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  • Jake Thomas 2 posts 72 karma points
    Jul 05, 2023 @ 11:19
    Jake Thomas
    0

    Automate form entry data download to create reports

    Hi all,

    we currently have some forms on our umbraco site and I'm wondering if it's possible to connect to an API to automatically download the entries reponses from the forms so I can then point PBI at it to create a report?

    Is anyone able to assist?

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  • Johannes Lantz 156 posts 839 karma points c-trib
    Jul 05, 2023 @ 15:55
    Johannes Lantz
    0

    Hi Jake!

    If you're using the latest version of Umbraco forms. You cloud implement your own work flow.

    https://docs.umbraco.com/umbraco-forms/developer/extending/adding-a-workflowtype

    Or perhaps use the "Send form to URL" workflow. And send it to a UmbracoApi controller. Where you would handle the logic for downloading the entry.

    https://docs.umbraco.com/umbraco-forms/editor/attaching-workflows/workflow-types#send-form-to-url

    Hopes this could get you on the right track!

    //Johannes

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  • Jake Thomas 2 posts 72 karma points
    Jul 06, 2023 @ 10:15
    Jake Thomas
    0

    Hi Johannes,

    Thank you very much for the reply and suggestive help!

    I'll look at the following links you've provided but if you have any additional resources I would really appreciate it.

    I've never coded or set up an API before so it's all rather new for me!

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