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Database lookup

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Hi all,

This may be more than what formidable can do but here goes. I want to create an ordering system where a customer will input their ID number into a field and this will then bring up an option to select which ink cartridges they want and how many of each. This will send an email showing us what the customer has ordered and we can respond accordingly.  Also when a customer inputs their ID, it will return a set of options depending on the customers printer model ( this will be in with customer database ). So a run through of i want to achieve is;

Customer arrives at web page and inputs their ID

The fields that appear will show

BK   Cyan  Magenta  Yellow

0        0           0             0

The customer can select how many of each cartridge they want.

After submit, email comes to us.

Now the cartridge bit needs some logic. If an ID entered has a brother printer in the database, it will give the option of Black, Cyan, Magenta, Yellow. If an ID entered has a canon printer in the database, it will give option of Black, Photo Black, Cyan, Magenta, Yellow. Also i would like to link a cartridge picture to each data field.

This is a biggie and hopefully it can be done, but i appreciate any direction anyone can shed on this. I dont expect anyone to do it, just a few pointers on how i would approach this and i will battle the rest.  I have attached a couple of mockups of how i want to try and get it to look like.

 

Thank you all in advance.

Attachments:

Are all customer ID's saved on a database somewhere and is it possible to make the ID's reference what printer they have?

 

I did something like this previously but the ID's i made them start with some kind of identifier. for example all brother printers can be ID# BTRXXXX and all cannon ID's can be ID# CNNXXXX, if that works for you then just use conditional logic so if ID 'contains' BTR  for example you will display the section for brother printers and so on.

 

If you ID's cannot be named like that then not sure what route you would take without custom coding....

Hi Joseph,

 

Thanks for looking at this. The database ( once imported ) will have the customer name, postcode,  email and printer type along with an id number. I'm hoping that the lookup function once the ID is entered,  will look for the corresponding customer and will be able to apply a conditional logic on the printer model value which could be set to a value of 1 or 0 perhaps ?

 

 

 

 

Hi,

I have entered some entries in a form and each entry starts inf001,inf002 etc.

Each entry ( inf001) contains a name, postcode, email and printer model so it looks like this;

infoo1 - jones - BB1 1BB - [email protected] - canon

I am struggling to get it to lookup a field within the entry once an ID is entered or is this something formidable can not do ?

I am hoping i can apply a logic like

If a customer who's ID is inf001 is entered into a field called 'ID number', i want to be able to get the form to be able to check against the stored entry 'inf001' to see what the value for the printer field is within the stored entry and then be able to display the appropriate fields available for that printer type.

Quite difficult to explain i admit but hope someone can see sense in my ramblings.

 

thanks

steve

Hey Darren, I hope this helps, i am nowhere near an expert at formidable forms but i love trying to help. I created a test form on my site to test this and works for me. For my explanation im using two terms, the customer form (the form where the info for the customer is created, email, address, etc) and the order form (where the customer goes to order product).

 

1: On the order form i put a lookup field (single line text) and it searches values from customer form and uses the field Email.

2: Create a single line text (Read Only) and on the bottom of the field settings click the lookup value checkbox. Your going to want to get values from the customer form and field Email. On the watch fields you want to add the lookup field you created in step one. (Please note, if the option for that field does not appear you need to save/update the form first, then you can select it in the watch fields. Then save the form and put it on any page of your site.

 

What this does is when the customer fills out Field 1 with thier email address like [email protected], the information you make it search will auto populate field 2. So you can create as many fields in step 2 to display as much info as you like. i did one for address, one for name, and one for printer manufacturer.

Let me know if this helps or if you need some kind of screenshots let me know and i can gladly supply them.

 

All info on lookup fields can also be found at https://formidableforms.com/knowledgebase/lookup/#kb-populate-fields-with-values-from-a-selected-entry

Just to add to the above reply, my example makes the customer input their email address to "load" their info and then will allow them to order what they need. but you can have them input anything such as id number or address or name, whatever field you decide in step 1.

Hi joseph,

 

This sounds awesome, i can see where i was going wrong. I was trying to do it all within one form. I will set some time aside over the weekend and play with this set up and hopefully report back with the good news. We are currently trialling a method to make it as easy as possible for our existing customers to place an order. Its for free cartridges as part of their scheme so it was something simple for them to order what inks they need and for the right printer on their mobile. If it proves popular then an app version will be in the offings but i will need to get this working first. Thank you ever so much for your time for looking at this.

 

Best regards

steve

Formidable forms is an amazing product and all the things you can do with it are mind blowing. If you wanted to take this a step forward, you can also have the customers check order status etc all from formidable forms. You can create views for the orders they place and so much more. hope it all goes well.

Discussion closed.