Updating AT records with data from JotForm via Make

How To
,
1

Hi all,

I have spent 2+ weeks trying to design an automation that will take data from a JotForm application and feed it into an AT table. I have built the following scenario: Get Submissions (for past submissions — I’ll build another scenario that starts with a Watch module) —>Search Records—>Router—>Update OR Create. The Upsert module did not work for me.

While it seems from the execution history that data is being pulled from JotForm and correlating records are found in AT, those records are not being updated.

I have tried inserting iterators, played around with the upsert module, ran it through Claude and ChatGPT, and still can’t figure out why my AT table is not updating with the information from JotForm.

In the Search record module, my formula is:
AND(
OR(
{Child’s First Name} = " {{6.answers.Child's Name.first}}",
{Child’s Birthday} = “{{6.answers.Child's Date of Birth}}”
),
OR(
{INQUIRY Email Address} = “{{6.answers.Parent/Guardian 1 Email Address}}”,
{INQUIRY Email Address} = “{{6.answers.Parent/Guardian 2 Email Address}}”
)
)

When I enter it in AT, it works fine. I have even changed my Primary Field in AT to be Record ID for better matching. The Update module runs 330 operations which seems excessive to me, as I am just trying to update 12 fields. I have paired that down to a few to see if that is the issue, but it’s not. Here is execution info from one of the operations in the Update module, if that’s helpful.

Input

Bundle 1Collection
    Record ID
    rec0gNTAXEyelCWHh
    Base
    appoBUN3IuLgwxVhM
    Table
    tbliDxW74JsHzHty9
    RecordCollection
        Stage
        Application Received- waiting for fee
    Smart links
    false
    Use Column ID
    false

Output

Bundle 1Collection
    Application Submission Date
    2024-11-24
    Stage
    Application Received- waiting for fee
    Inquiry/Tour Notes
    Son is gifted but lacks emotional skills.  Looking for a program 
    INQUIRY Phone
    (914) 619-3308
    INQUIRY Parent/Guardian Name
    Leana Martinez
    Child's ID#
    TEST
    Inquiry Year
    2024-2025
    Record ID
    rec0gNTAXEyelCWHh
    Child Primary Field FormulaCollection
        error
        #ERROR!
    Inquiry Date
    2024-05-09
    Inquiry Time copy
    May
    MAKE formula
    0
    ID
    rec0gNTAXEyelCWHh
    Created Time
    May 9, 2024 9:57 AM

Any and all advice would be MOST appreciated.

Thanks!

3

Hello @Early_Childhood_Cent, welcome to the make community, I have faced a similar issue before you can use 2 jotforms module to get the data you are looking for the watch submissions and the get user submissions and run each modules before mapping it to the next

4

Hi @Pathfinder_Automate Thanks for the response. It doesn’t seem that the issue is with JotForm. I am getting the output data (below) but the issue is the AT table is not updated with that information. I suspect the issue lies in how Make is finding a correlating record in AT to update in the first place.

JF
JF886×863 32.3 KB

5

Might be so but that’s how I fixed the error on my end