Workflow: How to access the 2nd form and link it to Google sheet?

  • Operations_Administrative
    Asked on November 11, 2024 at 11:16 AM

    Hi there,

    I have workflow where I was hoping to export the link to the second form to a google sheet instead of needing to access it through email. Is that possible?

    Thanks

  • Ronald JotForm Support
    Replied on November 11, 2024 at 12:12 PM

    Hi Operations_Administrative,

    Thanks for reaching out to Jotform Support. Can you send me the link to your form so I can take a look at it for you? Meanwhile, if your users are answering the 2nd form you can Redirect them After Submission. This way, once someone finishes the 2nd form, they'll be automatically directed to the Google Sheet link. Let me show you how to set that up: 

    1. In Form Builder, in the orange navigation bar at the top of the page, click on Settings.
    2. In the menu that opens on the left side of the page, click on Thank You Page.
    3. Now, select Redirect to External Link and paste the URL of the Google Sheet link.

    Workflow: How to access the 2nd form and link it to Google sheet? Image 1 Screenshot 30 Check out this screencast to see how it'll work:

    Workflow: How to access the 2nd form and link it to Google sheet? Image 2 Screenshot 41 Keep us updated and let us know if you need any more help. 

  • Operations_Administrative
    Replied on November 11, 2024 at 12:37 PM

    The second form would be completed by someone else so the redirect function unfortunately doesn't work in this scenario

    Here's the link

    https://www.jotform.com/build/243154785509060

    Here's the workflow

    https://www.jotform.com/workflow/243154969927270/build

    The client would complete the first form, then the second form in the workflow would be completed by me at a later date with some prepopulated information in it. Instead of having to track through my email I would like the link to the second form in the workflow to populate in a google sheet so I don't have to rely on searching my email.

    I know once someone submits an edit url for the form can generate in google sheets integration

    Workflow: How to access the 2nd form and link it to Google sheet? Image 1 Screenshot 20

    but what I would like is to be able to access the second form in the flow without going into my email.

    Please let me know if this is possible

  • Ronald JotForm Support
    Replied on November 11, 2024 at 1:16 PM

    Hi Operations_Administrative,

    Are you referring to adding the redirect link to the View Button on the Email to the Google Sheet integration?

    Workflow: How to access the 2nd form and link it to Google sheet? Image 1 Screenshot 50

    Unfortunately, this is not possible. A workaround you can do to monitor the submission without browsing you're email inbox is to use the Inbox of the first Form. It is very easy to use. Let me show you how:

    1. In MyForms Page, select the first form and click Inbox.

    Workflow: How to access the 2nd form and link it to Google sheet? Image 2 Screenshot 61

    2. In Inbox, select the submission, click the Three Vertical dot, and select View Assigned Form.

    Workflow: How to access the 2nd form and link it to Google sheet? Image 3 Screenshot 72

    Doing this will open the second form with the pre-populated data and allow you to complete it. See the screenshot below:

    Workflow: How to access the 2nd form and link it to Google sheet? Image 4 Screenshot 83

    Keep us updated and let us know if you need any more help. 

  • Operations_Administrative
    Replied on November 11, 2024 at 1:24 PM

    Thank you for your help, but unfortunately this isn't what I was looking for. I'll try to figure out something else.

Your Answer