Request to pull up information from the submissions table and display it as dropdown options.

  • tconsultingproject
    Asked on January 27, 2023 at 1:23 PM

    Hi,

    I would like to be able to select values from a submission table.

    Here is the scenario:

    I have a first form employees registration. After registering employees from this form. The employees data will be in the table <<employees registration >>.

    Request to pull up information from the submissions table and display it as dropdown options Screenshot 20

    I have another form <<project registration>>. While registering new project, I would like to be able to have scrolling list of existing employees so that I can select the project manager among existing employees (in the table employees registration).

    So from the form project registration if I click on the field ''Project Manager'' I would like to be presented the names that are in the table employees registration. And I can just select a name to assign as Project Manager.

    How can I do it ?

    Regards,


  • Lesther JotForm Support
    Replied on January 27, 2023 at 2:56 PM

    Hello tconsultingproject,

    Thanks for reaching out to Jotform Support. If understand it correctly, you want to pull information from a single column in your Submission table to display in your form. Sadly, we don't have this feature yet. You have to manually add the list of Project Managers into the dropdown option. But it would be a great addition to our service. I will be adding this to our feature request.

    While the feature you’re looking for isn’t currently available, rest assured we’re always working to add new services and features to Jotform. 

    I've gone ahead and escalated your request to our Developer Team. When or if it's developed depends on their workload, how viable it is, and how many other users request it. If there are any updates, we’ll circle back to this thread and let you know. 

    Let us know if you have any other questions.

  • tconsultingproject
    Replied on January 27, 2023 at 3:29 PM

    But I have seen a video that I cannot find where with the CustomID it was possible to prefill other form fields by choosing the ID ?

    So by choosing an ID all information of the same ID record where pulled out and filled the new form field.

  • Lesther JotForm Support
    Replied on January 27, 2023 at 4:52 PM

    Hello tconsultingproject,

    Thanks for getting back to us. We do have the Table Prefill feature where the information from the submissions table will populate the form fields. This works on individual prefilled form URLs. This means that each individual row will be equivalent to a single prefilled form URL. It is designed to prefill individual forms only but not to display all values from a single column in your Submissions table.

    Please share the URL of the video for our reference and for us to have a better explanation of it.

    Related Guides:

    After we hear back from you, we’ll have a better idea of what’s going on and how to help.

  • tconsultingproject
    Replied on February 3, 2023 at 4:45 AM

    Hi,

    By researching in your solution, I found the ''Spreadsheet to form'' widget. To some extent it helps prefilling the form with existing data based on a customID.

    So I would like to know, as my data are stored already in a Jotform table, am I obliged to save them in a XLS spreadsheet, and upload them in my new form to be able to populate the data in the new form ? Or is there a way to do the same with just an existing Jotform table ?

  • Joseph_A JotForm Support
    Replied on February 3, 2023 at 5:22 AM

    Hello  tconsultingproject,

    Thanks for getting back to us. Yes correct The widget requires XLS, XLSX, or CSV files; it won’t accept any other format. The widget allows you to upload a spreadsheet to your form and use the values you have on the spreadsheet to pre-populate the form. By using a unique code present on each row of your spreadsheet, you can access that specific row when it matches the unique code entered on the form. Think of it as querying a database using the unique code as the key index.

    For example, if your form fields were labeled like this:


    form field column labels min Screenshot 10

    Then, the column names on your sheet should be labeled the same.

    spreadsheet to form sheet column names b Screenshot 21

    We have a complete guide here that you can check out.

    Give it a try and let us know if you need any help.

  • tconsultingproject
    Replied on February 3, 2023 at 4:40 PM

    Hi,

    I have an issue with to visualize all information from a uploaded spreadsheet.

    I have a first form with this info:

    I have got a form with UniqueID=Project Number. It works good, the project number is autogenerated.

    I have a Fullname placeholder named Project Manager with Firstname and Name. So when I extract the form table to a spreadsheet it gives 2 columns Firstname and Name.

    I have another placeholder named Project Intervenant with with Firstname and Name.

    I have another placeholder named Project Name with just one field Name.

    So in the target form where I have to automatically prefill the fields, I have also a Fullname placeholder named Project Manager with Firstname and Name and another Project Intervenant with with Firstname and Name.

    So when trying to prefill the my new form, it is prefilling the Project Name, but the Project Manager and Project Intervenant Names and first names fields are not prefilled !

    While analysing the spreadsheet extract, I can see that for both Project Manager and Project Intervenant I do have column named just Name and FirstName. So is it the reason why it doesn't prefill ? or How could I do when I have such PlaceHolders with different fields ?




  • tconsultingproject
    Replied on February 3, 2023 at 5:18 PM

    In your example above (the images). The fullname has First and Last Name fields, but in the image of the spreadsheet you have put ''fullname'' as one column ? What does it mean ? Should have extract and concatenate both fields ?

  • Lesther JotForm Support
    Replied on February 3, 2023 at 8:06 PM

    Hello tconsultingproject,

    Thanks for getting in touch. I understand that the fields which were extracted with 2 separate columns (First and Last name) don't prefill the field in your form. You're right! You have to concatenate both columns (First and Last) to prefill the Full Name field. See the image below.

    1675470970 63dda87a22927  Screenshot 10

    In addition, every change you made to the Excel file will not reflect on the form. You'll have to remove the and upload the Spreadsheet again to apply the changes made.

    Keep us updated and let us know if you need any more help.