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How can reformat my Zoho forms data in MS Excel to be non-linear?

  • 25 July 2022
  • 2 replies
  • 16 views

I have data being submitted by a form. When a new form is submitted, Zapier takes the data and creates a new row in an Excel spreadsheet. This is working as expected. However, I need assistance with the way the data is laid out.

For example, my form collections the follow:

  • First Name
  • Last Name
  • Number of Requests? (1-8)
  • Request 1 - Date
  • Request 1 - Equipment
  • Request 2 - Date
  • Request 2 - Equipment
  • Request 3 - Date
  • Request 3 - Equipment

And this can continue on up to eight “date” and ‘equipment” sections based on the selection from “Number of Requests.”

When this form is submitted, it is linear, as is shown as:

FN LN Request R1 Date R1 Equ R2 Date R2 Equ R3 Date R3 Equ
John Doe 3 7-25-22 40291 7-27-22 49291 7-27-22 49521

 

However, what I’d like to get to is Zapier taking the data and doing something like this:

 

FN LN Date Equ
John Doe 7-25-22 40291
John Doe 7-27-22 49291
John Doe 7-27-22 49521

 

Is there a way to accomplish this? I have yet to find a way.

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Best answer by Troy Tessalone 25 July 2022, 21:34

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2 replies

Userlevel 7
Badge +14

Hi @scsh4 

Good question.

The simple approach is to have a Zap that uses Filters to check if each of the 8 requests exists before processing.

For example...

Trigger: Form Submitted

Action: Filter (does Request 1 exists)

Action: GSheet - Add Row

Action: Filter (does Request 2 exists)

Action: GSheet - Add Row

...and so on.

 

The advanced approach is to use a Code step to determine how many of the 8 exists, then use the Looping app to create the rows.

Userlevel 7
Badge +9

Hiya @scsh4! I wanted to check-in and see if you were still needing help with this? Keep us posted. 🙂