Linking form data to a spreadsheet

  • AtomicProvisions
    Asked on June 12, 2024 at 6:53 PM
    or- for example, if we use a drop down entry select on the form for our team to select their own name when creating their submission, is there a way they can see a cell from a linked spreadsheet, or they can view it within the form?
  • Mafe_M JotForm Support
    Replied on June 12, 2024 at 6:57 PM

    Hi AtomicProvisions,

    We have a Spreadsheet to form widget that you can use to import your data and be seen on the form. Let me show you how:

    • Create a spreadsheet that includes your data in the structure you see below. It's important that the column names in the spreadsheet and field names on the form are the same.

    1643012753 61ee6291bccef  Screenshot 40

    • In Form Builder, click on the Add Form Element menu on the left side of the page.
    • Under the Widgets tab, search for the Spreadsheet to Form widget and add it to your form.

    Linking form data to a spreadsheet Image 1 Screenshot 51

    • In the Widget Settings window that opens up, upload your data file and customize the other options. 
    • Then, click on Update Widget.

    Linking form data to a spreadsheet Image 2 Screenshot 62

    • In the final stage, add the fields to view values and name them the same as on the spreadsheet.

    Linking form data to a spreadsheet Image 3 Screenshot 73

    Give it a try and let us know if you need any help.

 
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