Jotform Tables: Advanced Features

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Күн бұрын

Check out Jotform Tables here: link.jotform.com/861cwcg30I
Whether you’re just looking for an easier way to sort form submissions or set up calculations, Jotform Tables lets you manage your data, your way. Join Gareth Pronovost in our video tutorial on the advanced features of Jotform Tables - and learn how to bring your data to life with formulas, lookups, rollups, counters, grouping, and more.
Check out more videos by Gareth Pronovost on his channel: / garethpronovost
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LINKS & RESOURCES
👉 7 advanced Jotform Tables features: link.jotform.com/B0ePzVlQ1O
👉 Gareth Pronovost: / garethpronovost
👉 Find more Jotform tutorials on our blog: link.jotform.com/H2qydOIldr
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CONNECT WITH US ON SOCIAL MEDIA
Twitter: / jotform
LinkedIn: / jotform
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Instagram: / jotform
Medium: stories.jotform.com/
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👋 ABOUT JOTFORM
Hi, we're Jotform, a full-featured online forms platform that makes it easy to create robust forms and collect important data. Check us out: link.jotform.com/mmPyFedAzM
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#jotformtutorial #jotformtables #formbuilder
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CHAPTERS:
00:00 Introduction
00:45 Formulas
03:55 Connecting tables
06:14 Lookups / Rollups
08:02 Counter function
10:06 Grouping
12:13 Subscribe to Jotform

Пікірлер: 23

@rentallogs 10 ай бұрын

Excellent!! Very well and simply articulated

@user-bg8wh2vf4s 7 ай бұрын

explained very well. thank you

@Jotform 7 ай бұрын

You're welcome!

@user-uf4hm2zb1l 9 ай бұрын

How can we load values from a table into a form as perhaps a list of check boxes, or multi-select options, etc...?

@charizflores2352 2 жыл бұрын

how do the lookup feature in the table apply to the form view? or how do you connect data from the table and fill-it in using the dropdown form element?

@Jotform 2 жыл бұрын

Hi Chariz, It is not currently possible to fill the dropdown field options with data from the table automatically. However, if you mean to prefill a dropdown field with data from the table, that's possible through Prefill. Guide: www.jotform.com/help/1805-what-is-jotform-prefill-and-how-does-it-work/. Please contact us in our Support System via our Support Contact Form here www.jotform.com/contact/ if you have more questions so we can help.

@SteveKowarsky 2 ай бұрын

The fact that multiple values makes things "messy" is a serious weakness. It should still be able to group by project accurately.

@easysessionnotes3647 2 жыл бұрын

Hi, maybe exists but after seeing many videos I guess the main feature everybody likes is still missing, I hope I'm wrong. For example, what I'm looking for is a full interaction between forms and tables, so I can fill a dropdown widget with a table value, apply a formula to a selection, and maybe concatenate the result with a field in another table, etc.. and show a result. Without that feature is not a database as mentioned in some posts. I hope if I'm wrong that the feature comes soon.

@Jotform 2 жыл бұрын

Hello easysessionnotes, The feature you're looking for isn't currently possible. The data from the Tables can't be used as dropdown options. The Tables can be used to prefill the fields instead. Guide: www.jotform.com/help/1805-what-is-jotform-prefill-and-how-does-it-work/. Anyway, we escalated this as a feature request to our Developer Team. You can check the request ticket on this link: www.jotform.com/answers/3971179. When or if it's developed depends on their workload, how viable it is, and how many other users request it but once this is implemented, we'll let you know. With regards to the other features you mentioned, please provide us more details by contacting us at www.jotform.com/contact/ so we can further assist you.

@smallypuppy22 2 жыл бұрын

Heyy, I also thought it was a full integration between forms, they made it seem like that's what it was in their promotiom videos of this feauture. Anyway, I have the same issue as you, were you able to solve this with the prefill options as recommended?

@easysessionnotes3647 2 жыл бұрын

@@smallypuppy22 No, the recommended option is too static, it will not work for me, I'm doing the database part manually, I hope we get someday that whole interaction. There is a lack of this feature on the market, at least I can't find software to do that, Airtable and Jotform are the closest to what I need, but Airtable is not user-friendly. I just need a User Interface to handle web the interaction with tables, add new records, read from records and show it as a dropdown, texts and do all the formulas in the excel available on excel of course in the background. The closest I'm using is a software spreadsheetconverter is a plug-in for Excel, so you can do all you want in excel and then compile it to HTML, it is expensive but amazing, but still lacks the functionality to add new records

@smallypuppy22 2 жыл бұрын

@@easysessionnotes3647 thanks for answering. I also have been working through this but have not been able to come up with a complete solution, sadly. I would be very grateful if you could share with me the name of that plug-in, sounds pretty good.

@abre360 3 жыл бұрын

In your opinion the tables feature in JotForm is a same level than AirTable?

@Jotform 3 жыл бұрын

We believe it is and here's our side-by-side comparison with Airtable www.jotform.com/jotform-tables-vs-airtable/. If you have any other questions, let us know at www.jotform.com/contact/ so we can help. Regards!

@abre360 3 жыл бұрын

Hello, its possible create a column call "Project status" and udpate automatically to starting, in progress, finished? How do you this?

@natashaalfred1950 Жыл бұрын

Hi am new to jotforms and am using it for my business. I've already created my form and stared making entries but I need some assistance please. In my submission table I have added some extra columns one for payment method and another for payment status. I want to write a formula in the payment status column when I choose any one of the payment methods the payment status column updates to Paid but if the method is blank the status will show Unpaid. I don't know if you can do a video on it or send me the info so I'll be able to set up my table. Thank you in advance for your assistance

@Jotform Жыл бұрын

Hello Natasha, It is possible to achieve that in the Tables using the formula column. Here's a video we created for your case: link.jotform.com/A8zkAZHkKM. The formula in string is =IF({5}="","Unpaid","Paid"), replace the field variable {5} with your payment method field variable. If you need further assistance, please contact us through our support contact form at www.jotform.com/contact/ and we would be happy to assist you.

@natashaalfred1950 Жыл бұрын

@@Jotform thank you so much for your support I tried the formula and it worked. Am still working on improving my skills in using formulas. Your video was very helpful and greatly appreciated. You guys should do more videos on using formulas giving different examples of each, am sure the community will appreciate it I know I definitely will. Thanks again for your support keep up the great job.

@smallypuppy22 2 жыл бұрын

I thought the conection was automatic, this is still pretty manual, it requires a lot of manual work. It would be better if the tables were automatically linked by some sort of id without having to go through the table assigning names or team members or whatever. What if I have a lot of records, I would have to add the connection field to each of those records 🙄

@Jotform 2 жыл бұрын

Hello smallypuppy22, Thanks for sharing your thoughts, we really appreciate it. If you're going to assign a person to a project as shown in this video, I think it is a matter of manual choice. However, once you're done, you can use Lookup function to automatically prefill other columns associated with the assigned data. If you need further assistance or if you have any suggestions that would help improve the Table functions, please share it with us via our Support Contact Form www.jotform.com/contact/ so we can assist you further.

@smallypuppy22 2 жыл бұрын

@@Jotform Thank you for answering. I do not have any suggestions, I am actually using the prefill option to pass some data from form 1 to form 2 and will use Google Sheets to connect everything. However it would be wonderful if this was all connected in jotform by some unique id that appears in both tables (from each form) without having anyone assign it manually. Also I have tried all day to find out if prefilling my form will only work if the user goes inmediately to the next form, and what happens if the user doesn't, which will mean that none of the data that I'm gonna use as keys are going to be passed on, which would make all my progress futile.

@Jotform 2 жыл бұрын

Hello smallypuppy22, we recommend using a Unique ID widget if you want to pass a unique value from form 1 to form 2 so you can easily compare the submissions on Tables later on. The Unique ID can be found on the Widgets tab in the form builder or you can get it here www.jotform.com/widgets/unique-id. With regards to your other question, you can add a condition on your second form that if a certain field, maybe a hidden field is field (which means already prefilled), then show all the fields in your form so if ever the user skips form 1 and goes to form 2 directly, they will not be able to see any fields unless they submits the form 1. Here's how to show/hide multiple fields at once www.jotform.com/help/196-hide-or-show-multiple-fields-at-once/. Please contact us in our Support System via our Support Contact Form here www.jotform.com/contact/ should you need further assistance so we can assist you further.

@SteveKowarsky 2 ай бұрын

Very misleading about the connection between Projects and Team. These should cross connect automatically. You present it as two separate and unrelated connections. If this is not possible, it is a major weakness of the system.