How to add names and prepopulate form?

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    Mary  
    Asked on October 22, 2020 at 01:47 PM

    Good Afternoon,

    Is there an easy way to add in applicants names to our interview form that we created.

    The jotform will be sent to each interview and it would great if we could prepopulate this for them.

    We have about 45 people we will see each week and we trying to find out what the best and easiest solution will be?


    Thank you.

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    Kiran
    Answered on October 22, 2020 at 08:34 PM

    If you are having the list in an Excel spreadsheet, you may consider using Spreadsheet to Form widget to populate the fields by using a unique field such as email address, phone number or any ID. Please see the guide below for more information.

    https://www.jotform.com/help/442-how-to-use-the-spreadsheet-to-form-widget

    If you need any further assistance, please let us know. We will be happy to assist.

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    Mary_Peach
    Answered on October 23, 2020 at 03:28 PM
    Thank you, I will take a look at this.
    ...
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    Mary_Peach
    Answered on October 25, 2020 at 02:28 PM
    Thank you for your email.
    I was able to build a mock excel spreadsheet and upload this to my form, however, all I needis just have candidates names to be populated.
    When I uploaded this, I did get a column for candidate with a column a and b, but not able to truly capture the name of the applicant.
    I was unable to take a screenshot of what shows up when I try to get the form to talk to the widget.
    Any idea what I am not doing to capture what I need for our form?
    Thank you.
    Mary Peach
    ...
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    KrisLei
    Answered on October 25, 2020 at 06:05 PM

    Hello Mary,

    This usually happens when the column names don't match with the Field Labels on your form. Can you verify if the column for the applicant's name matches the Field Label on your form? Is it supposed to appear on the "Candidate Name" field?

    1603663118_5f95f50e4f6b0_Screenshot_1026

    However, I assumed that you are referring to this form, 202653607426050, correct? I can see that you have added the Spreadsheet widget, but I believe my colleague recommends using the Spreadsheet To Form widget.

    The Spreadsheet widget will only display a plain spreadsheet that its function is similar to excel. But the Spreadsheet to Form widget can meet your requirements to populate the field on your form as advised by my colleague: -how-to-use-the-spreadsheet-to-form-widget

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    Mary_Peach
    Answered on October 26, 2020 at 02:28 PM
    Good Afternoon, Thank you for getting back in touch with me.. My field label and the form show it listed as candidate name.
    I am sending you a screen shot of my form. Thank you.
    [cid:image001.png@01D6AB9C.6175B440]
    ...
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    VincentJay
    Answered on October 26, 2020 at 07:00 PM

    Hi,

    We didn't receive the image properly. To share the image here on the Support page, please follow this guide: https://www.jotform.com/help/438-how-to-post-screenshots-to-our-support-forum

    Please try it again. We'll wait for your reply. Thank you!

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    Mary_Peach
    Answered on October 27, 2020 at 10:28 AM
    Thank you.
    I will update this information.
    ...