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Add functionality to upload data to forms

Add functionality to upload data to forms

Add the functionality to mass upload data from an excel sheet into a form template. Assets seem to have the functionality to populate fields with an excel template, but forms does not. Forms is lacking any sort of mass change feature and only copy/paste from a previously created form. After creating a form template using build, give the ability to download an excel template of that form for mass changes or auto generating new forms.

 

Forms is good for staying organized but bad at inputting changes to data, especially if there was an error when creating the form and need to mass change a section/question. I would use assets for this feature but it creates way too many fields and becomes disorganized.

Also forms on the mobile version needs to change navigation of detailed forms. I have multiple sections with multiple questions which leads to endless scrolling. Add the feature to select from a tab or drop down for each section.

5 Comments

@jnewland8CVQE please use the ideas board to submit this idea so we can get some community votes on this. Thank you for submitting. The link to ideas is below.

Ideas Board

lance.borst
Alumni
Status changed to: Future Consideration
 
tchewAT8QX
Community Visitor

Yes, I agree with this. Forms has the potential to be a great tool but the lack of flexibility and it's current mobile user interface make it incredibly difficult to work with. My team has always used excel in the field and it would be extremely beneficial to incorporate what we are doing in excel to work with the forms in BUILD. Thank you for posting this.  

npappas44
Community Visitor

A bulk import feature for equipment checklists and data would greatly benefit commissioning, start-up, and TAB activities. Our extensive library (150+ equipment, 50+ data points per item), currently exportable to Excel, cannot be efficiently integrated into Build. Manually recreating these checklists using the Template Builder would be a significant undertaking.

melodie_beck
Community Visitor

This would  be a great improvement.  Forms could be a great tool.  However, without being able to import data -- it is tedious to work with.

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