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                    1) When we schedule email to respondents there's an email receipt and edit option available however they can even participate in the workflow? Customer can comment and move the response by himself (can we avoid that)
2) When we export the details via neartails into spreadsheet with 3 tabs the only field to identify with unique id is customer name , email and phone number as item Id,sku and id change with products added.
3) Can we remove the image icon to simplify the form?
4) When customer submits an order is there a way by which day wise(section based) order invoice can be generated? and even this day field can be populated in google spreadsheet and neartail report we export? 
5) We calculate delivery fee based on zone I.e just one day flat fee. If customer orders for 2,3 or 5 days... how can we calculate fee based on no of days he orders? 
                    
                 
                
             
         
     
    
        
        
     
Comments (1)
Jul 1, 2024
Edit response When you setup email notifications, you can enable the edit response option. If this option is enabled, users will have the edit option in the email as well as the mobile app. They will also be able to participate in the workflow (add comments and change status). Export to Google Sheets Order Id will be included as a column in each of the three sheets: Order Summary, Line items and Order Details. You can use this column to lookup additional details in Line items or Order Details sheet. Product images You can choose from Compact, Comfortable or Default layout. If there are no product images, a default placeholder image will be displayed in the Compact and Comfortable layout. If you don't want to upload any product images, then you can choose the default layout. Login to Neartail > click on the form to open it > Edit page will be displayed > click on the form title to select it > click on the gear icon next to the form title > Form settings page will be displayed > click Appearance > select the default layout and click Save. In the default layout, it will display the products in the standard form layout. Textbox, dropdown & other form widgets will be used for products and fields in the form. If a product does not have any images, no placeholder image will be displayed. Products by day You can create a separate page for each day of the week and add the relevant products. When you view the orders in the Neartail Orders page, products will be grouped by page. Similarly, when you enable the add response as attachment option in the email notification, it will include the products grouped by page. When you export the Neartail Reports to Google Sheets, the line items sheet will include a category column that shows the name of the page (day of the week). You can apply a pivot table to view the product orders by day of the week. Delivery fee We can use the QUANTITY function to calculate the order quantity for product in a page and use it to determine the number of days with product orders. If the name of the page is Monday, then QUANTITYIN("Monday") will return the order quantity for the products in that page. MIN( 1, QUANTITYIN("Monday") ) will return 1 if at least one item has been ordered. Otherwise, it will return 0. Login to Neartail > click on the form to open it > Edit page will be displayed > In the Neartail Edit page, click on the + icon to add a short answer question > enter the title "Number of days" > click on the gear icon for this question > Question settings page will be displayed > click Answer > enter the below formula in the Calculate option and click Save. SUM( MIN( 1, QUANTITYIN("Monday") ), MIN( 1, QUANTITYIN("Tuesday") ), MIN( 1, QUANTITYIN("Wednesday") ), MIN( 1, QUANTITYIN("Thursday") ), MIN( 1, QUANTITYIN("Friday") ) ) where Monday, Tuesday, Wednesday, Thursday, Friday are the name of the pages with products. Delivery Fee In the Neartail Edit page, click on the Add price field icon > select Delivery Fee and click Next > select Custom formula and click Next > enter the below formula and click Create. Number of Days * 5 Note: You just have to multiply the number of days by the fixed delivery fee per day to calculate the total delivery fee Calculate amount to be paid In the Neartail Edit page, click on the Add price field icon > select Net amount and click Next > select Standard calculation using NETTOTAL() formula and click Next > click Create. Please try this and confirm.
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