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    Importing data / multiple form creation or generation

    Asked by swapna_summit on February 26, 2016 at 06:31 AM

    Hi,

     

    we want to be able to import data from a file but use it as a master list so that when a client clicks on a drop down of example name, a form with fields get pre-populated with the information for that particular person. 

     

    We then want to be able to fill out 'forms' based on a series of options / products a customer wants. 

    so, basically, we want t generate one form with all the sections / sub forms merged into one.

    i am two minds about doing all of this on one form due to the possible length but then, we want to be able to generate one pdf of all the sections filled in.

     

    Do you have any suggestions of how we could go about doing this?

     

    Many Thanks,

    form creation multiple form importing
  • Profile Image
    JotForm Support

    Answered by Welvin on February 26, 2016 at 10:01 AM

    Importing is a data to a form is possible, I think you know this already. However, automatically adding the data to a dropdown is not possible. If you wish to add it there, you have to manually copy/paste the options.

    As for filling the other forms automatically, I'm afraid that this is no direct method to do this in the form. A workaround would be to do the prepopulation or use a single form to copy/put value and you can do this through conditional logic. But this is tricky or would take time if you will populate multiple data and forms.

    http://www.jotform.com/help/268-How-to-Insert-Text-or-Mathematical-Caculation-into-a-field-using-a-Condition

    For these requirements, I think we can only provide you a workaround such as the calculation. But I would also suggest trying this into a single form. Just please let us know if in case you need some help.

  • Profile Image

    Answered by swapna_summit on February 29, 2016 at 07:54 AM

    Hi, 

    I dont think the calculation would work, I donot want to calculate anything, just merge forms into one based on the number of forms a user is to fill out, 

     

    Thanks,

  • Profile Image
    JotForm Support

    Answered by Welvin on February 29, 2016 at 09:29 AM

    The calculation should be able to copy one field's value to another field. That's what I'm trying to suggest. But you have to do this into a single form. You can create sections either using the form collapse or page break (https://www.jotform.com/help/119-How-to-Create-Multi-Page-Forms).

    You can create conditions. Example, show this section if an particular option from the dropdown is selected.