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Webform-event-prospect setup - help?

We love PODIO so much that we are moving our entire business to it!  One of the things that's giving us trouble, though, is how to set up our seminar registration in PODIO.

We want to have prospects sign up for seminars in PODIO.  We have two apps - prospects and seminars, with an app reference from prospects --> seminars.  

Using the prospects webform embedded on our website (great feature), people can sign up for our events.  Here's the problem - the webform gives them a list of every seminar in the app, including seminars that have already passed.  So, in 6 months, a prospect who tries to sign up for an event would get a list of about 20 possible events to sign up for, creating plenty of confusion and potentially preventing them from signing up at all.

So how could this be solved?

  1. Delete old workshops once they pass.  This is not ideal, since we would love to have the old seminars available for marketing research (to know which seminars came from which seminar).

  2. Improve the ability of webforms to change how they call data from an application (selectively reference only specific items in an app, for example), or have an event-specific capability not to be able to sign up for previous workshops.

  3. Integrate with more sophisticated webform program, such as Formstack or Wufoo.  These programs have conditional formatting in their webforms, so they can filter what gets referenced in their forms.  The problem, though, is that these programs have a hard time integrating with PODIO (we have used a company called itDuzzit to try to connect them, but it gets really messy).

 

Any other ideas for how to solve this dilemma?

Thanks!

Rob Humbracht Answered

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Hey guys,

Small update on this - one of our partners have created an option to create advanced webforms for Podio and thereby also solve the problem described in this thread.

Please note, the tool is a third-party extension and not officially supported by Podio: https://podio.com/extensions/32

Hopefully it can help some of you :)

//Sara - Podio

Sara Høeg Højlund-Rasmussen
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Hello Rob!

Good to hear from you. This is really a great input for our product development. We'll make sure to add this to our list. Also thanks for giving examples of possible solutions. It's great to hear what you need to improve your work with Podio.

Cheers,

Sara

Sara Høeg Højlund-Rasmussen 0 votes
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Hi Rob, we have been requiring specific functionality from webforms as well.  Sara, the functionliality that Rob is suggesting would be stellar!  Thanks for being so open to customer suggestions and feedback.  Rob, our makeshift workaround has been to use a service called Jotform for webforms, having form submissions sent to  our email (with an email automated rule set up) that forwards the submission to a files app in one of our workspaces.  I have had to use my email as a makeshift bridge, being as many outside 3rd party apps don't recognize the Podio-app-email urls as legit email addresses.  It's by no means ideal, but it works alright.

Summer Coley-Ward 0 votes
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Hi Summer,

Thanks for adding to the discussion. Your input is noted as well!

It's so cool that you guys can assist each other on this.

Have a great day!

Sara Høeg Højlund-Rasmussen 0 votes
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Hi Sara

I find the current web form feature form VERY USEFUL  to get input from non-podio-subscribed users; this is a great thing when I need to get sporadic input with a lot of people, avoiding all the mess of a subscription to a new platform  and the possible following support requests.

Is there a way  to display a read-only output web form to any user (using a link, like the input web form) with the ability to show just an item in an App?

Usage I see:

  • Communicate to passive users the STATUS of some item (for example, a student can check, once in a while,  his exam results register, among hundreds of results, without having to subscribe Podio).

The link should be generated by podio, with some parametric random key, to point to a single record in the app table.

If PODIO sales is shouting too loud this way  they are loosing potential  prospects... tell them you will put a LARGE "powered by podio" footer or banner :)

Otherwise think if you can release this feature  for subscribed users only: it will be a way to address- partially- the total absence of  app/item  user visibility control in PODIO, and will make clients like me very happy.

 

 

leonardo aloi 0 votes
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We are actually working to introduce a feature exactly like you describe. This will allow you to share an app item outside Podio or to another workspace.

I can't promise when this new feature will be available but you can see where it will show if you click to Share item - see screenshot below:

Sk_rmbillede_2012-09-12_kl._10.18.43.png

Sk_rmbillede_2012-08-15_kl._10.04.07.png

Sara Høeg Højlund-Rasmussen 0 votes
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Formstack integration would be awesome. Being able to link a Podio app with a Formstack form would be a lifesaver for us.

Russell Tanner 0 votes
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Right now I can't see how the Podio webform can replace my Questionpro forms. There is no format checking i.ex. of correct e-mail format, no conditional input fields (if this is checked then show that etc.)

Asle Benoni 0 votes
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+1 Same problem as well. I have an app with tasks, and I would like completed tasks to not appear in the webform for the related timesheets.

Anders Baden Nielsen 0 votes
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+10 Conditional fields. This would make it possible to simplify apps a lot for the user, and reduce the number of apps needed dramatically.

Anders Baden Nielsen 0 votes
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@ Summer Coley-Ward I assume that the Jotform webform forwarding you set up doesn't input the fields from the Jotform form into specific fields of the Podio app? It's simply all sent as a PDF file right?

Because I also use Jotform because of the limitations of the Podio form, but I can't map the Jotform fields into a Podio app.

Anders Baden Nielsen 0 votes
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Was looking into doing a similar thing and just stumbled upon this, if anyone has a solution for 'scheduling' events and not letting the user access 'booked' times...let us know! Go podio team!

Brady Meisenhelder 0 votes
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Hi Sara

Do you have any updates on using conditional web forms as suggested in an earlier comment.  We are looking to include registration for conference event.  Thanks

Paul

Paul Dezzutto 0 votes
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Hey Paul,

We don't have any news or plans to make this happen at the moment. We're looking into and discussion conditional fields in the apps but I am not sure that this will go for the webform as well. Also I don't have any timeframe to share.

//Sara - Podio

Sara Høeg Højlund-Rasmussen 0 votes
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I came looking for conditional logic as well (both in-app and via webforms -- e.g. conditionally required).

Someone mentioned JotForm above, and I searched their apps page and the only result for Podio ( http://apps.jotform.com/search/podio ) was ItDuzzit.com, which is like Zapier and IFTTT.

Although I haven't tested it, supposedly you could create an app, create a JotForm form (i.e. re-create the app's webform in JotForm), and setup ItDuzzit to push from JotForm to Podio.

Sure seems like a lot of extra effort (and paying ItDuzzit and/or JotForm depending on the volume of usage) for conditionally-required fields in a webform.

Hoping for this to be implemented at Podio sooner than later. Thank you.

Cliff Paulick 0 votes
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@Cliff: I'm also about to test various setups with a TypeForm/Zapier/Podio combo, because TypeForm does a lot of things really well, that I wouldn't begin to require of Podio to be doing.

Johny Woller Skovdal 0 votes
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Hello

I read this discussion in order to find an answer to the excact same problem, Rob first described two years ago.
Have anyone come up with a solution yet? I would be really greatfull to hear from you.

And also thank you Podio-team! Awesome work!

Br
Henrik

Henrik Bogh 0 votes
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