Creating a third Folder within Google Integration

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    desertrose1
    Asked on October 20, 2020 at 09:33 PM

    Hello, I use the google drive integration for all my forms but there is something that would make storing our files so much easier. We are a clinic and we use JotForms for client and clinical forms. For client notes the struggle that we are having is the fact the integration only allows for two folders to be made.

    For example, 

    The first Folder we Name "Clinical Forms" and the Second Folder would be the "Client Name". We wanted to add another Folder option within "Client Name" that would say "Client Initial Date". The reason behind this is because when our clinicians complete their notes it alls gets sent to the clients file but all the forms are saved under just the client name which makes it extremely difficult to find any form that we are looking for. 

    If we could have the option to choose another level folder it would aid in the files being saved within the clients folder but in an organized manner that would aid us in finding any form much faster. 

    How could we go about doing this... or if you have a better option or idea that we can do. We love the platform and it has helped us greatly but the man power that is needed to rename the forms as they come and organize them in a way to easily locate them is costing us too much. What is something we can do to help us with this problem?


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    Patrick_R
    Answered on October 21, 2020 at 05:03 AM

    Hello!

    - For client notes the struggle that we are having is the fact the integration only allows for two folders to be made.

    As far as I know, a single form can only connect to a single GDrive folder via integration. Also, there is no limit on the number of GDrive folders that JotForm can integrate to (for different forms). You can have 5 forms and all of those 5 forms could be linked to 5 different GDrive folders.

    Q) Are you referring to creating subfolders within GDrive via JotForm integration?

    If yes, then you can achieve this by simply arranging your integrated folder manually on GDrive by placing it under the folder of your choice as a sub-folder.

    JotForm will still send the data to the integrated folder only. This is possible because the Google Drive folder link created will remain the same even if you move the integrated folder under a different folder. Also, sub-folder level doesn't matter. The linked folder URL remains the same in every case.

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    I hope this information helps. For further queries, feel free to write back to us.

    Thank you!