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Email Notification: Possibility to attach CSV or Excel report of submitted dataAsked by cassrodgers on June 02, 2016 at 01:06 PM
I am currently working on creating an order form for our company website. Currently it emails a PDF to our printer and manager with the information upon hitting the "Submit" button. Is there a way that we could have a csv or excel document sent instead? I know i can log in and create one, but it would be nice if it would just send to the people we needed as soon as the forms were submitted instead of having to check and export the sheet once a day. Any help would be wonderful! Thank you!
Unfortunately that is not possible to achieve. Only PDF files to be sent as attachments of your Notification emails. Spreadsheets are usually intended for data with multiple rows, which is why I believe our developers haven't yet worked on providing spreadsheets of individual submissions.
I will raise you request to our developers. However we can not give you exact time when and if this will be implemented.
For now you will need to create create excel report manually and sent it to your users.
I'm waiting for this option also: at this moment I use an other form builder that makes online form from Excel directly, and it sends me notification email including CSV of every new submission.
Then I have a macro enabled Excel "database", it imports and process the CSV fully automatically.
Now I would like to migrate to JotForm and the main trouble in this plan the "notification email" of JotForm.
Now I can get a simple notification email, then I have to download the CSV format file as a separated step, and then I can import it to Excel by macro-processes. It is too much time and work...
So, if this simple feature will be available, I will come to JotForm because the style, widgets, plugins etc. much more excellent than in actually used converter.
I have moved your request to separate thread and we will provide you an answer there shortly.