Creating or updating an Infocapture form with a CSV file
When creating a large form with many fields, it can be quicker to add the form's fields via a CSV, instead of individually creating fields in the normal fashion. It's also very useful for updating a form when a lot of changes are required.
If you're looking to copy many similar fields, first add in the set of fields you wish to copy.
Now click the button on the far right of the buttons bar:
You'll now see your form's fields in a table view. Choose to Export to CSV. Open the CSV in Excel (or equivalent).
These are the columns you'll be able to fill in, and their purposes:
The numerical order in which your fields will appear on the form. It makes sense to simply have 1, 2, 3, 4 etc going down the form.
This column is useful if, at a later stage, you wish to move around a large number of fields.
This will delete fields. Make sure there is a 0 in this column for each row, only change to a 1 if you're trying to mass delete many fields.
The field's name, as it appears to the user, aka the field label.
The field's symbolic name, as it is known to the system in the background, but not shown to the user.
The type of form field. These are the available options:
If your field type is a Short String or a Medium String then this is where you specify the 'string type'. Your options are
This will always be no unless you're using a select field or multiple select and you'd like the advanced UI, whereby you can type dropdown list value you'd like rather than finding it on a list, in which case use yes
If you have a Multiple Checkbox, radio, select, or multiple select field, then enter the values here. Put each new value on a separate line.
If you want your field to have a default value already input when the user views the form, enter it here Otherwise leave blank.
Leave this blank unless you know of a CSS label you would like to add
label_size and input_size
Set as 1 for each unless you need your field to be larger.
show_please_select, required, disabled, reload_on_changing, separate_cells, label_above_field and group_with_next
These are all checkboxes that do as their names describe, put no for unticked and yes for ticked