Como traigo informacion a mi formulario?

  • aleromeroconde
    Fecha de consulta 7 de septiembre de 2024, 21:20

    Tengo un formulario conectado con mi BD en airtable. Quiero traer el nombre del cliente cuando se llene el campo del telefono. Como lo puedo hacer?

  • Ericson_B Jotform Support
    Fecha de respuesta 8 de septiembre de 2024, 2:49

    Hi aleromeroconde,

    Thanks for reaching out to Jotform Support. Our Spanish Support agents are busy helping other Jotform users right now, so I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in Spanish, let us know and we can have them do that. But, it might take a while until they're available again.

    Now, coming back to your question, I reviewed your Airtable integration and saw that you’ve already mapped the Name field to the corresponding field in Airtable. This means that whenever the Name field is filled out, it will also be sent to Airtable. However, I noticed that the fields on your form are not set as required, so users can submit the form without filling in those two fields, leading to blank submissions. I recommend making these fields mandatory to avoid receiving blank submissions. Let me show you how:

    1. In Form Builder, select your element's Gear icon to open its properties.
    2. Go to Advanced tab.
    3. Toggle Required to “On” to make the field mandatory.

    Como traigo informacion a mi formulario? Image 1 Screenshot 20
    If that’s not exactly what you’re looking for, can you explain a bit more so I can help you better?

    Let us know if you have any other questions.

  • aleromeroconde
    Fecha de respuesta 8 de septiembre de 2024, 8:46

    Gracias por la pronta respuesta.

    Creo que no me hice entender. Lo que necesito es traer desde airtable el valor del registro "nombre_cliente" cuando el usuario termine de escribir el teléfono.

    Espero que esta vez haya sido claro.

    Gracias.

  • Ericson_B Jotform Support
    Fecha de respuesta 8 de septiembre de 2024, 8:59

    Hi aleromeroconde,

    If I understand correctly, you want to populate the name field in the form with data from Airtable after the user enters their phone number. Unfortunately, it's not currently possible to pull data from databases based on a field. You can pull data from Airtable, but it requires creating a prefill.

    However, you can achieve what you're aiming for using our Spreadsheet to Form Widget. You need to upload a spreadsheet to the widget and generate an access code. In your case, you could use phone numbers as access codes to populate the name associated with that number. Let me show you how to use it:

    1. Create a spreadsheet with your data structured like you see below. Make sure that the column names in the spreadsheet match the field names on the form, and include a unique column, like an ID, so the data can be distinguished.

    Como traigo informacion a mi formulario? Image 1 Screenshot 50

    2. In Form Builder, click on the Add Form Element menu on the left side of the page.

    3. Click on the Widgets tab, search for the Spreadsheet to Form widget and add it to your form.

    4. In the menu on the right side of the page, upload your data file. (You can simply drag & drop your excel file to the Upload File area.) 

    Como traigo informacion a mi formulario? Image 2 Screenshot 61

    5. Then, click on the Downward Arrow icon in the Access Code Column option and select the unique column.

    6. You can also customize texts used in the widget. After you complete everything, click on the Update Widget button at the bottom right of the menu.

    Como traigo informacion a mi formulario? Image 3 Screenshot 72 Now, when people fill out your form and enter the unique code from the spreadsheet, the corresponding fields will automatically populate when they click Auto Complete Fields. Check out my screencast below to see how it works:

    Como traigo informacion a mi formulario? Image 4 Screenshot 83 Give it a try and let us know if you need any help.

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