- EssilorSalesOpsAsked on July 09, 2013 at 07:54 AM
I need something that will allow my users to check their status via a simple web query. I don't have a web server available and I don't have a SQL server and out IT department doesnt play nice with others so i'm on my own. Any suggestions would be good...
- KadeJMAnswered on July 09, 2013 at 09:36 AM
Hello and we do apologize about the Integration pushing you into this predicament. There are actually a few different options you have here to offer your users something to that effect.
(1) One way you can do all of this which is actually very similar to the Google Spreadsheet would be to make a Excel Report.
(2) Another way is that you could do it in a similar manner via Gridlisting.
(3) Thirdly you can Make your Submissions Public.
(4) Fourth you could create a Sharable CSV Report.
(5) A Fifth way you can do this is to create and embed a Html Table.
- EssilorSalesOpsAnswered on July 09, 2013 at 09:38 AM
I like the reports, but it would be really helpful if you could make them queryable... so when sales manager 'A' wants to go and check his submissions he would only see his submissions and noone elses...
Is there anything like this available?
- JotForm SupportWelvinAnswered on July 09, 2013 at 11:25 AM
I guess you can do this with our Unique ID Field. Check this guide: Add Custom Unique IDs to your Form Submissions.
1. Add an Auto Responder to your form and make sure to include the Unique ID as there reference numbers.
2. Include the Unique ID to Report
3. Ask them to search using their own Unique ID
This should work.
- EssilorSalesOpsAnswered on July 09, 2013 at 11:27 AM
Yeah, problem is I dont want them to see other managers requests - I was hoping of a report where I could force filters...
- KadeJMAnswered on July 09, 2013 at 01:38 PM
Hmm, I don't quite think we have anything that advanced yet in this case. Probably the closest you could get is setting up a few different reports and then only display one Status Type in each (however many is needed) then give a link to the report that would display the correct Statuses for the person(s) you want to see based on certain information which would allow you to keep this separate as a filter.
- KadeJMAnswered on July 09, 2013 at 02:01 PM
I've additionally created an example for one possibility of how this could work to show you. If you look at this Form here http://form.jotform.co/form/31895688939884 you'll notice that. I've created 2 separate Gridlist Reports with 2 Hidden Boxes. One is labeled APPROVAL A, the other is APPROVAL B and only one of them shows up on each of the Reports. So after Editing it to apply an Approval Status to the Submission it will only show APPROVAL A to those with access to that link or page and the same can be said about APPROVAL B. You could also theoretically generate a Conditional Rule to apply to an email that would then send the appropriate link to certain users if you wanted to get more advanced.
APPROVAL A REPORT = https://www.jotform.com/grid/31894979591072
APPROVAL B REPORT = https://www.jotform.com/grid/31895863241057
Comparison of Report Settings for A vs B: