How do I aggregate single user data (and can I do so under a single user license)?

Hi,

Trying to do the following. Supervisor A, Supervisor B, Supervisor C, . . . Supervisor X are line supervisors at our factory. I want to send each of them an individual form so that I can associate, for example, Supervisor A's data with him, Supervisor B's data with her and so on. In other words, collecting individual data but pooling that data for analysis purposes.

Can I do this under a single user license? If so, how do I link the individual data to a single pool of data while retaining the data characteristics (e.g., Supervisor A's data including X, Y, and Z entries as a single form response)?

If a call would help, please reach out to schedule.

Thanks in advance,

Jeffery

Hi Jeffery,

Thanks for reaching out to Jotform Support. If you're interested in Jotform Enterprise, our dedicated Enterprise Sales Team can help you and answer questions that you have. You can contact them here. Just fill out the Jotform Enterprise Sales Contact Request and someone from our Enterprise Sales Team will get back to you shortly.

We appreciate your patience and understanding.

Thanks - but this does not really answer my question. Can I do the desired action at all regardless whether under an enterprise or user license?

Hi Jeffery,

Yes, you can use a single user account for this. You can send separate forms for Supervisor A, X, Y, and Z, then combine their submissions. We can merge forms using the Combine Submissions tool, then import their data into the same tab in Jotform Tables for easy viewing. First, let me show you how to use the Combine Submissions tool: 

1. Go to Combine Submissions page, click the on the Start Combining button.
2. In the window that pops-up, click on the Allow button.
3. In the list that comes up, select your form, and next to it, choose the fields that you want to merge. To select all fields, click on the Select All box.
4. Then, click on the Generate CSV File button and use the link below it to download the CSV file.

Now, let's import the merged CSV file to the Jotform Tables:

1. On your My Tables page, click on Create Table on the upper-right side of the page.
2. Select Import Data, and click on Upload File and select your file or simply drag and drop your file.
3. Toggle On the Set The First Row As Column Headers option, and click on the Short Text option to change your column types.
4. After setting the column types, click on the Import Data button.

Check out the screencast below to see how it'll look like:

Keep in mind that this merged table won't update automatically, so it only includes past submissions. You'll need to repeat the steps again to refresh it with new data.

Reach out again if you need any other help.

Thanks Mary - this is exactly what I need.