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Retrieve results based on dropdown answer for approval

  • September 27, 2024
  • 5 replies
  • 49 views

Hi there! 

New to this and it seems like this would be possible but I’d like to confirm before I spend hours attempting to built it if it’s not. I support a high school scholarship program, and we need to reach out to donors to confirm the details of their scholarship and collect a “pledge” signature that they will be providing the funding for their award(s) next year.

What I’d like the form to do is provide a dropdown question asking Scholarship Name and then based on their selection produce the information we have about that scholarship for them to approve such as eligibility criteria and amount. We keep the scholarship information in a spreadsheet, so ideally the form could just pull the full row of information about that scholarship. What I’ve seen so far to do this looks overly manual.

Once the scholarship information is available for the form filler to review, I’d like to have a follow up question for them to either approve or request edits to the information. If they approve it, I’d like to collect an e-signature.

Is this possible without having to create a line of logic for each scholarship we host? There are over 200.  

Thank you!

Dana

5 replies

Liz
Community Team
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  • Tech Community Advocate
  • 15035 replies
  • September 30, 2024

Hi @Danacrary Oh my! That’s definitely quite the form. You would most likely need to create a logic for each scholarship, but @john.desborough might have some handy workarounds or solutions for you!


  • Author
  • Explorer
  • 1 reply
  • October 3, 2024

Thanks for the response Liz! Seems like this type of form may be a bit of a beast at this time so I’ll look for other solutions. 


Liz
Community Team
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  • Tech Community Advocate
  • 15035 replies
  • October 3, 2024

It definitely would be, but hopefully you can use typeform for other solutions, @Danacrary !

Or actually...have you had a chance to look at Formless? You could upload that spreadsheet into the form there, and it can pull data from it using AI!


john.desborough
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  • Certified Partner & Champion
  • 5328 replies
  • October 3, 2024

@Liz @Danacrary - sorry for missing this one.. 

the best option i can come up with to reduce the amount of logic (and page creation) would be to use the APIs to create something like @mathio did in an earlier  post regarding looking up details on a phone model. 

if you used the drop down to select the scholarship and ‘submitted’ that, the API would do a call out to a data set (excel/database?? ) find the details on the scholarship and then pass that info back into a second typeform that showed the details. The user could be asked if everything is correct or needs to be edited. 

 

you could then either have a third form or a set of questions in the same form that would present the details for each item in the description using @recall and then provide the updated information in an entry box below. 

you would need some sort of validation mechanism and an update the data workflow in your external data set. 

just my thoughts

des


mathio-tf
Typeform
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  • Typeform
  • 888 replies
  • October 3, 2024

create something like @mathio did in an earlier  post regarding looking up details on a phone model

 

You can find the example here:

https://mathio.github.io/typeform-embed/html/retrieve-from-google-sheet.html

Source code is here (the embed) and here (the redirect implementation).


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