Use data from another table to populate Dropdown options

  • heavenlycleanersnz
    Asked on August 29, 2024 at 4:28 AM

    I would like to have a dropdown question in my form that looks up on a specific column of a JotForm table.

    For example, I have a Customers table with their name and ID.

    In my form, I want my dropdown question to look up on the records of my Customers table and make Customer Names my options in the dropdown list. As I create new customers, they would be automatically added to my dropdown options.

    How do I achieve that?

  • Mary JotForm Support
    Replied on August 29, 2024 at 5:01 AM

    Hi heavenlycleanersnz,

    Thanks for reaching out to Jotform Support. I'm afraid what you are trying to do is not possible. There is no option to query a table and populate dropdown options. We do have the Spreadsheet to form widget that you can use to populate form fields; however, it cannot populate dropdown options. Let me show you how it works and see if this will work for you:

    • 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.

    Use data from another table to populate Dropdown options 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.

    Use data from another table to populate Dropdown options Image 2 Screenshot 62

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

    Use data from another table to populate Dropdown options Image 3 Screenshot 73

    Give it a try and let us know if this works for you.

  • heavenlycleanersnz
    Replied on August 29, 2024 at 5:17 AM

    Hi there,

    Sorry but Spreadsheet to Form does not achieve that at all, I've tried already.

    To be honest, it is extremely disappointing that this great form automation tool doesn't have such very basic feature!

    I was very excited about JotForm and was going to use it for all my businesses and recommend it to other clients for automation, but without this feature it's just impossible. This is something I use on EVERY SINGLE business case (seriously) and simply cannot give it up. All the other form automation tools I've tried do offer that.

    It would be awfully clunky to have a choice field on the form that cannot be a lookup to a table that has its records updated very often. I would have to update the choice values every time on every form that use the same information and keep them all in sync! What a nightmare!

    Please consider implementing this fundamental improvement ASAP, otherwise I'm afraid I won't be able to buy and use this tool. All the other features are great but without this one it's just simply a no-no. I've just seen quite a few other support tickets of people asking and wanting for the same thing.

    Thank you.

    Leonardo


  • Sonnyfer JotForm Support
    Replied on August 29, 2024 at 5:45 AM

    Hi Leonardo,

    I agree that it would be very helpful you can look up a specific column of a table to populate a dropdown options. In fact, I see some users are also requesting it. I've gone ahead and escalated your request to our developers. Exactly when or if it's developed depends on their workload, how viable it is, and how many other users also request it. If there are any updates, we’ll circle back to this thread and let you know.

    Thanks for your patience and understanding, we appreciate it.

    Use data from another table to populate Dropdown options Image 1 Screenshot 20

  • heavenlycleanersnz
    Replied on September 3, 2024 at 4:56 AM

    Hi Sonnyfer,

    Any update on whether this feature will be implemented?

    I'm assessing form tools at the moment, and I need to know this to decide whether or not our businesses will be able to use the Jotform solution.

    Lookup on forms is a critical, fundamental, and very simple feature that we need for every single business case we will build forms for. We just simple cannot live without it, there is no way around it.

    Please let me know asap so we are able to move forward.

    Thanks. Leonardo

  • Ivy JotForm Support
    Replied on September 3, 2024 at 6:17 AM

    Hi Leonardo,

    Our Developers are working on this as fast as they can. As soon as we have an update, we'll let you know.

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