Add rolling count of years served from one form to another

  • SandyRFK
    Asked on June 30, 2024 at 6:39 PM

    Every year we have a new form for volunteers at our camp. I would like to keep a rolling count of years from form to form. What is the best way to do this?

    For example, I have is this is first year serving or are you a returning volunteer questions; if they are a returning volunteer I would like to have a field saying our records show you have volunteered for X number of years and ask if this is correct.



  • Mafe_M JotForm Support
    Replied on June 30, 2024 at 6:55 PM

    Hii SandyRFK,

    Thank you for reaching out to Jotform Support.  We have a Spreadsheet to form widget that you can use to import your data, Let me show you how to use it:

    • 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. 
    • The data in the spreadsheet will the records of the employee in the previous form, including the years of service. They can enter a unique code, and then it will show how many years they are in service along with the other data.

    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.

    Add rolling count of years served from one form to another 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.

    Add rolling count of years served from one form to another Image 2 Screenshot 62

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

    Add rolling count of years served from one form to another Image 3 Screenshot 73

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

 
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