Excel in formican form builder

One of the prominent features of formican form builder is its Excel input and output capabilities. One of the ways that can be used to communicate between softwares is to receive Excel output from the source software and enter it in the destination software. If you have already used another software to record information, you can enter the previous information into the formican form builder easily and without wasting time with the ability to enter from Excel.

You can also use the Excel output function to create a backup copy of the information of the registered forms.

In today's world, Excel software is well suited to various needs, Excel, which is used according to any business, with high power in data analysis, makes it possible that any form that is prepared with The use of formula writing becomes a professional tool for data analysis and reporting. You can also use this tool to prepare information dashboards and management dashboards, prepare various graphs and charts.

How to enter information through Excel

The procedure is to first click on the information input option on the information search page of the form.

We want to enter a sample Excel file designed as below into the form builder.

After opening the data entry window, you can select the desired Excel file.

After opening the desired Excel file, the first step is to select the page or sheet of the Excel file. (1) On the right side of the columns of the Excel file, it is necessary to specify in which form field each of the input information should be placed.
For example, according to the Excel file, the first column is "Name" and should be placed in the "Name" field of the form, or the second column is "Status" in the Excel file, which should be placed in the "Marital Status" field of the form, and so on. The order of all columns of people's information should be specified in which field it should be placed (2)
On this page, the field guide option is placed, which describes the correct way to enter the information of all fields.

And at the end, by clicking on the "Information Input" option, enter your Excel file into the form builder and all your information will be transferred easily.

Note: Note that the extension of the Excel file should be "xlsx" to enter information into the online form builder.

How to output information through Excel

You can use the "Data Output" option to output your formats. If, apart from the fields in the form, you want to print the rest of the fields, you can add the desired option from among the fields in the settings section at the top of the table.

Another feature in this context is "Excel output link". With this possibility, you can automatically email or text the Excel output link manually or by performing a process in the forms.

One of the uses of this feature is that you can send a report of the latest recorded information in Excel based on different filters to the person in charge of the form. To send an automatic email of an Excel report, just enter the settings of the desired form and enter the recipient, email title and text of your email. Open the form parameters drop-down list and select the "Excel output" option.

After selecting this "Excel output" option, the following window will be displayed, which has two options to set. In the "Filter" section, it is possible to specify on what basis the information in Excel should be filtered, these filters must first be created on the form information search page so that they can be selected in this window, as well as an option to display all the form information in the Excel file. given. In the "Column" section, you can specify which fields should be saved in the Excel output.

After confirming the desired settings, a link titled "Excel output" will be added to the email text editor. In this situation, if a form is registered, an e-mail with a desired and predetermined text along with a link to download the Excel file will be sent to the person in charge of the form.