Spreadsheet to Form: Ability to use online based spreadsheet so it'llupdates automatically

  • Wolamann
    Domanda del 16 dicembre 2023 alle ore 11:15

    la situazione è la seguente:

    voglio mostrare dei dati durante la compilazione della form che non sono nella form, ma sono in hubspot, piuttosto che make, piuttosto che in un cloud.

    struttura dei dati che voglio passare:

    i dati che devo mostrare è una lista di prodotti che il cliente ha scelto precedentemente e che ho creato attraverso make.com

    passaggi della form:

    il cliente mette un codice in un modulo di jotform che ha ricevuto precedentemente. quello è il suo codice e corrisponde a dove sono i suoi dati, attraverso quello posso riconoscere che è lui.

    da qui ho bisogno di trovare un modo di fargli vedere questi dati, che sia con un widget che chiama un pdf in un repository utilizzando una url http//www.esempio.com/{codice_cliente_inserito_da_lui}, piuttosto che con altre cose come un codice custom. i dati li posso trasformare come voglio attraverso make.


    come posso fare?

  • Gaud Jotform Support
    Risposta del 16 dicembre 2023 alle ore 14:17

    Hi wolamann,

    Thanks for reaching out to Jotform Support. Unfortunately, our Italian support agents are busy helping other Jotform users at the moment. 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 Italian, let us know, and we can have them do that. But keep in mind that you'll have to wait until they're available again.

    Now, let me help you with your question. I'm unable to explain what features are available on make.com, but we have a Spreadsheet to form widget that you can use to import your data, but it won't populate the Product List field. 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.

    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.

    Spreadsheet to Form: Ability to use online based spreadsheet so itllupdates automatically 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.

    Spreadsheet to Form: Ability to use online based spreadsheet so itllupdates automatically Image 2 Screenshot 62

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

    Spreadsheet to Form: Ability to use online based spreadsheet so itllupdates automatically Image 3 Screenshot 73 You will need to download the data into a spreadsheet from the cloud, and then you can use the spreadsheet to form widgets. You can also check out this link, which shows how you can use Zapier to create an integration between HubSpot and Jotform.

    Let us know how it goes.

  • Wolamann
    Risposta del 24 dicembre 2023 alle ore 20:24

    i need that the file that i uplead is from the server, so that it can be dynamic and it is always update at the last changes. it can be possibile somehow?

  • Jeric Jotform Support
    Risposta del 24 dicembre 2023 alle ore 23:49

    Hi Wolamann,

    Thanks for reaching back to us. I am afraid we don't support that feature. I will send a feature request to our developer team. When or if this will be developed depends on several factors such as how feasible it is, the number of requests we receive and the workloads of our developers. When it's implemented, we'll update you here.