PLEASE NOTE: These forums are no longer utilized and are provided as an archive for informational purposes only. All support issues will be handled via email using our support ticket system. For more detailed information on this change, please see this blog post.

Send CSV attachment to email on submit.

  1. I'm putting together a quote request form. It struck me that it could be useful to create process for the client to insert that information in some other system. Be it a local database or a bid spreadsheet.

    There are lots of options if you want to do some heavier integration. You could even cut and paste from your email and clean up the data in your spreadsheet.

    You could also just export the whole results table.

    All of those things are fine, but for a really clean and simple workflow. If there was an option to autocreate a csv of the currently submitted entry and include that in the email. That would make it very easy to open the data in excel and paste it into a premade sheet to get your calculations.

    It would be nice to have other attachment options as well, such as the vcf for import of a contact into outlook.

    Posted 13 years ago on Thursday December 9, 2010 | Permalink
  2. +1 For this!

    Posted 13 years ago on Sunday January 2, 2011 | Permalink