Creating a large form and copying form fields using a CSV

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:

order
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.

del
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.

name
The field's name, as it appears to the user, aka the field label.

sym_name
The field's symbolic name, as it is known to the system in the background, but not shown to the user.

optional_hint
For tooltips

type
The type of form field. These are the available options:

BBCODE_TEXT
CHECKBOX
DATE
DATE_PICKER
DATE_TIME_PICKER
DOCUMENT
FILE
FINANCIAL
GROUP
HTML
LABEL
LONG_STRING
LONG_TEXT
MEDIUM_STRING
MEDIUM_TEXT
MULTIPLE_CHECKBOXES
MULTIPLE_SELECT
MULTIPLE_USERLIST
NOTICE
RADIO
ROLE
Section
SELECT
SHORT_STRING
SHORT_TEXT
SIGNATURE_PAD
USERLIST

sub_type
If your field type is a Short String or a Medium String then this is where you specify the 'string type'. Your options are

Text
Integer
Floating point
Email

advanced_ui
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

values
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.

default_value
If you want your field to have a default value already input when the user views the form, enter it here Otherwise leave blank.

css_label
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
 

Created on 19 July 2018 by Jon Mulhern. Last modified on 2 August 2018

Was this helpful?  

2 Likes
Share