Hi,
Sorry for the delayed reply…
First, is the Google Sheet created by Zapier accessible to the user?
Not directly. The WPForm entry is sent to Zapier when the submit button is pressed which then adds the entered details to the Google Sheet as an additional row.
Also, how did you connect this Google Sheet with our plugin? Was it done through admin tasks after being created by Zapier?
Yes, this Google Sheet was connected to the plugin by the Admin tasks
Regarding your request to create a new sheet based on user names, Zapier already created a sheet named after the user’s surname and firstname etc. Can you clarify the purpose of needing to create a new sheet based on their own name? Additionally, could you confirm who will be connecting the sheet to our plugin on your site, automated or admin’s task?
Sorry, I may have made that more complicated than it nedede to be.
Each user needs an individual Google Sheet that only THEY can add information to. These Google Sheets will contain details of the user’s ‘Work Record’ as ‘Contractors’ and they have the following column headers.
Recruitment Agency, Umbrella Company, School Name, Local Authority, Limited Company Y/N, Start Date, End Date, Advertised Pay Rate
They need to be able to revisit this Google Sheet at a later date by revisiting the ‘Work Record’ entry webpage and submitting additional contracts by the form on the page (see screenshot link).
https://c4j.co.uk/img/Screenshot1.jpg
I don’t care if this sheet is initially created by Zapier (which just copies a blank Google Sheet with column headers) or if it’s created by automation, as long as it is individual to each user. and can be reloaded to display the saved contents on below the form and can be added to when the user revisits the page.
If there are variables that the plugin recognises which I can use to allow me to access the spreadsheet by name, I’m happy to set it up using the Admin tasks. I currently have a ‘Hidden Field’ on the data entry form which has ‘UserLastName, UserFirstName – ClientReferenceNumber’ and that’s how Zapier gets the file name for the Google Sheet it ‘creates’.
I have also added First Name, Last Name and Client Reference Number (among others) as Custom fields to each users profile so that I can use the Meta Keys in WPForms
If connecting the users Google Sheet to the plugin can be automated with PHP, I’m more than happy to do that but I’m not a PHP developer so would need some assistance to point me in the right direction for this if you would be so kind please? 🙂 I can usually manage to modify PHP but I’m not confident enough to write it from scratch.
Another thought I had is to put EVERYONE’s Work Record on the same sheet and adding the ‘UserLastName, UserFirstName – ClientReferenceNumber’ Hidden Field as an extra column but then perhaps use filtering/queries to just display the records which belong to each user (if that’s possible with the plugin) …although I guess that may slow things down somewhat?