Quick Reference Guide

ADD CONTROL: FORM COLUMN

Automatically import new form responses and file attachments into your datasets with form columns!

Form columns empower you to seamlessly incorporate files and form submissions directly into your datasets. Once set up, these inputs become a dedicated column within the dataset.

This is a powerful way to effortlessly access form responses and attached files by simply clicking on the form icon. Let’s learn how to streamline your data management and enhance workflow efficiency. Check it out!

CHOOSE FORM TYPE

There are two types of form columns that you can add to your dataset, each with its own customizations that empower you to streamline data entry your way:

Survey: Create a new form and collect the data you need in the moment
Document: Upload a customizeable PDF and add data collection fields if desired

Once you’ve chosen they type of form column you need, click DONE.

Screenshot of adding a new Form Column in Mapline datasets

CONFIGURE SURVEY

If you’re adding a survey column to your dataset, you’ll configure it here.

Just add questions and customize your settings the same way you would for any Mapline form, and you’re good to go!

This option empowers your team to facilitate accurate and efficient data entry throughtout your entire business. Isn’t that incredible?

Example of a new survey form column in Mapline

CONFIGURE DOCUMENT

If you prefer to attach a PDF in your new control column, you’ll configure your document settings here.

First, name your document and click the blue SELECT button to select the PDF you’d like to attach. Once it’s finished uploading, click DONE.

Screenshot of a purple radius circle on a grayscale map. Four blue pins and one yellow pin lie within the circle. Two blue pins lie outside of the circle.

ADD ITEMS

You can do more than just attach a static PDF here. Similar to adding new form questions, add any of the following items to your document to streamline data entry:

Short answer: Users fill in their own custom answer with a short line of text
Paragraph: Users fill in their own custom answer with multiple lines of text
Dropdown: Users choose from options listed in a drop-down menu
Date: Users fill out the relevant date
Signature: Collect user’s signature
Variables: Set default answers based on custom text, your existing datasets, URL variables, or the respondent’s profile info