If my customer enters their username in my “type your username” question, can I make an automation so that their address fills in my “type your address” question using logic? eg. if (answer) 1 is bob1 fill out 1 main street in (answer) 2
If so, can I put in 1000 addresses this way? If so, will this slow down my typeform?
I’m assuming my solution does not work but I’m hoping my crappy suggestion for a solution explains my goal.
Do you have a good solution for my goal?
I know that I can automate their address in the data that ends up in google sheets but I’d like to show them their address in Typeform to give them the chance to edit their address if they are at a different location this time (it’s for my delivery service)
Thanks
Best answer by john.desborough
@Nbtsmmnbtsmm - typeform does not have the capacity for you to upload your database of address into some holding spot for you to use in your forms.
you CAN pass the name/value pairs of data from your crm as ‘hidden fields’ as part of the url string to the the typeform. you need to create hidden fields/variables inside your typeform to accept the data passed by the url
once that data is passed, you can display the values in the ‘description’ portion of the question using the @recall function, something like in the image beloW - where the address was passed into the form
If you to explore using webhooks and APIs, i believe that you can query your dataset and create the typeform on the fly with data being shown for some question types but not all .. @mathio has made a number of posts in the community that deal with how to make these sorts of calls. and the documentation is available in the help centre if you need it.
Hi @Nbtsmmnbtsmm This is a good question. My guess would be that that many logic jumps would possibly slow down the form and/or builder, but @mathio or @picsoung do either of you know who could confirm this?
Hi, I don’t understand exactly. Does Typeform offer me an ability to make a database of saved addresses? If you mean just my own database of addresses, how to integrate with typeform?
Okay I see can import CRM data. Still, if this populates an address field, this would be a hidden address field, correct ? (one where the customer can’t edit address if they are not at their default address for a particular day/ form submission)
@Nbtsmmnbtsmm - typeform does not have the capacity for you to upload your database of address into some holding spot for you to use in your forms.
you CAN pass the name/value pairs of data from your crm as ‘hidden fields’ as part of the url string to the the typeform. you need to create hidden fields/variables inside your typeform to accept the data passed by the url
once that data is passed, you can display the values in the ‘description’ portion of the question using the @recall function, something like in the image beloW - where the address was passed into the form
If you to explore using webhooks and APIs, i believe that you can query your dataset and create the typeform on the fly with data being shown for some question types but not all .. @mathio has made a number of posts in the community that deal with how to make these sorts of calls. and the documentation is available in the help centre if you need it.
I’ll wait for @mathio to reply on that. That’s very interesting. So, essentially, using API/ webhooks, can automate answer data afterall ?
As for the address being pre-loaded into the description…. can I get the data from the description to populate google sheets? (I have software that integrates with google sheets so this is where my form data goes). And so, if the customer agrees that (yes) address is correct, I still need that data to end up in google sheets. Perhaps only data from answers can end up in google sheets?
@Nbtsmmnbtsmm - when you pass in the variables into the hidden fields, they are captured as part of the form submission data.
if you connect the typeform to google sheets using the native Connect typeform feature, you will get all the data from the form submission (ie the hidden variables and the responses to the questions) .. then you have ‘both’ sets of info … i would do some work on a separate tab in the google sheet to ‘consolidate’ the address data using an if() statement along the lines of “if the address in the question-field is blank then use the hidden variable otherwise use the questionfield’ to get the updated answer…
I get that the data from the hidden fields will populate google sheets. However, above, you showed an address in the “description” section of a jotform question (with blank address parameters below is in the “answer” section. In my experience, it’s just the “answer” data that populates google sheets (not the content of the “description” part)
@Nbtsmmnbtsmm - i passed the hidden variables from the url into the form’s hidden fields that i had placed onto the question’s description field
it all depends on how you create your description.. i have created this style of update form for about 50 clients who want to validate/update their users’ details..
ah got it. it’s in the hidden fields as well as the description. clever
As for “passing” it from CRM, this is just manually writing in the username and its associated address when setting up the URL thing, correct?
As for the “recall” being put in the description, how would this look for a customer who does not log-in? Who is “placing order as a guest”. Would it be blank or say “recall” Recall recall?
in the CRM email you want to send, you would use the appropriate field markers/indicators to replace tthe xxxxxx strings .. something like {{subscriber.address1}} … and that should dynamically populate the url
hardcode in the v_guest=no from the CRM
here’s the structure:
make two questions: first one same as above the second for ‘guests’
note the logic rule re the v_guest variable.
for the guest login to work, have the url simply to the form id without the hidden variables
@Nbtsmmnbtsmm I was asking if you want to use our Create API to build the form dynamically. Then you could build logic into your form with some logic jumps like:
if username is “mathio” then jump to a question with address for user “mathio”
However I dont think that is the best approach as it might get a bit too complex 😅