Entering the customer number, the remaining fields with customer data should be filled in automatically.

  • Andreas Beuke
    Asked on 3. Februar 2023 um 06:49
    Es geht darum, dass Vertriebler deren Kunden aus einer Liste auswählen können. Wenn der Kunde ausgewählt ist soll automatisch in einem weiteren Feld "Kundennummer" die passende Kundennummer angezeigt werden. Oder auch andersherum, bei Eingabe der Kundennummer sollen die restlichen Felder mit Kundendaten automatisch ausgefüllt werden.
  • metinyermez
    Replied on 3. Februar 2023 um 07:25

    Hi Andreas,

    As I understand from your question, when your salesperson enters the customer number, you want to fetch and fill in the customer data in the form. You can use the Spread Spreadsheet widget to get customers' data from an Excel file. Let me show you how:

    • In Form Builder, Click the Add Form Element + menu button in the Form Builder.
    • Go to the Widgets tab.
    • Search and select the Spreadsheet to Form widget.

    1669626805 63847bb504bea 63847bb504bac Screenshot 10

    • Rename the widget's name, and click on the Wand icon to open Widget Settings.
    • Upload the spreadsheet file (Make column names and field names the same).
    • Scroll down and switch Autofill By Condition to Yes.
    • Click on the Update Widget button.

    1669627157 63847d1564cd3 63847d1564c96 Screenshot 21

    Check the screencast to see my result:

    1669627586 63847ec251041 63847ec250fff Screenshot 32

    The column names on your sheet should match the field labels on your form. We also have a guide about How to Use the Spreadsheet to Form Widget that you can check out.

    Let us know if you need any more help.