Can I pull up data from a spreadsheet

  • Craig Watkins
    Asked on June 21, 2024 at 4:17 PM

    This is actually pretty nice.

    Curious, is there anything in the works where a USER can upload a spreadsheet, input the Access code, have that data populate into the form - and then submit the form with the data?

    Trying to figure out how I can help my team from all the entry errors (mistyping numbers, entering numbers for one machine into a different machine, etc.). Would be nice if, at the end of their shift, they simply upload the spreadsheet - select the code from the worksheet, click the button - all done.

    Thanks,

    Craig

  • Kenneth JotForm Support
    Replied on June 21, 2024 at 4:42 PM

    Hi Craig,

    Thanks for reaching out to Jotform Support. Your desired form can be achieved using the Spreadsheet to Form widget. Let me show you how:

    1. In Form Builder page, select Build located at the top orange menu bar.
    2. Navigate to the left and select Add Form Elements.
    3. Under the Widgets tab, select and drag Spreadsheet to form widget.
    4. Now, select Widget Settings(Wand Icon). Can I pull up data from a spreadsheet Image 1 Screenshot 50
    5. Under the General tab, click on Upload File. Can I pull up data from a spreadsheet Image 2 Screenshot 61
    6. Now, proceed by setting up the Access code. This code is used to pull up your data. Can I pull up data from a spreadsheet Image 3 Screenshot 72

    Check out the screencast below to see my results: Can I pull up data from a spreadsheet Image 4 Screenshot 83 Give it a try and let us know if you have any other questions.

 
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