I want to create a form where my vistors can complete there budget plan and store it on my

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    golilgo
    Asked on October 13, 2014 at 04:31 PM

    I have a excel budget worksheet that I would love to be accessed by my members.  I want my members to be able to create a customer profile and sign in and manage their budget from my site.  Can someone help? 

    my Jotform  form currently on my site is not visible on my ipad.  Is there a mobile app for it?

     

    Leona

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    Charlie
    Answered on October 13, 2014 at 07:39 PM

    Hi Leona,

    You can use JotForm as a means to improve the system you have. If you are looking to let your users to create an account, logging in and managing them, that will need more setting up on your website builder and the back end of it.

    But if what you want to accomplish is to let your users to fill in a form with an excel sheet on their view and can add data there, you can use the following widgets:

    http://widgets.jotform.com/widget/spreadsheet 

    http://widgets.jotform.com/widget/data_grid 

     

    In my end I'll try to use the "Spreadsheet" widget, but you can try both of them to see which one suits you.

    1. Search the widget bar

     

    2. Setup wizard will show and enter the necessary fields you need. You can pre-populate the fields like the column names and other row values.

     

    3. You can then view the form with a working spreadsheet. 

     

    After setting up the form, you can let users edit their submission by setting up an "Autoresponder" or "Email notification". You can check the guide links below:

    http://www.jotform.com/help/25-Setting-Up-Email-Notifications 

    http://www.jotform.com/help/26-Creating-a-Form-Autoresponder 

     

    From there, you can setup the email content to have an "Edit Link" field, this will let the users to edit or update their submissions by visiting that link.

     

    Although this looks more of a workaround, let us know if this helps you.

    Thanks.