Wufoo Integration & Custom Fields

July 13th, 2010 by Richard Felix

We’ve been hard at work here at Sense Labs lately. Recently, we’ve been working with our friends over at Wufoo to integrate our two platforms. Wufoo makes great forms that many people use every day to gather information from people all around the world, and Dispatch helps our users to process/act on that information efficiently.  It’s a match made in heaven.  Now, you have the choice of using one of our forms or hooking up a Wufoo form, whether it’s pre-existing, or a totally new form.

It’s super-easy to get things set up, too! First, you go to the stack that you want to connect to your Wufoo form. Under Request Collection Methods, pick Wufoo Integration.

Then, if it’s your first time linking a Wufoo form, you’ll need to log in using your Wufoo subdomain, email and password.

Once you’ve done that, you’ll be presented with a list of the forms in the Wufoo account that you just linked to. Pick the one that you’d like to use with this stack.

Then, you just need to map the fields on your Wufoo form to the fields that we use in Dispatch.  We also support up to 5 custom fields, so if your form has more information that you want to include (Order Number, User ID, etc), you can select those at the bottom of this screen. Then, click Save Field Configuration, and  you’re done!

There’s absolutely nothing that you need to set up in your Wufoo account.  We do all the work of connecting your form to Wufoo automatically.  Now, your Wufoo form is Dispatched.  You can immediately fill out your form, and the results will go straight into Dispatch.

Custom Fields

Speaking of custom fields… if you’re familiar with HTML, now you can pass custom fields with our built-in forms too. Just pass as many custom fields/values you’d like to pass as parameters to the “src” value in your embedded form code:  For instance, on Are My Sites Up, we pass a User ID with each submission to the form, so we know which user to look up. Our default code from Dispatch looks like this:

<iframe height="600" border:none" src="http://getdispatch.com/requests/newembedded/144/mykey?shade=light">

We pass a User ID to Dispatch like this:

<iframe height="600" border:none" src="http://getdispatch.com/requests/newembedded/144/mykey?shade=light&user_id=<%= current_user.id %>">

The User ID is placed at the top of the request in Dispatch like this:

Pretty simple!

We’re looking forward to your feedback as you use our new Wufoo integration, so don’t hesitate to email us if you have anything at all to ask or tell us! If you don’t have a Dispatch account, you can apply for the beta here.

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2 comments

  1. Big fan of your product. Have been playing with the Wufoo integration lately. One thing I noticed is that once you map Dispatch fields to a Wufoo form, there doesn’t appear to be a way to go back and edit those mappings without starting from scratch – unlink/relink a form.

    Am I missing something?

    Thanks

  2. Richard Felix August 26, 2010

    Thanks, Scott! We don’t have the ability to edit the Wufoo mappings yet, but I’ll add it to the list and we’ll look into it.

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