How To Copy/Transfer Submissions From One Form To Another

  • Profile Image
    markashton
    Asked on August 27, 2014 at 06:37 AM

    Hi,

    I have a survey that continues from one month to the the next.

    Each month I prepare a report for my client for the data for that month.

    Of course I have to filter the data for that month by way of an invisible field I call flag ... so I will use Aug14 as the default value for that month and can then filter data just for that period.

    What i would like to do is to have a duplicate form that receives all the submissions automatically from the active form. Then at the end of the month I can delete all the submissions from the active form ... making it easier to analyse and filter .... but will have a lovely 'master submissions' record of all months in my dummy form.

    Can you advise me on whether this can be done.

    Thanks Mark 

  • Profile Image
    jedcadorna
    Answered on August 27, 2014 at 09:37 AM

    I don't see any possibility of doing this automatically but you can prepopulate values from one form to the other by thank you page.

    Here's a thread that tells how to populate values from one form to the other http://www.jotform.com/answers/417250-Link-Forms-Pass-value-from-one-form-to-another

    For your submissions you have to do it manually like export excel and csv from submissions page then import using Import Data app.

  • Profile Image
    markashton
    Answered on August 27, 2014 at 10:03 AM

    Respectfully, pre-populating a form from a thankyou page ... just to get a new submission bin of data is a ridiculous suggestion ... if what you are suggesting is that the user sees it going to the new thankyou page ... exactly the same thing they've just submitted .... and then have to press submit again!! Surely you are not suggesting that?

    Second one ... Import data app ... that sounds more like it.

    So, this is what I did ...

    1) I cloned the form  

    2) I then exported the data from the original form using jotform reports as an excel spreadsheet .xlsx ... then converted to .xls .... and then exported data as .csv

    I tried to import data between two identical forms ... and in each case ... including the csv method ... it completely failed.

    So, to conclude ... you suggest using the Import Data App ... but you obviously have never used it. It does nothing whatsoever ... except waste a busy person's time. 

    Who created this app?
    How much engineering time was put in?
    Who tested this app?
    Has anyone ever got it to work ... ever?

    There are 11 reviews for it. The first few were hoorahs from pretend people who didn't use it. Every other reveiw says what I'm saying now.

    I would be keen to work on this app ... but can someone show me it working in any capacity ... I bet you can't.

    You know that is about the fifth app I've tried ... all of them never work

    Please advise me if anything I have said is incorrect above.

    Thnaks Mark

  • Profile Image
    EltonCris
    Answered on August 27, 2014 at 12:39 PM

    Hello Mark,

    Thanks for your reply.

    The said app has been tested by few users already and honestly I have also tried this before and I was sure it was working. Although as of the moment, I can conclude that the app seems broken.

    After importing the CSV file, the button just stays on "Importing" and then the following error appears after a minute.

    Screencast: https://docs.google.com/a/jotform.com/file/d/0B-COejOprTz3cUFoV2xRS1piaVE/edit?usp=drivesdk

    I have now reported this to our developers so they can check and fix the problem.

    Thank you for bringing this to our attention and apologies for any inconveniences caused.

    Regards!

  • Profile Image
    markashton
    Answered on August 27, 2014 at 12:51 PM

    Oh right ... so no chance of using that then ... as the other apps I've mentioned haven't been fixed. This won't be fixed for months ... if ever.

    Why don't you do everybody a favour and take it off the Jotform App list so people don't waste their time ... like I did.

    You see knowingly keeping a piece of technology up for people to try when you know full well it doesn't work means you value people's time at zero dollars ... because you think it is acceptable to leave it up knowing people will try it.

    I find it difficult to believe it ever worked ... and I don't believe any jotform users have used it to any effect.

    -------------------------------------

    So, in conclusion there is no way at all that one can transfer data from one form to another ... unbelievable ... all these crap apps and widgets ... and no decent data transfer method in existence.

    I can't believe that I am unable to get a set of data from one form to another identical form ... or move from one submission bin to another ....

    Surely there must be a way to achieve what I want?

    Thanks Mark

  • Profile Image
    EltonCris
    Answered on August 27, 2014 at 01:12 PM

    Ok, I got it working after consulting this with one of my colleague and after reading the app instructions carefully. It would require a few steps though but it's worth it.

    Ok, if you still want to go this route here's what you need to do to ensure that the data will be successfully imported to the selected form.

    1. If you're uploading an Excel file (.xls) (Note that .xlsx isn't yet supported), you have to use the same format provided on the app. Make sure that the first row on your Excel data has the same format suggested on the app. You have to copy and paste it on your Excel data.

    Example:

    And then on your Excel file, paste it on the first row.

    Tried it with over 30k submissions and so far the app is working as long as you have to use the provided format.

    Hope this helps. Thank you so much!

  • Profile Image
    markashton
    Answered on August 27, 2014 at 02:45 PM

    Well that's great ... I'll eat humble pie on everything I said.

    One thing ... will it add to submissions that are already there? .... or is it expecting a form with no existing submissions?

    As I'll be doing it each month ... adding to existing submissions ... this is a key requirement.

    Just a thought ... wouldn't want to overwrite existing submissions or have the process fail because of existing submissions.

    Thnaks Mark

     

  • Profile Image
    Mike_T
    Answered on August 27, 2014 at 05:13 PM

    The Import Data App should not affect existing form data in any way.

    It will simply add the data to existing submissions, so it should work in your case.

    Thank you.

  • Profile Image
    DivineSwine
    Answered on August 09, 2016 at 03:54 PM

    Humble pie! how about an apology for being impatient? I have just stumbled on this thread searching for an answer to something similar...

  • Profile Image
    markashton
    Answered on August 09, 2016 at 04:17 PM

    I'm not impatient. I've worked with Jotform for over 8 years. Answers like mine are the only way to get things to happen. It takes a lot of patience and persistence to get things done. Sometimes with Jotform ... you need a strategy.

    You've added a one sentence answer ... based on a the assumption that I'm just a moaner.

    How long have you worked with Jotform Divine Swine? 

    However, I understand why you would come to that conclusion on reading it.

    Tell me ... have you found the solution to your problem with the import app? 

    Regards Mark