Collating submissions

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    kathy
    Asked on July 04, 2011 at 09:20 PM

    Hi. I run a purchasing co-op, which i am hoping to make much less labour-intensive. (I currently email spreadsheets, which i manually collate.)

    So, I have set up a purchasing form (not yet online) which members use to select the products they would like to purchase. Is there a way to collate all of the members' purchase orders to facilitate batch ordering from the suppliers? 

    thanks

    kathy 

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    allanftd
    Answered on July 04, 2011 at 11:22 PM

    Hi Kathy,

    Thank you for posting in our support forum. You can collate all submissions made through your form using the Export to Excel feature. Just go to your form's submissions page and look for this button:

    Please let us know if you need further assistance. Thank you for using JotForm!

    JOTFORM SUPPORT

     

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    kathyehmann
    Answered on July 05, 2011 at 12:21 AM
    Thanks. I have found that, but it presents a new problem. The products field in the s'sheet is a string of the selected products. I need to have sub totals of each product. So customer 1 buys A, C and D; customer 2 buys A, D and F; and customer 3 buys B, D and F. I need a report that tells me to order 2 x A, 1x B, 1 x C, 3 x D, 2 x F.Is that possible?Thanks K
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    allanftd
    Answered on July 05, 2011 at 01:19 AM

    Thanks for the prompt response Kathy. This is not available within JotForm itself, but there's a workaround that you can also do using MS Excel 2007 or 2010. You can use the Conditional Formatting feature. With this feature, you can highlight the cells using different colors depending on the content.

    NOTE: Apply the highlight rule one product at a time to avoid any conflicts.

    Then, you can use the Sort and Filter feature to add drop down filters on each spreadsheet column. And finally, use Filter by Color option as shown below:

     

    We hope this workaround will sufficiently address your requirements. Please let us know if you need further assistance.

    Thank you for using JotForm!

    JOTFORM SUPPORT

     

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    amsweb1
    Answered on February 03, 2012 at 10:18 AM

    I am running into this same issue with a registration form for an event where you purchase different packages and items. 

    The problem with conditional formatting is that it doesn't work if somebody purchased more than 1 of the items at time, as it puts that in the same cell.  

    Has anybody else found a work around for this?

  • Profile Image
    fxr
    Answered on February 03, 2012 at 12:47 PM

    @amsweb1 

    There may be an Excel formula you can use. 

    If you could please open a new thread on your issue, give us the form ID/URL and explain as fully as possible what you are trying to do, we will be happy to see if we can provide some kind of a workaround. 

    Thanks.