JotForms accessing JotTable or any other 'live' spreadsheet

Greetings,

What I would like to do is to have two forms: One would be an intake form where a client applies for an account where their contact information and other details are recorded. A unique identifier would be issued via email (via the Unique ID Widget) and when the client signs in to the main form (the other form) with their email address and Unique ID, their contact information being automatically filled in.

The issue is that I need my JotForm to be able to access a spreadsheet that is populated by the first form, without manually updating a lookup table. While I understand that this can be manually accomplished with the Spreadsheet to Form widget, the problem is the manual process of exporting the 'JotTable' intake table as an Excel file, importing the Excel file over to the main form in order to have the new lookup table in 'Spreadsheet to Form' widget any time the intake form is filled out. It would be a perpetual cycle of needing the file to always be updated.

I am writing to you today to ask if there is a way to automate this task via an external platform such as 'Make' (was Integromat) or to even have the 'Spreadsheet to Form' link to a JotForm Table instead of an excel file. Would it be possible to automate this task via API calls?

Alternatively, is there a way to provide unique Usernames and Passwords to a Form? (I know that a form can be password locked, but the issue is password sharing.)

Best regards,
~M.

Hello M,

Thanks for reaching out to Jotform Support. I understand that you wanted to create two forms with the first form generating a unique code and entering information, and then the second form, you will enter the unique code that will auto-populate the form fields from the first form.

I will need a bit of time to check and test this, I will get back to you as soon as we come up with a solution or workaround.

Thank you for your patience and understanding, we appreciate it.

Yes Kris, that is correct.

While I can password lock a form, password sharing happens. What I would like to do is to "lock in" an account by verifying the Unique ID (UID) that was sent to the email address, asking for the UID which loads the table data 'blind' by passing the table information to hidden Name/Address/phone/email fields, and if the UID is good (it's recorded in the system) *and* email address also matches what we have on file, pass those to a 'read-only' statement of the account.

1.) Guessing a UID might happen. Guessing the UID and the associated email address is a slim chance.
2.) Previously, clients were sharing passwords to gain access to a discounted version of the form that we are using to generate quotes. The purpose of this is to reward those who make frequent purchases.
3.) This doesn't work when there's one single password for all the clients, as the password gets shared.

From all I see the hyperlinked table feature isn't available in JotForm.

* FWIW, having a user-generated "noise floor" for feature requests is great and all, but it must drive senior management and the devs crazy in terms of where and what to focus on.

Perhaps JotForm can create a 'scoreboard' for feature requests where users can add their wants and wishes. While I understand that there are only so many hours in a day for devs to solve all of our problems and custom wants and wishes, I do find myself searching the forms for solutions to my woes, only to find that someone else submitted a feature request the exact same as what I'm trying to solve, several years ago.

Primary examples:

- the ability to process numbers with a comma and/or a decimal.
- fractional mathematics, with the use of 'vulgar' (½ = U+00BD) / Unicode Characters
- hyperlinks to tables such as accessing JotForm Tables / Google Sheets / Make (via API) and *processing* the data in a form 'live', and not by exporting, saving, and loading a lookup table.

Perhaps it's time to create a section of JotForm to dedicate a tally or scorecard of features that users would like. Who at JotForm is scouring the forms to see that x number of people made a request for 'y' feature, and then who decides what user-suggested features between a-z will get implemented?

Just a thought!

Best,
~M.

--

Hi M,

Thanks for patiently waiting. Unfortunately, it is not possible to have a spreadsheet that automatically updates and prefill the other form based on the unique code. You can achieve this by using our Spreadsheet to Form widget. Note that our widgets will be break if there's an update to the spreadsheet so, you have to re-upload the spreadsheet every time there's an update to the spreadsheet.

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.

Thanks for your patience and understanding, we appreciate it.

Hello M,

Thank you for patiently waiting, I appreciate it. As my colleague mentioned, it seems not possible to have a real-time update of data that can be used to auto-populate another form. But you may want to try the following guides if one of them will help you achieve the requirements of your form. See them below:

http://api.jotform.com/docs/ 

https://prepopulate.jotform.io/ 

 https://www.jotform.com/help/351-How-to-Automatically-Pass-Form-Data-to-Another-Form

Prepopulating Fields to Your Jotform via URL Parameters

How to Pass Field Value to Another Field

Regarding password sharing, you can try setting a password to the form, setting the Link To Share of the form to Private, and then inviting users to fill out the form by adding their email addresses to the Invite by Email. Below are the guides that will help you:

How to Password Protect a Form

How To Change the Access Settings of a Form

Having said that, even other users know the password of your form, as long as they are not invited by you as the owner of the form, they will not be able to access it.

Reach out again if you have any other questions.