Lauren Sunday
Articles
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Update a .csv Reference Data File
The article guides you on how to update an existing .csv Reference Data file from the Reference Data page or Reference Data section of the Form Settings page.When information in your Reference Data...
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Configure Dependent Reference Data in the Legacy Builder
Another way that reference data can be used in your forms is with dependencies.Dependent Reference DataThink of Dependent Reference Data as a filter within your form. The parent field filters the n...
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Properly Format a Google Sheet or .csv File for Reference Data
This article provides detailed instructions for how to determine the way Reference Data needs to act on mobile and how to format the spreadsheet, either in Google Sheets or as a .csv file, to achie...
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Pair Reference Data to a Barcode in the Legacy Builder
Using reference data, barcodes can automatically populate information about the item scanned, saving precious time in the field and reducing errors. Format the FileThe process for formatting a file...
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How can I tell if my form uses Reference Data?
This article provides instructions for locating the two places that show at a glance whether a form has Reference Data attached or not.When cleaning up your forms, it is very helpful to quickly asc...
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Does GoCanvas have an Autofill feature?
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 save...
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Can I use Reference Data for specific users in the Legacy Builder?
Using the New Builder? Can I use Reference Data for specific users in the Builder? Using Reference Data and System Defaults, reference data can be shown to only the specified user.Reference Data a...
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Change the PDF Delivery Options
The method for how the submission PDF is shared can be changed using the form setting Email Options.PDF Delivery OptionsThis PDF can be attached to a GoCanvas generated email or you can send the re...
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Enabling Table of Contents
This article provides information about how to switch on and use Table of Contents in the Form Settings.The Table of Contents allows your users to see all screens of your form at once and jump from...
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Testing a Form Before Publishing to All Users
You have the ability to place a form in Testing if you're not ready to deploy it to your mobile users quite yet. Enabling TestingTesting Forms is particularly useful for Admins and Designers when t...