Review Form Details in an Excel Spreadsheet

 

 

Note: This feature is currently in development for V2 forms only, and will be released soon. 

 

About

The Excel Form Report is a tool that allows you to download any form into an Excel file, where you can review:

  • General form information;
  • all pages and questions, including question and data type and anything that affects the question, including conditional logic, exceptions, and validation;
  • all repeatable sections and their associated questions/summary tables; 
  • all exception categories; and
  • all conditional logic.

The familiar format means you can easily spot errors or show it to someone unfamiliar with ProntoForms, or even print out the Excel file at need.

2018-07-30-ExcelFormReport01.png

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Generating the Report

To generate the Excel Form Report:

  1. Navigate to the form you wish to view.
  2. From the dropdown next to the Form Name, select Download Excel Form Report.
    2018-07-30-ExcelFormReport02.png
  3. Download the generated file and open it in Excel.

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Viewing Your Form's Information

All the information on your form is contained in the Excel spreadsheet in a series of tabs. The number of tabs varies depending on your form, but some are constants:

Form Information 

This tab contains administrative information, including but not limited to:

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Pages and Questions

This tab contains a version of the Pages and Questions tab in Excel format. It lists the following about questions:

  • Index
  • Item: Page, Section, or Question
  • Unique ID
  • Name/Text: What text your users see/what the name of the page or section is.
  • Type: Whether a section is a Regular Section or Repeatable, what kind of Question is used.
  • Data Type: What kind of data the question uses.
  • Required, Read Only, Hidden on Device, Hidden in Documents: What options you have selected for this page/section/question.
  • Options: What Data Source is used for the question, or what options have been defined for Radiobutton, Dropdown, Button Group, or Multiselect questions.
    • Button Group formatting: Options (Value shown to user, Value sent to Server) are shown in the spreadsheet along with the hex code of the colour chosen for each answer. The format will be: <Display Value>::<Data Value>::<Button Color>. So, for example, questions could be configured:
      No::0::#C0392BYes::1::#27AE60
  • Default Value
  • Min/Max or Min/Max Decimal: This is applicable to Integer, Decimal, and Currency data types. This will show up in the format: Min|Max.
  • Precision: In the case of Duration Field, Time-Based Math (Duration), Time-Based Math (Date/Time), and other date/time based questions, this is where the units will be shown (Hours, Minutes, Seconds)
  • Validation: If your validation uses a custom Regex string, it will be shown here.
  • Exceptions: Exceptions will appear on the associated question's row, with information containing the Exception Name(s), the trigger conditions, and the message(s) included in the following format:
    <Exception Name>::<trigger range>::<Exception Message>.
    Example: Critical::5|9::This equipment is unsafe to use. Please discontinue use and inform the site supervisor.

  • Comments
  • Help Properties

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Repeatable Sections Tabs

Each repeatable section will have its own tab containing the questions within the section.

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Exceptions 

This is a list of your Form-Level Exception Categories.

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Conditional Logic

This tab shows the following information for each conditional rule:

 

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