Is there a way to send the form with that ID embedded for each submission?

  • ainhoabecerro
    Fecha de consulta 1 de diciembre de 2024, 10:13
    If each patient has an ID number already defined (external to jotform), is there a way to send the form with that ID embedded for each one?
  • Shirized Jotform Support
    Fecha de respuesta 1 de diciembre de 2024, 10:41

    Hi Ainhoa,

    We have a Spreadsheet to Form Widget that you can use to import your data. If you already have an existing ID for each user, you can use the Excel Sheet for the ID, and with the help of this widget, it pulls existing records and displays them on your form. 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.

    Is there a way to send the form with that ID embedded for each submission? 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.) 

    Is there a way to send the form with that ID embedded for each submission? 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.

    Is there a way to send the form with that ID embedded for each submission? 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:

    Is there a way to send the form with that ID embedded for each submission? Image 4 Screenshot 83

    If that’s not exactly what you’re looking for, can you explain a bit more so I can help you better?

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