- julianlAsked on February 24, 2015 at 11:19 PM
Hi, how are you today?
Our plasterboard company used to take orders from our customers over the phone.
We used a table based excel sheet to take these orders.
We have recently updated our internet site so customers can make orders online. Originally we had the internally used excel table as our order form. The customers found this to be cumbersome and chose not to use it. I have recently been making a new user friendly form via your services (which I might add I am very happy with!).
This is great however the staff at our office want the new form data converted back into an excel (or equivalent) table spreadsheet so they can quickly input the customers submitted data into our system. Is there an app or the like that is structured for this?
Thanks for your time, looking forward to hearing from you :)
- JotForm Supportashwin_dAnswered on February 25, 2015 at 08:38 AM
If I understand your question correctly, you want to get your submission data in excel format. Is that correct?
There are multiple ways to achieve your requirement:
#1. You can also integrate your form with google spreadsheet. After integration, every time your from is submitted - a copy of the submission record will also be saved in your integrated google spreadsheet. The following guide should help you: http://www.jotform.com/help/228-How-to-Integrate-Form-with-Google-Spreadsheet
#2. You can export your form's submission records in excel format. The following guide should help you: http://www.jotform.com/help/44-How-to-Export-Form-Data-to-Excel
#3. You can create an excel report as well. You will have to click on a URL to download the submissions in excel. The following guide should help you: http://www.jotform.com/help/101-How-to-create-an-Excel-Report
Hope this helps.
Do get back to us if you have any questions.
- julianlAnswered on February 25, 2015 at 04:40 PM
Thanks for getting back Ashwin. Hmm I'm not sure if this is going to work. What I want to do is have a formatted excel table sheet that will have the fields of the order form connected to the corresponding cells of the excel form. So when we get the responses from the form it will automatically generate the numbers in related cells of the excel sheet. Is this possible? If I use the google spreadsheet can I have this kind of control? I tried it once and it generated a very wide form (we have alot of fields in form) that would be useless for what we need. Can I format this sheet so it suites the need of the process and keeps the same format for other responses?
- JotForm SupportMikeAnswered on February 25, 2015 at 06:50 PM
Yes, you should be able to add modifications to the Google Spreadsheet. For example, you can resize, add and remove the spreadsheet columns.
However, please note that if you change the form (rename field, remove field) it might reset the Google Spreadsheet to default format.
Also, there are other table-like reports available.
- julianlAnswered on February 25, 2015 at 07:26 PM
Hi Mike. Sorry, its not a report I want. The problem we have is the original excel table form we had is not very customer friendly however we rely on it on our end of the process. What I'm wanting is for the web form to be filled in by the customer which in turn automatically fills in a predesignated and formatted excel table form uniquely each time a customer makes a submission. Not a table of multiple submissions. So each time a submission is made there is a corresponding predesignated and formatted excel form populated uniquely to each individual submission. If I could attach the predetermined excel file it would probably make the problem easier to understand! I am sure there must be an answer to this problem.
Thanks for your time :)
- raulAnswered on February 25, 2015 at 09:14 PM
If I understand correctly you want to capture each submission made in your form and adapt the data to the format you already have in your Excel spreadsheet.
If this is correct, there are 2 options that I can think of right now that you can use:
1. Integrate your form with google spreadsheet and use that sheet as your data source for the Excel spreadsheet. This way you can manipulate the data to fit the format of your sheet. You can read more about this here: https://productforums.google.com/forum/#!topic/docs/7uJXwnJgPhc
2. If you have access to an online database, you could use the steps provided here: http://www.jotform.com/help/126-How-to-send-Submissions-to-Your-MySQL-Database-Using-PHP to save the data in it and then you can pull the data out of your DB in order to populate the fields on your Excel spreadsheet.
I hope this makes sense to you.
If I misunderstood something please correct me.
- Marie KeeneAnswered on October 24, 2016 at 03:45 PM
I have a similar question but different.
We have an online form that sends an email with just the answers to the form's questions. I want to know if there is a way to convert that information into an Excel table that can then be used to manage a mailing list to the responders.
I'm new to this, so will need step by step help.
- dcAnswered on November 21, 2016 at 06:45 AM