Is there a way to auto save an excel report so that people can update the report fields without having to pull down a new report every time?

  • prossmann
    Asked on June 19, 2015 at 3:02 PM

    So I have an IT Work Order template that my staff needs to fill out when they want IT to do a job.  I want to be able to have an Excel report auto saved to say my server so my IT team can access it, and update certain fields such as when it is complete, and what date and time it was completed.

  • Sammy
    Replied on June 19, 2015 at 3:40 PM

    You can integrate your form with Google spreadsheet, which will save the submitted form data upon form submission by the user.

    You can then share the link to this spreadsheet with your IT team.

    Keep in my that the any updates on the spreadsheet will not propagate back to the data saved on jotform.

     

    Is there a way to auto save an excel report so that people can update the report fields without having to pull down a new report every time? Image 1 Screenshot 20

  • prossmann
    Replied on June 23, 2015 at 3:56 PM

    Not sure what you mean in your last sentence about updates on the spreadsheet propagating back to the data saved on the form.  Can you please explain?

    What I want is to have a running spreadsheet with columns that my IT person can constantly update on the running spreadsheet.  Is that what the integration will do?

     

    Thanks

  • Sammy
    Replied on June 23, 2015 at 4:42 PM

    Hi,

    Sorry for the unclear part, what i meant was that updates to the integrated spreadsheet will not be saved to the original submission data in jotform.

     

    Regarding the spreadsheet the integration will create a spreadsheet that will be constantly updated with new submissions, which can also be modified in addition you can specify your additional columns on the spreadsheet.