- Nikolai MikkelsenAsked on May 21, 2016 at 09:22 PM
Am I able to link a form so that when the form is opened it is populated with a particular spreadsheet from drive. Basically what I'm attempting to do is create a purchase order requisition form. I want to pull a number from a spreadsheet on google drive (po number). From there the relevant information is entered into the form and when the form is completed this information is fed back into the row of that spreadsheet. In addition an email containing a pdf or copy of the form is created and then sent to the person filling out the form, the purchasing manager, and a copy is dropped in a folder on the google drive. If this is possible I would be happy to purchase/use your software.
- JotForm SupportKevin_GAnswered on May 22, 2016 at 01:09 AM
I think that you will be able to pre-fill the form with the data from the spreadsheet by sending those fields via URL parameters, it means that you will need to add those fields that you want to pre-fill in the URL to the form so your users will be able to fill the needed data and submit the form, this app will help you with pre-populating the form: http://prepopulate.jotform.io/.
Now, you cannot get the data into the same spreadsheet the only way to get the data in a spreadsheet is by generating an Excel report or downloading manually your submissions in Excel format, these guides will help you with that:
You can integrate your form with Google Spreadsheet as well, the data will be sent to that spreadsheet as soon as the form is submitted, but will be sent to a new spreadsheet not an existing: How-to-Integrate-Form-with-Google-Spreadsheet
In addition an email containing a pdf or copy of the form is created and then sent to the person filling out the form, the purchasing manager
This is possible, to send the email to the submitter you will need to add an auto-responder to your form: Creating-a-Form-Autoresponder
To send the email to your manager you will need to add an email notification: Setting-Up-Email-Notifications
To attach the PDF file with the submitted data you need to follow these steps:
Click on the email icon, you will find it on the top toolbar while in the Form Builder:
Now, in the email notification you want to attach the PDF file, click on the edit button:
To include the PDF it can be attached or the link to download it can be included, below are the steps:
and a copy is dropped in a folder on the google drive
To achieve this, follow this steps on this guide: How-to-Integrate-a-Form-with-Google-Drive
If you have more questions related to email notifications or sending your data and submitted files to Google Drive, please open a new thread for that, it helps us to assist you better to have one question per thread, it avoids confusion.
Hope this helps.