Manage your form data with Box

If you choose to connect your forms to Box, your mobile forms data can be managed entirely from your Box account.

Read more about setting up two-way integration with Box. 

Update Lists in Forms

The lists in your mobile forms can come from data sources.  Once a Box data source is set up, you can add or update any business data -- customers, employees, parts, prices, locations, and more -- right from Box.

  1. Find the list you want to update in Box.

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  2. Open the spreadsheet and input the new data. When done, save the file in the same location

    Note: Do not change the header (ie. Row 1).

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  3. Your mobile forms will update on the next scheduled fetch. Refresh the mobile app to download the new data.

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View Submitted Forms 

Once forms are submitted, they can sent to your Google account through data destinations. Access form submissions as you would any other document in Google Drive.  They can be created as PDF's or Google Sheets.

Read about customizing how forms are sorted in Box.

 

Update your connection when you change your Box password

When you change your Box password, update your connection to mobile forms in the web portal. If you do not, you will receive error messages when attempting to fetch or send data to Box.

  1. In the web portal, hover over Manage Forms and select Connections

    UPDATE_CONNECTION___QBO___1.png

  2. Select the Box connection.

    Box_Connection.png

  3. Under the Connection header, click Clear and then Connect. 

    UPDATE_CONNECTION___QBO___4.png

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  4. In the popup window, enter your Box login credentials, and select Authorize.

  5. Click Update to save.

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