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    How can I assemble several submissions into a book

    Asked by QHub on September 04, 2014 at 10:00 PM

    Hi, I use these forms:

    http://www.jotform.us/QHub/All-Tech_Node_Log

    http://www.jotform.us/QHub/All-Tech_Amp_Log

    http://www.jotform.us/QHub/All-Tech_EOL_Log

     

    I want to start from scratch, eliminating alot of the hidden fields and using a format like this form:

    http://www.jotform.com//?formID=42399295955978

    That part I've got handled. What I want to do is assemble one node log + several Amp and EOL logs into one submission that I'll call a book under the name of the Node - which is something like QC33 - two letters and two digits. 

    Some Details:

    I want someone to start by inputting node details. After that, I want them to be able to add Amps as needed, with EOL information connected to the Amp as seen in this form I'm experimenting ideas with:

    http://www.jotform.com//?formID=42456105992963 

    The node information will be everything from the Node Log, but this form is just a way to test ideas so I haven't put those details in.

    I'd actually like the Amp and EOL to be one big matrix with 4 per page, like this:

    Very important is the ability to start the process, save it and go back to it. Plus, I need to be able to access their work even if it is not complete.

    Sorry for the long post, but I've figured out quite a bit about your site and it's capabilities in the last few months, but I can't figure out a good way to do this. Currently, I'm taking submissions from the 3 forms and using Excel Macros to populate the Node Sheet and Amp Logs in the format I want them in. It works, but it's not user friendly, so I have to manually create these books for everyone's work - to the tune of 25-30 a week. I'm not opposed to using our website to assemble the submissions, but I don't know how to do that either.

    So, how do I get technology to assemble the book so that anyone who uses the form can see and edit the full package without my intervention?

    Thank you so much for any help, even if it's just to tell me I'm out of luck!

    Casey

    Page URL:
    http://www.jotform.com//?formID=42456105992963

    Submissions JotForm POST uploads excel
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    JotForm Support

    Answered by Welvin on September 05, 2014 at 02:04 AM

    Hi Casey,

    You can combine all three forms into a single form. You can use Page Break tool, your current test form is now using this method. The only problem I think is the ability to automatically copy section data to another section - you want it this way, right? Please confirm that.

    Based on the screenshot, you can take advantage of the Matrix Field under our survey tools for creating tables.

    With regards to the ability to save current data and come back to it later, you can use our EDIT Link feature: http://www.jotform.com/help/40-How-to-Let-Users-Update-Their-Form-Submissions-at-a-Later-Date. Using this method, you have to submit the form first. If you want to just save the data - NO submit, but can come back to it later, you can use our Save Form and Continue Later method. We have two ways:

    a. Autofill Feature: http://www.jotform.com/help/227-How-to-Enable-Auto-Fill-Feature. Using this method, the form data will get saved to the local browser storage so you must access the form back by using the same computer and browser.

    b. Session URL method: http://www.jotform.com/help/97-How-to-Save-Forms-to-Continue-Later. This is commonly used because of its ability to save data to our servers. For as long as you have the correct session URL, you can continue filling up the form to any browser and device.

     

    Please kindly check the above links and let us know if that works for you. I hope so. And let us know if you have further questions.

    Thank you!

  • Profile Image

    Answered by QHub on September 05, 2014 at 02:50 AM

    Thank you for your response.

    Yes sir, I've toyed with all those save and continue options. That was the direction I was heading. 

    As far as the Matrix is concerned, my example is using several matrices, but I would prefer it to be one and I'd like to make whichever fields I input text in to be read-only. Also, I want to instruct the which cell becomes active when you use the TAB key, so that the user tabs to the next logical cell.

    I definitely want to copy section data. I want to make the whole process easier on myself, but not at the cost of making it harder on the user.

    Thank you,

    Casey

     

  • Profile Image
    JotForm Support

    Answered by Welvin on September 05, 2014 at 04:26 AM

    Hi Casey,

    That's great! Let us know if you come up with issues.

    You can use the textbox fields and you can use our field positioning function: http://www.jotform.com/help/90-Form-Field-Positioning to create a column like section. Unfortunately, making field as read-only after you fill it is currently not possible in our form builder. Someone who has the access to the edit link and/or the save data can change it.

    Yes, you can use the tab key to navigate a field to field.

    Thank you!