Form Data Files

Overview

When you have a drop-down region on your form, the data can be populated in several ways. One of the most common ways is to use the Form Data File functionality native to the Field2Base application.

Form Data Files are the MS Excel™ or MS Access™ CSV files linked to your digital forms. The data in these files are used to populate the Datasource regions on your forms. For more information on creating SQL Datasource regions that can pull data from these files into your forms, see the SQL Datasource article. You can change the data in these files and the new data will be available in the Datasource regions on your forms.

The Form Data Files page in Admin Portal allows you to manage the data files for your company's digital forms. You can view, upload new, update or delete data files from this page.

 

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Article Sections

Viewing Your Form Data Files

Uploading a Form Data File

Deleting a Form Data File

 

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Viewing Your Form Data Files

To view the Form Data Files for your company, log in to your Admin Portal and go to Admin > Form Data Files. 

From the Form Data Files page, you can view all of the Form Data Files that have been uploaded to your company. You can click on any of the hyperlinked (blue) column headings to sort your data files.

File Name: The name of the Form Data File

Last Modified Date: The Date / Time the Form Data File was last uploaded to the Admin Portal

Version: Each time a Form Data File is uploaded, it increments the version number by 1. For example, if a Form Data File was published 21 times, the version number would be 21.

Submitted By: The last person (field2base user ID) to upload the Form Data File

Download: You can download a copy of the Form Data File to your PC so it can be opened in a local application (such as MS Excel™) in order to be viewed or updated.

Note	We recommend downloading any Form Data File that you need to update from this page to ensure that you are working with the current version.

Traffic: This shows every device in the field that has downloaded the most recent version of the Form Data File. This feature is useful for ensuring that all of your users are using the most current version.

 

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Uploading a Form Data File

If you have updated an existing Form Data File or you have created a new Form Data File, upload the current version to your company's Admin Portal so that your forms can pull the latest data.

1. Log in to your company Admin Portal and go to Admin > Form Data Files.

2. Click on the Upload File button.

3. Choose the CSV file that you want to use as a data source then click Upload.

 

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Deleting a Form Data File

Form Data Files can be deleted from the Admin Portal if they are no longer being used in a form. Deleting them from the Admin Portal means the data will no longer be accessible to any of your forms and any drop-downs in your Forms (Datasource Regions) using this data will no longer work.

1. Click on the checkbox next to the form(s) to be deleted.

2. Click on the Delete button.

3. A Dialog box will pop up asking you to confirm that you want to delete. Click Yes to finish deleting the file.