Duvida Planilha para formularios

  • welenson
    Perguntado em 14 de junho de 2024 às 08:41

    Bom dia,

    Por favor, seria possivel de alguma forma quando abrir um formulario e trazer informações das tabelas referentes aos formularios já preenchidos?

    Conseguiria isso com a opção de "Planilha para formulario", ou essa opção é somente para preencher uma planilha externa minha?

    Explicando um pouco melhor, seria algo como se em um campo dentro da minha planilha do jotform, eu teria um campo com o nome Julio, e quando abrir determinado formulario e ele escrever "Julio" abriria campos com os preenchimentos já feito em outro momento!


  • Royce Jotform Support
    Respondido em 14 de junho de 2024 às 10:50

    Hi Welenson,

    Thanks for reaching out to Jotform Support. Unfortunately, our Portuguese 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 Portuguese, let us know and we can have them do that. But, keep in mind that you'd have to wait until they're available again.

    As for your question, I’ll need a bit of time to look into this. I’ll get back to you as soon as I can.

  • Royce Jotform Support
    Respondido em 14 de junho de 2024 às 14:24

    Hi Welenson,

    Yes, you can use the Spreadsheet to Form widget to import data and use it for conditional logic to create an input field that will search for the names and return the information of the searched name to the form field. Check out the screencast below:

    Duvida Planilha para formularios Image 1 Screenshot 200

    As you can see, the information for Age and Gender appears after typing the Name from the Spreadsheet. You can clone my demo form, or you can do it on your end. Let me show you how to do it:

    1. In Tables, click on Download All on the upper right part of the screen.
    2. Click on Download as Excel.

    Duvida Planilha para formularios Image 2 Screenshot 211

    3. Go to Form Builder, click on Add Form Element on the upper left part of the screen.

    Duvida Planilha para formularios Image 3 Screenshot 222

    4. In Form Elements, scroll down.
    5. Drag and drop Short Text element on your form.

    Duvida Planilha para formularios Image 4 Screenshot 233

    6. Change the label of the Short Text field to "NameList".

    Duvida Planilha para formularios Image 5 Screenshot 244

    7. Click on the Widgets tab on the upper left part of the screen.
    8. Search for "Spreadsheet to Form".
    9. Drag and drop Spreadsheet to Form on your form.

    Duvida Planilha para formularios Image 6 Screenshot 255

    10. Click on the Wand icon of your Spreadsheet to Form widget, and click on Upload File.

    Duvida Planilha para formularios Image 7 Screenshot 266

    11. Search and click on the downloaded Excel file.
    12. Click on Open.

    Duvida Planilha para formularios Image 8 Screenshot 277

    13. In the Widget Settings, click on Access Code Column field.
    14. Click on "NameList".

    Duvida Planilha para formularios Image 9 Screenshot 288

    15. Click on Autofill By Condition field.
    16. Click on Yes.

    Duvida Planilha para formularios Image 10 Screenshot 299

    17. Click on Run in the Background field.
    18. Click on Yes.
    19. Click on Update Widget.

    Duvida Planilha para formularios Image 11 Screenshot 3010

    20. While holding Ctrl on your keyboard and click on NameList field.
    21. Click on Age field.
    22. Click on Gender field.
    23. Click on Submit field.
    24. Then, click on Hide on the orange navigation bar.

    Duvida Planilha para formularios Image 12 Screenshot 3111

    25. Click on Settings on the orange navigation bar.

    Duvida Planilha para formularios Image 13 Screenshot 3212

    26. Click on Conditions on the left part of the screen.

    Duvida Planilha para formularios Image 14 Screenshot 3313

    27. Click on Show/Hide Field.

    Duvida Planilha para formularios Image 15 Screenshot 3414

    28. Copy the condition settings below:

    Duvida Planilha para formularios Image 16 Screenshot 3515

    29. Click on Add Condition:

    Duvida Planilha para formularios Image 17 Screenshot 3616

    30. Click on Update/Calculate Field.

    Duvida Planilha para formularios Image 18 Screenshot 3717

    31. Copy the condition settings below:

    Duvida Planilha para formularios Image 19 Screenshot 3818

    That's it. Let us know if you have any other questions.

  • welenson
    Respondido em 16 de junho de 2024 às 11:01

    Fiquei com uma duvida, poderia me auxiliar por favor.

    https://www.jotform.com/build/241445548508057

    No formulario abaixo eu estou fazendo um teste onde trago os campos da planilha a partir de um numero de celular.

    Os campos Nome e Email vieram corretamente.

    Tenho o campo TESTE vazio, seria possivel preencher ele no formulario e quando eu enviar, o conteudo digitado atualizar na planilha do Excel?


  • Gian_D Jotform Support
    Respondido em 16 de junho de 2024 às 13:04

    Hi Welenson,

    I understand what you’d like to do, but I’ll need a bit of time to work out a solution. I’ll get back to you shortly.

  • Gian_D Jotform Support
    Respondido em 16 de junho de 2024 às 13:08

    Hi Welenson,

    I moved your other question to a new thread and helped you with that here.

    Let us know if there’s anything else we can help you with.

 
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