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paulmarshAsked on January 25, 2021 at 5:51 PM
Hi, i have integrated my form with google sheets so all the data from the forms is transferred there. This is working fine.
Next i have set up Zapier on the addition of a new data row in the sheet mentioned above it creates a new excel spreadsheet using a template (needed as we have to send the data collected in a pre-defined format accepted by the lender)
What i need now is to add the links so the template can read the data from the excel sheet that holds that data from the form.
Last year i did this with google docs same process except output document was a google docs sheet not excel sheet but the outcome is the same getting the data in a specifc template format.
So before i added {{jotformfieldname}}
where i needed to add the right data in the right place in the template.
But i can not remember how to link the to source documents so wondered if you know what i need to do so that {{businessname}} for e.g pulls the data collected for that new form entry for that fieldThank you
Page URL: https://form.jotform.com/210221696487358 -
Vanessa_TReplied on January 25, 2021 at 9:41 PM
Apologies, unfortunately, I am quite confused with what you meant by source documents.
Nevertheless, in general, you can get a field's value by enclosing the field's name in curly braces.
https://www.jotform.com/help/146-how-to-find-field-ids-and-names
eg: {name}
If you are referring to something else, please explain in detail, give concrete samples and share a screenshot whenever possible.
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