Import Form Fields from a CSV File

If a field has already been added to a form, you are no longer able to bulk import form field names from a CSV file. You are now required to enter each field name individually.

How To: Add a Field to a Form

WIKI LINK HOW TO: ADD A FIELD TO A FORM{{@373}}

To import form field names from a CSV file, go to the Home Page of the Forms Module. go to the Home Page of the Forms Module and click the three-dot icon to the right of the form that you wish to import fields into. This opens the Form’s context menu. Select “Manage Entries” from the context menu opening the Entries for (FORM NAME) Page.

Select the “Import Entries” button beneath the page header.

This opens the Upload CSV Modal.

When creating your CSV file, the first row of your CSV file will be used to name form fields. Each individual cell in the first row will be a field used for data entry. You cannot specify the field type at this time. You can input entries in additional row.

After creating your fields CSV file, save it as a CSV UTF-8 for importing.

Click the “Choose File” button and open the relevant file from your personal device.

Confirm that the correct CSV file now shows in the Upload CSV Modal and select “Upload”.

Configure each form his as desired. Field types shown on the dropdown menu include form fields: Text, Text Box, Checkbox, Dropdown, Radios, Data, and Date/Time.

Select “Import Now” and a summary of the import will show on the CSV Upload Page.

All imported fields will now show in the Fields Table on the Fields Tab. If entries were included on the CSV upload, they will now be visible on the Manage Entries Page.