Import your references

Reference tables, what are they?

To save time and make it easier to fill out forms, you can add reference tables. These are tables that let you fill in several fields automatically, instead of doing it manually one by one.

So, what can reference tables actually do for me?

For example, you can add a list of:

• projects with their number, address, contact

• people working on the site with their first name, last name, contact details, certifications...

How do you set up reference tables?

Reference tables are only available in the Enterprise plan.

Contact us to upgrade your plan.

Our teams can handle setting up your reference tables for you.

Import repositories to your organization

Only organization admins can import repositories.

1. Create your repository using your usual spreadsheet (like Excel or Google Sheets, for example)

   We recommend starting from a blank spreadsheet instead of converting an existing XLS file to CSV.

2. Download the file in CSV format

3. From your organization settings, go to Models then Repositories

4. Add your repository

   The reference name will be shown in the repositories list and when adding to a specific form model. It can, for example, have the same name as your CSV file.

You can add multiple repositories, and link your repositories to several sections of form models.

If needed, you can update and delete your repositories.

To successfully update your repository, the file structure needs to be similar to the original file.

Link repositories to form sections

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

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

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

   The fields match your table’s column names.

   

   You can’t link a repository to existing fields.

4. The fields you selected are added to your form section. These are short answer fields

5. Publish your form template

   

   If you want to remove the link between the repository and the section, you’ll need to delete the fields that were created.
   

   We advise you not to change the response settings.

How does filling out the form work afterwards?

When a database is linked to a section of a form, all you have to do is use the ️ Quick Fill button, start typing the line of your table you want to fill, and pick what works for you.

The fields linked to databases get filled out automatically!

Quick Fill only works when you’re connected to the internet.