form requirements for trello integration

  • Profile Image
    Smid_mike
    Asked on August 21, 2020 at 01:26 PM
    Regarding the question about labels etc.
    We are currently working with some people who use Jotform together with a
    Trello integration and we want to copy their way:
    We now have 3 forms and the following needs to happen:
    Form videoadvertenties & productpagina's:
    - Client enters form and pays
    - Card is created in a trello board (different for each form)
    - In the card the information should be structured as follows:
    -> Card name: Answer on Q1
    -> Description: Sublabel Q1: Answer Q1 (NEW LINE:) Sublabel Q2: Answer
    Q2 (etc. etc.)
    Form Combi:
    - Client enters form and pays
    - Card is created in two different Trello boards (as this is a combined
    deal and the orders should be sent to two different teams)
    - In the card the information should be structured as follows:
    -> Card name: Answer on Q1
    -> Description: Sublabel Q1: Answer Q1 (NEW LINE:) Sublabel Q2: Answer
    Q2 (etc. etc.)
    Please let me know how to do this exactly.
    Today I've upgraded my plan as you confirmed this would be possible.
    Kind regards,
    Mike
  • Profile Image
    Jimmy_D
    Answered on August 21, 2020 at 03:44 PM

    Hi, 

    Kindly check these reference guide and articels to integrate Trello to your form.

    Using-the-JotForm-Power-Up-in-Trello

    trello-power-up/

    Let us know should you need further help.- 

  • Profile Image
    Smid_mike
    Answered on August 21, 2020 at 04:28 PM
    I checked that already, I asked for more help
    ...
  • Profile Image
    Jimmy_D
    Answered on August 21, 2020 at 05:36 PM

    We would be happy to help you build the entire workflow, but I am afraid this is beyond our scope of support. 

    I recommend you contact Trello support for help or hire a developer to help you create the workflow. 

    Feel free to contact us if you have other questions or concerns. 

    Thank you. 

  • Profile Image
    Smid_mike
    Answered on August 21, 2020 at 06:28 PM

    Please refund my money

  • Profile Image
    Jimmy_D
    Answered on August 21, 2020 at 07:55 PM

    I have moved your refund request to a separate ticket since it's a different topic. I will reply to you here

  • Profile Image
    Patrick_R
    Answered on August 22, 2020 at 05:39 PM

    Hi! Our apologies for the inconvenience. We'll try our best to answer your queries.

    Form videoadvertenties & productpagina's:
    - Client enters form and pays
    - Card is created in a trello board (different for each form)
    - In the card the information should be structured as follows:
    -> Card name: Answer on Q1
    -> Description: Sublabel Q1: Answer Q1 (NEW LINE:) Sublabel Q2: Answer
    Q2 (etc. etc.)

    It is possible to achieve this. I've prepared a demo, screencast of which I have attached at the end of this reply. Basically, we need to use conditions to combine all fields into one and then send it over to Trello via integration. Also, the file uploads that you're collecting, those can be sent as attachments to Trello. I'll demonstrate this in the screencast below.

    Form Combi:
    - Client enters form and pays
    - Card is created in two different Trello boards (as this is a combined
    deal and the orders should be sent to two different teams)
    - In the card the information should be structured as follows:
    -> Card name: Answer on Q1
    -> Description: Sublabel Q1: Answer Q1 (NEW LINE:) Sublabel Q2: Answer
    Q2 (etc. etc.)

    You can achieve this as well when it comes to sending of the data to Trello (demonstrated in the screencast). But, please note that a single Form can only create one card for each submission, so you won't be able to create two cards under separate boards.

    For the demonstration purposes, I did the following:
    1. I cloned your Form named "Videoadvertenties" into my account
    2. Then I changed its layout to Classic form (for demonstration purposes) as it is easy tio understand.
    3. I removed the payment field as it was not required for this demonstration.
    4. Then I integrated Trello with the Form (from the Integrations Panel).
    5. You'll notice a Long Text entry at the end of the Form which basically combines all the values provided in the form. We use condition for this purpose which you can easily copy.
    6. Then I integrated Trello (shown in the demonstration and assigned fields to it).

    This is the screencast: https://drive.google.com/file/d/1TQ0uAIqoBDWusPyH_sSpams2VPY45pjE/view?usp=sharing

    The form prepared in this screencast is: https://www.jotform.com/202346513712952
    You can clone this into your own account to further check its implementation using these instructions: https://www.jotform.com/help/42-How-to-Clone-an-Existing-Form-from-a-URL/

    I hope this helps. In case it doesn't or if you have any questions, feel free to let us know.

    Thank you!

  • Profile Image
    Smid_mike
    Answered on August 23, 2020 at 10:28 AM
    Hi Patrick,
    Now, this is a very professional and customer oriented reply to my question
    - thank you so much!
    Now it got much more clear.
    There is just one thing your colleagues promised me would be possible to
    achieve.
    Instead of using the full question in the trello card, I'd like to show:
    Jotform sublabel : Filled in answer
    Can you help me achieve that?
    Kind regards,
    Mike
    ...
  • Profile Image
    Smid_mike
    Answered on August 23, 2020 at 11:28 AM
    Also have another issue with PayPal business integration. To show you
    everything here is a loom link.
    Watch Video
    The issues described are:
    - PayPal payment gets an error message on form "Videoadvertenties"
    - How can I translate the Paypal to Dutch in the form?
    - On the other two forms "Combibestelling" and "Productpagina's" the PayPal
    payment is not even there even though it should be. I tried reconnection
    but it didn't work.

    ...
  • Profile Image
    Jimmy_D
    Answered on August 23, 2020 at 03:59 PM

    I have moved the PayPal question to this thread.- https://www.jotform.com/answers/2531325

    You can customize the label on the Conditional logic. 

    So instead of using: Wat is je emailadres? like Patrick did, you would use. Emailadres: and so on.

    I2V0shh0By.gif

    Expected Outcome on Trello.-
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    118679_DFSDFSgfsg.jpg

    I hope this was helpful. 
    let us know if you have more questions.