Drop Down Boxes for ConfiForms - Populate using excel

Joseph Veal-Briscoe December 4, 2024

Hi,

I am creating a form for users to submit an application. I have a large number of accounts that i want to list in a drop-down box and have the user select their option. 

Currently the only way i figured out how to do this is manually, but is there a way to have the drop-down option link to an excel column with all of the data, and the user can open the drop down and select the option from an excel column, click and save the selection?

If not, is there another way I can set this up? I have over 600+ accounts i have to add. 

1 answer

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Alex Medved _ConfiForms_
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December 4, 2024

Hi @Joseph Veal-Briscoe and welcome to this community

There are multiple ways of doing something like this

  1. Creating a form and importing and excel via https://wiki.vertuna.com/display/CONFIFORMS/Import+API into that form and then having a "smart field" (dropdown/multiselect/etc) in your original form that is configured to use the data from the form where the excel file data has been imported
  2. Use the excel directly through the web-service dropdown/multiselect/etc field - https://wiki.vertuna.com/display/CONFIFORMS/Using+Excel+files+as+sources+for+ConfiForms+fields Uploading it as an attachment and then configuring the field as explained in the link above

Alex

Joseph Veal-Briscoe December 6, 2024

Hi Alex,

Option #1 worked. However, i have a ton of blanks after my values. 
Do you know how to get rid of the blanks?


In the API section, i selected the option, "Skip value if field is empty"

Joseph Veal-Briscoe December 6, 2024

Also in the SMART mutli select dropdown, I get the <values> (example)</values> before and after the text.

Alex Medved _ConfiForms_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
December 6, 2024

Not sure I understand your comments... empty values? Probably this is what you have imported.... smart multi slect dropdowns? Have you imported UUIDs for these fields (CSV list of IDs of records they are linked to)?

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