Add Fields Using Import Tool
Existing fields can be added to a form by importing them from a spreadsheet. This process involves building a Field Import File and uploading it into the system when complete.
Step 1 - Create the Field Import File
The Field Import File is a CSV file used to import existing fields into a form. It's recommended to use the template provided in the Import Form Field tool.
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Navigate to the Program Setup > Custom Forms area.
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Take one of the following actions to access the Import Form Field tool.
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For new forms, create a new form and then select the Create and import fields option to continue.
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For existing forms, edit the form and then select the Import Form Fields button in the Form Builder.
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In the Import Form Fields modal, click on the Download button to export the template CSV file.
To complete the CSV file, ensure you've populated all columns as needed. This includes:
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Form field key
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Page name
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Label
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Description
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Tooltip
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Required
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Disabled
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Hidden
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Default value
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Minimum
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Maximum
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Minimum word length
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Maximum word length
Note: Only existing fields can be included in this file. The Field Input File cannot be used to create new fields.
Tip: Formatting instructions for each column can be found in the FAQs below.
Step 2 - Upload the Field Import File
After creating the Field Import File, return to your form to load it into the system.
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In the Form Builder, select the Import Form Fields button to relaunch the tool.
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In the Import Form Fields modal, click on Select file and choose your CSV file.
Note: The file will be automatically validated for proper formatting and required fields upon upload.
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Correct any errors that appear. These can be downloaded by clicking on the Download errors button.
Note: If any changes were made, reupload the file and verify the information before importing.
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Click Import to add the fields to your form.
The fields defined in the Import File will be automatically added to their respective pages.
Tip: If you included a new page name in the file, the new page and fields will appear the next time you to save and close your form.
Frequently asked questions
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This file contains several columns that correspond with the properties of your existing form fields. See the table below for more information about how to properly format each column.
Column | Definition | Rules |
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Form field key | This is the key for the field. |
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Page name | This is the name of the page in the form the component will be added to. |
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Label | This is the text shown above the component in the form. |
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Description | This is the text shown below the label in the form. |
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Tooltip | This is the tooltip text shown next to the label in the form. |
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Required | This states whether the component will be required to answer before submission. |
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Disabled | This determines if the component will be disabled to the user. |
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Hidden | This determines if the component will be hidden from the user. |
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Default value | This is the value the component will have by default. |
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Minimum |
This value varies based on the field type.
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Maximum |
This value varies based on the field type.
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Minimum word length |
This is the minimum number of words to enforce in the field response. Note: This column is only applicable to Text and Text area fields. |
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Maximum word length |
This is the maximum number of words to enforce in the field response. Note: This column is only applicable to Text and Text area fields. |
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This value is found in the Key column in the Program Setup > Custom Forms > Form Fields tab. It's also shown when editing the field itself.
Note: The field must already exist. The Field Input File cannot be used to create new fields.
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You can find the page name within the Form Builder when editing the form.