Pre-populate Dropdown box from external data

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    marc.packard
    Asked on January 01, 2022 at 07:26 PM

    We have users that need to select an active project (these change on a daily basis). Can a dropdown be populated with some external data (that we don't have to manually add every day)? It could be a CSV, Excel, or whatever. We just need a mechanism to get the data to the Jotform without manually adding it.

    Example: We export a daily (say, CSV file) that is stored on Google Drive. Jotform sees the file and when a new Jotform submission is being made, the project field would allow them to select the appropriate active project from the CSV file. Once it's submitted, we can take that data and manipulate it via Zapier into our system.

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    roneet
    Answered on January 01, 2022 at 10:43 PM

    You can check out our Spreadsheet to Form widget:

    https://www.jotform.com/widgets/spreadsheet-to-form

    The Spreadsheet to Form widget allows you to upload your spreadsheet to your form and use the values you have on the spreadsheet to pre-populate your form.

    Let us know if this would work for your use case.

    Thanks.

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    marc.packard
    Answered on January 01, 2022 at 10:56 PM

    I looked at that option, but you have to manually upload a spreadsheet so the data is basically fixed. That would require someone to manually upload an excel/csv file every day for the user to see the active projects.

    My assumption is that Jotform does not currently have this functionality, but I am hoping there is some advanced functionality that may need a little extra work on our end.

    Here is a sample:

    Jotform Fields: Project, Assigned, Start Time, End Time, Notes

    Each time a technician would open the form, they would have a drop-down box (projects) that shows the active projects (this would be fed daily or synced with an external data source).

    For example, a technician may see different active projects on different days (since the data to projects is fed from an external source).

    On a Monday, they may see two projects (Project 1, Project 2)

    On Tuesday, they may see different projects (Project 2, Project 3, Project 4).




  • Profile Image
    roneet
    Answered on January 02, 2022 at 02:23 AM

    Unfortunately, this is not possible. You would have to manually add the data in the options of the drop-down of each form. You cannot call any external web services to fetch the value and pass it to the dropdown of a form.

    But if you want, you can download the source code of the form and add custom codes to prepopulate the drop-down. You can hire a developer to do so from any freelancing site.

    Thanks.

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    marc.packard
    Answered on January 02, 2022 at 12:30 PM

    Not optimal, but I can make that work.

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    Dragana_R
    Answered on January 02, 2022 at 02:46 PM

    Hi, Marc!

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

    We're happy to help! Thank you! Best wishes in the New Year! ✨