Import Template Details into Form Table

Importing a spreadsheet template into a form table involves three steps — Firstly, export the form table columns into a Spreadsheet. Secondly, update the spreadsheet data. Lastly, import the spreadsheet into the same form table as a template.

It's crucial to ensure that the column headers exported into the spreadsheet remain unchanged and match exactly with the column names in the form. Any alteration to the column headers during importing will result in an error.

Here's how to:

1. Export the Form Table columns into a Spreadsheet:

Just click the Export button within a Form, choose Excel as the format, and save the file into your preferred location.

2. Open the File and Update:

Ensure to keep the column headers as is in the file and update the details.

3. Import the File template into the Same Form table as a Template:

Step 1: Click the Import button on the form. The window opens to locate your file.

Step 2: Select the spreadsheet from the appropriate location. The details of the file loads into the relevant section in the form.