Import your reference documents

What are reference tables?

To save time and simplify form filling, you can add reference tables, which are tables that allow you to fill in multiple fields automatically, rather than manually and one by one.

Practically, how can reference tables be useful to me?

For example, you can add the list:

• of projects with their number, address, reference

• of people working on the site with their first name, last name, contact details, authorizations…

How to set up reference tables?

Reference tables are only available within the Enterprise offer. You can contact a member of our team to adjust your offer.

Our teams can handle the setup of your reference tables.

Import reference tables to your organization

Only organization administrators can import reference tables.

1. Create your reference table using your usual spreadsheet (Excel or Google Sheet, for example)

   We recommend starting from a blank spreadsheet rather than converting an existing XLS file to CSV.

2. Download the file in CSV format

3. From your organization's settings, go to Templates then Reference Tables

4. Add your reference table

   The reference name will be displayed in the list of reference tables and when adding to a given form template. It can, for example, have the same name as your CSV file.

You can add multiple reference tables and link your reference tables to multiple sections of form templates.

If needed, you can update and delete your repositories.

To successfully update your repository, the file structure must be similar to that of the original file.

Link repositories to form sections

1. From your organization's settings, go to Templates then Form Library

2. Enter the form template in which you want to link your repository

3. At the section level, in Response Settings, select the repository you want to link and the fields you want to add.

   The fields correspond to the column names of your table.

   

   It is not possible to link a repository to existing fields.

4. The selected fields are added to the section of your form. These are short answer type fields

5. Publish your form template

   

   If you want to remove the link between the repository and the form section, you must delete the fields that were created.
   

   We advise you not to modify the response settings.

How does form entry work afterwards?

When a repository is linked to a section of a form, you just need to use the ⚡️ Quick Fill button, start typing the line of your table you want to fill, and select what suits you.

The fields associated with the repositories are then filled automatically!

Quick fill is only possible when connected to the internet.