Does GoCanvas have an Autofill feature?

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This article provides introductory information on the GoCanvas autofill feature, Reference Data.

Reference Data allows admins to provide data to their users in the field that reduces errors and saves time by automatically populating multiple fields after a single selection.


Reference Data

Imagine simply selecting a customer name from a list and having that customer's phone number, street address, email, and other details automatically appear. That is possible with Reference Data.

Reference Data files can be uploaded using a variety of methods, including a .csv file, our Google Sheets integration, or even integrating with other database software like Procore

Explore examples of how to use Reference Data by expanding the accordions below.

Dropdown List

You can use a Reference Data file to provide the values for a dropdown field so you don't have to type them in manually. For example:

  • Select from a list of customer names.
  • Select from a list of weather conditions.
  • Select from a list of employee names.
iOS_Dropdown Example.gif
Auto-populate

Autofill a field based on a value chosen in a previous field. For example:

  • Select from a list of parts and autofill price, manufacturer, warehouse location, and item number.
  • Scan a barcode and use Reference Data to populate all of the info about that item or product. 
  • Select a customer’s name from a list and automatically populate their address, phone, email, etc.
iOS_Reference Data.gif
Dependent Reference Data

The parent field filters the next field to choices specific to the first and the second dropdown filters subsequent fields to even more specific choices and so on. For example:

  • Select a car make from the first dropdown. The next dropdown will then show only the models associated with that make. The third dropdown will only include trims associated with that model. Subsequent dropdowns can continue to filter out features, years, colors, etc. associated with previous choices.
  • Select an apartment complex from the first dropdown. The next dropdown will show only the buildings from that complex. The third dropdown will only list the floors of that building so that in the fourth dropdown, the user will only see the unit numbers of the floor chosen. Finally, each unit can automatically populate the correct layout.
iOS_Apartment Complex Dependent Reference Data.gif

Reference Data is available in the Advanced and Basic Form Builders. To get started using this feature, you will need to properly format your spreadsheet first.

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