iFormBuilder Data

What's covered:

• What is CSV data?
• How do I upload CSV data to a Subform?

Also, be sure to check out:

• How do I upload CSV data to my form? 

What is CSV data?

A CSV is a comma-separated values file which allows data to be saved in a table structured format. CSVs look like a garden-variety spreadsheet but with a .csv extension. Traditionally they take the form of a text file containing information separated by commas, hence the name. 

How do I upload CSV data to a Subform?

PLEASE NOTE: It is recommended that you create Subform records via API and not through CSV as it is a less cumbersome, more efficient and accurate method.

This feature allows users to populate tables in iFormBuilder by uploading data using a CSV formatted file. To upload CSV to a Subform, please follow the instructions below.

The below instructions make the assumption that you already have experience building a form with a subform. If that is not the case, please start HERE.

STEP 1. Create a form with a single Text element and a Subform element.

STEP 2. On your device, submit a record with both Parent and Subform data.

STEP 3. From the admin portal, click the Data tab.

STEP 4. Highlight your Parent form and click the XLS Data Feed. This is going to give you the row headers you'll need in order to add your CSV data.

STEP 5. Open the XLS document that was downloaded. You'll see two tabs at the bottom; one for the Parent form and the other for the Subform.

Be sure to note the latest Parent Record ID.

STEP 6. Delete everything but the row headers. 

STEP 7. In the ID column, put the next record ID of the Parent form. In this example, it will be 195 since the latest ID was 192 and the server increments in 3's. 

STEP 8. Enter data under the driver_name header and under the routes header enter the number of Subform records you'll be adding. In this example, we'll be adding two.

STEP 9. Save the sheet as a CSV file.

STEP 10. On the Subform tab of your file, enter data under the stop_number header and address header.

STEP 11. Under the PARENT_RECORD_ID header, put the Record ID you added on the Parent form. In this example, it is 195.

STEP 12. Under the PARENT_PAGE_ID header, put the ID of the Page ID of your Parent form.

STEP 13. Under the PARENT_ELEMENT_ID header, put the ID of the Subform element.

This can be found in the form builder under the element properties of the Subform element.

STEP 14. Save your sheet as a CSV file.

You're now ready to upload your CSV data.

STEP 15. From the iFormBuilder admin portal, click the Page ID of the Parent form you'll be uploading CSV data to.

STEP 16. Click on Upload CSV Data.

STEP 17. Choose your Parent CSV file and select Go.

If uploaded correctly, you'll see the data populated.

STEP 18. After navigating back to the Data tab, click the Page ID of the Subform you'll be uploading CSV data to.

STEP 19. Click Upload CSV Data.

STEP 20. Choose your Subform CSV file and select Go.

STEP 21. Navigate back to your Parent form record, and click SubForm(2) link.

You'll see the Subform data you uploaded.