Auto populate information

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    Juliano Yeomans 
    Asked on June 16, 2021 at 12:41 PM

    Is there a way to create a form where you have previously created a database of vendors or clients and if you select one of these clients from a drop down list then it would auto populate that info that was saved for that client/vendor to a form.

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    Mike_G
    Answered on June 16, 2021 at 08:33 PM

    Based on my understanding of your requirements, I believe what would truly help you is the Spreadsheet to Form widget.

    You can find more information about that widget and how you can set it up in this guide created specifically for setting it up — How-to-use-the-spreadsheet-to-form-widget

    Please give it a try and let us know if you need any further assistance.

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    Juliano Almendro 
    Answered on June 17, 2021 at 02:46 AM

    What if we needed to update the spreadsheet? Does that mean we would have to keep re-uploading the spreadsheet to the form? that wouldn't be very efficient? is there not some other way to link to an online version of the spreadsheet that maybe is hosted on google drive or somewhere where that spreadsheet may have more info added from time to time and those changed then picked up on the form?

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    Jed_C
    Answered on June 17, 2021 at 08:45 AM

    What if we needed to update the spreadsheet? Does that mean we would have to keep re-uploading the spreadsheet to the form? — Yes, you will need to re-upload it every time you will update the spreadsheet. There's currently no option to link it to an online sheet. As of the moment, you will have to manually re-upload it.

    Let us know if you have any questions or if you need further assistance.

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    Almendro
    Answered on June 21, 2021 at 06:39 AM

    I HAVE FOLLWED THE INSTRUCTIONS ON HOW TO SET THIS UP TO GET IT TO WORK AND IT IS NOT AUTO FILLING THE INFORMATION, I NEED ASSITANCE PLEASE.
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    Tommaso_F
    Answered on June 21, 2021 at 08:52 AM

    Hello @Almendro,
    We have moved your issue to a new thread and soon we will reply here
    https://www.jotform.com/answers/3172628

    Best regards.