How to automate this scenario? Is there a tutorial for it?

How can I do this following scenario.

  1. Extract responses from a JotForm form ( 30 questions with scale ratings of 1-10 + 2 text based answers) including the name & email of the user.

  2. Add each result to an existing excel sheet to predefined cells in columns so that existing charts get updated with the form numbers.

  3. Generate a pdf of the excel charts using tools like pdf .co

  4. Send it to the user who filled the JotForm form via email.




Welcome to the Make community!

Yes, that is possible. You’ll need a minimum of six modules:

Give it a go and let us know if you have any issues!

Module Export

You can copy and paste this module export into your scenario. This will paste the modules shown in my screenshots above.

  1. Copy the JSON code below by clicking the copy button when you mouseover the top-right of the code block
    Screenshot_2024-01-17_200117

  2. Enter your scenario editor. Press ESC to close any dialogs. Press CTRLV (paste keyboard shortcut for Windows) to paste directly in the canvas.

  3. Click on each imported module and save it for validation. You may be prompted to remap some variables and connections.

View Module Export Code

JSON

{
    "subflows": [
        {
            "flow": [
                {
                    "id": 14,
                    "module": "jotform:watchForSubmissions",
                    "version": 1,
                    "metadata": {
                        "designer": {
                            "x": 5,
                            "y": -396
                        }
                    }
                },
                {
                    "id": 16,
                    "module": "builtin:BasicFeeder",
                    "version": 1,
                    "metadata": {
                        "designer": {
                            "x": 200,
                            "y": -495
                        }
                    }
                },
                {
                    "id": 17,
                    "module": "util:TextAggregator",
                    "version": 1,
                    "parameters": {
                        "rowSeparator": "",
                        "feeder": 16
                    },
                    "mapper": {
                        "value": ""
                    },
                    "metadata": {
                        "designer": {
                            "x": 418,
                            "y": -494
                        },
                        "restore": {
                            "parameters": {
                                "rowSeparator": {
                                    "label": "Empty"
                                }
                            },
                            "extra": {
                                "feeder": {
                                    "label": "Iterator"
                                }
                            }
                        },
                        "parameters": [
                            {
                                "name": "rowSeparator",
                                "type": "select",
                                "label": "Row separator",
                                "validate": {
                                    "enum": [
                                        "\n",
                                        "\t",
                                        "other"
                                    ]
                                }
                            }
                        ],
                        "expect": [
                            {
                                "name": "value",
                                "type": "text",
                                "label": "Text"
                            }
                        ]
                    }
                },
                {
                    "id": 18,
                    "module": "google-sheets:addRow",
                    "version": 2,
                    "metadata": {
                        "designer": {
                            "x": 607,
                            "y": -391
                        }
                    }
                },
                {
                    "id": 19,
                    "module": "pdf-co:AnythingToPDF",
                    "version": 1,
                    "metadata": {
                        "designer": {
                            "x": 797,
                            "y": -492
                        }
                    }
                },
                {
                    "id": 20,
                    "module": "email:ActionSendEmail",
                    "version": 7,
                    "metadata": {
                        "designer": {
                            "x": 982,
                            "y": -384
                        }
                    }
                }
            ]
        }
    ],
    "metadata": {
        "version": 1
    }
}

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1 Like

Thanks for your reply!

I added the modules like you said. How can i add the form answers to excel sheet horizontally so it can fill the columns? Also whats the iterator & tools module for? what do i have to add to them?

The intention of the automation is that every time a user fills our form it automatically adds the answer numbers/ text to the correct cells horizontally, generates the graphs then sends it to them via email.

Here are the screenshots of what im trying to achieve.



You might not need the Iterator and Aggregator if your answers are already in an array.

To map values in arrays,

This will allow you to extract each answer into each column field.

1 Like

So i mapped the answers to each cell but i can see it generates all the old jotform form user submissions and then stops at the latest one inside the cell. Is there a way where i can generate just the latest form submission. Also its not adding the correct email and name to the excel sheet.