How to Autofill Form Fields with an Excel File

Introduction

• Presented by Kimberly
• Objective: Demonstrate how to autofill form fields using an Excel file

Procedure

Step 1: Create a New Form

1. Access the desktop version of the dashboard
2. Create a new form from scratch (classic form)
3. Add Form Elements (left-hand side)
   • Elements Added: Name, Short Text, Email

Step 2: Add a Widget

1. Search for the "Spreadsheet to Form" widget
2. Select the widget

Step 3: Prepare the Excel File

1. Basic Form Elements: Add elements (Name, Short Text, Email) and ensure the field names match exactly
2. Excel Spreadsheet: (Pre-populate Column Headers)
   • Unique Code, Name, Age, Email
   • Add data rows for multiple users (e.g., 1, 2, 3)
3. Download the Excel file
   • Path: File → Download as Excel

Step 4: Upload the Excel File

1. Go back to the form
2. Select the "Spreadsheet to Form" widget
3. Upload the Excel file
4. Choose the Access Code Column (e.g., Unique Code: 1, 2, 3)
5. Configure additional options if needed

Step 5: Test the Form

1. Preview the form
2. Test by entering access codes (1, 2, 3)
   • Verify Autofill: Lacy Smith, Catherine (as per the data)

Conclusion

• Simple and efficient method to autofill form fields
• Encouragement to leave comments for questions
• Like and subscribe prompt

Additional Notes

• Importance of exact match for column headers and form field names
• Highlight steps to verify autofill works correctly