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sashalewtonAsked on September 12, 2024 at 2:12 PM
hello,
i have a form i am working on. a part of our team will be working with this form multiple times daily. answers to some of the questions will be numbers and i want to know if its possible to get those #s into cells on a spreadsheet widget on that same form.
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Jefferson JotForm SupportReplied on September 12, 2024 at 2:32 PM
Hi sashalewton,
Thanks for reaching out to Jotform Support. I’ll need a bit of time to look into this. I’ll get back to you as soon as I can.
In the meantime, let us know if there’s anything else we can help you with.
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sashalewtonReplied on September 12, 2024 at 3:33 PM
thank you
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Jefferson JotForm SupportReplied on September 12, 2024 at 11:57 PM
Hi sashalewton,
To understand more about the workflow you want to achieve, could you elaborate more on how your team will interact with the form? Are you looking to have the numbers automatically updated in a spreadsheet within the form, or would a separate document or tracking system work for your needs? Will these numbers need to be calculated or aggregated in some way? How will you be using this data after it's captured?
After we hear back from you, we’ll have a better idea of what’s going on and how to help.
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sashalewtonReplied on September 13, 2024 at 11:37 AM
my quality control team will be filling out this form multiple times daily and it is essential that we get detailed information.
the idea is to have them manually fill out some fields (numbers) and others will be drop down options.
after these fields have been filled, i would like for them to populate into the spreadsheet widget
the total inspected will be calculated by doing a formula (i.e. b1 x c1, b2 x c2, etc.)
so... not all would need to be populated. i believe its only 3 rows. the rest of the rows could be with formulas. i tried to add the default values using field IDs but that didn't work.
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Jefferson JotForm SupportReplied on September 13, 2024 at 12:16 PM
Hi Sasha,
Unfortunately, it is not possible to prepopulate the Spreadsheet widget using the data from the fields from other forms. As a workaround, you can create a copy of your Jotform table showing only the selected fields. Let me show you how:
- On your My Forms page, select your form by ticking the checkbox beside it.
- After selection, click the Submissions button at the upper part of your page.
To create a new table with selected column:
1. Click the New tab on the right side of your tab name.
2. In the pop-up dialog that appears, do the following:
a. Select the Table and hit Next.
b. Select the Connect to Form and hit Next.
c. Select the same form and hit Next.
d. Drag the fields/columns you want to be only shown in the new table.
3. Once done, click the Create button, and you will see that a new table has been created with the selected fields.
Now, to add a calculation column:
- Click the Add button at the right side of the last column.
- Go to the Formula tab, select the Advanced Formula, and hit Next.
- Enter your Column name and hit Next.
- Enter your formula and click the Create button. You will then see the new column appear in the table.
Now, To add a summary calculation at the bottom of your column:
- Hover your mouse at the bottom-part of the specific column and click the Add Summary.
- Select the type of calculation that is shown in the dropdown. You will then see the calculation at the bottom of the selected column.
You can also check out this guide on Using Advanced Formula in Jotform Tables.
Give it a try and let us know how it goes.