,

    Happy to help you today.

    Please have a look at the following guide for the spreadsheet to form widget.

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

    Let us know if you need further assistance.

    Thanks.

  • Brian Leslie
    Replied on June 18, 2020 at 6:24 AM

    Thanks for the reply, but if I read that right, that is just 1 row which is imported?

    What I was looking to was pull the whole spreadsheet into a table on the form.

  • Vick_W Jotform Support
    Replied on June 18, 2020 at 8:10 AM

    Hey Brian,

    Thanks for writing back to us

    Let me look into this for you and I'll get back to you shortly.

    Thanks

  • Vick_W Jotform Support
    Replied on June 18, 2020 at 8:32 AM

    Hi Brian,

    The only way to have a spreadsheet displayed in the form is by uploading the document to a cloud service and then use the iFrame Embed widget. 

    Here's the widget: https://www.jotform.com/widgets/iframe-embed 

    This guide will help you add it to your form: https://www.jotform.com/help/252-How-to-Add-a-Widget-to-Your-Form 

    I would recommend you to give this a try and let us know if you need assistance, please also share us a form that we can inspect.

    Thanks.

  • Brian Leslie
    Replied on June 18, 2020 at 8:44 AM

    ok. I'll give that a go. Thank you.