Common Form Connector Settings
In this article:
Most connectors also feature some common options.
Add a Data Template (Customise Output)
This option allows you to add a customized Word/Excel file for when data output is required to be in a specific layout.
For example, a layout based on existing paper-based forms that you may currently use.
Upload a data template to output a file from this Connector.
You can use a Microsoft Word (.DOCX) or Excel (.XLSX) file as the template for PDF output.
For Word or Excel outputs, provide a template of a matching file type.
Your template must be a plain text (.TXT) file for all other output types.
Add a Run Condition (Conditional Trigger)
This option allows you to control when a connector runs in the event that a Form entry has a given value.
For example, you may have an Audit Form, which has a risk rating question with options like “Low”, “Medium”, and “High”.
If the user answers the risk rating as “High”, you want an email sent to a supervisor for follow-up and action.
An example formula: {{riskRating}} = ‘High’
Add a formula that calculates whether or not this Connector should be run when a form entry is submitted.
Use the hammer icon to launch the Formula Builder and build a formula with a true/false result.
To learn more, see Creating a Formula in the documentation.
Clone Connector
Duplicate the connector and its settings, adding them to the list of connectors. This is useful when a similar connector with various settings requiring minor tweaks is needed.
Additional Options
View all/additional connector options.
Expand/Collapse Connector Settings
Expand or collapse the connector’s settings from displaying. Useful when configuring a pertinent connector amongst numerous.
Enable/Disable Connector
Temporarily disabled the connector for testing purposes. Useful when testing new or improved form functionality, and you’d prefer not to push data out simultaneously.