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Source Data is the part of FormReturn's database where Data Tables, Fieldnames and Records are added and stored.
A Source Data table MUST be created before a form template can be published, because the table is selected to publish the form template with, as a source for the captured data from scanned forms to connect to.
Click 'Source Data' to add a Table, Fieldnames and Records.
Add a Source Data Table.
The table can contain:
Click 'Add New' in the Tables panel.
Type a name for the Table and click OK.
Table names in Source Data
Add Fieldnames for the Data Table.
Select a data table to add a new Fieldname. Click 'Add New' in the Fields panel.
Type the Field Name (usually to describe the type of records that will be added) Note: make sure the fieldname you type doesn't match any fieldnames used by FormReturn. Two fieldnames the same will cause errors with the storage of captured data.
This is the Order the Fieldnames will be stored in the captured data Export columns. To change the order index of a fieldname, click the up / down arrows. Make sure each Field Name added to the table, has a different Order Index number.
Field Names and Export Order Index in Source Data
Click 'Records' to add / edit records for the data table.
Click 'Add New' in the Records panel.
In the dialog box select the Field Name you want to add a record for.
Type the record in the 'Value' column for each Field Name.
Numerical records can be auto filled to save time.
When a data table of sequentially numbered records is required, quickly auto fill the records.
Add the first numeric record to the Field Name and select it.
Click 'Fill Cells' in the 'Records' panel to open the 'Fill Column' dialog.
Numeric records auto filled
1.) Create a spreadsheet with just the data you want to import. The first line must contain the field names, the other lines contain the records.
2.) Save the spreadsheet, as a CSV file on your computer, using "save as", and choose the type of file to save it as. Save as a text delimited (csv)… and if it asks you further questions, select double quote and comma as the delimiter.
Text from the spreadsheet saved as a CSV file
3.) Create a table in Source Data.
4.) Select the new table that you created by clicking on it, then click the records tab.
5.) Click the "Import" button and in the "Import Records" dialog, click "Select File" and choose the CSV file. Click "Import Records".
The records will be imported into the selected FormReturn data table.
Source Data Records are easily exported to a CSV File and opened in a spreadsheet.
Type a filename and choose a location on your computer. Click Save.
Open the CSV File from where it was saved.
Click OK and the spreadsheet which will open in whichever office package you have installed on your computer.
Click 'Publications ' to see the Publication Name and Type of previous publications using the selected table.
Select a Publication Name and Click "Export to PDF", to save the Publication as a pdf file, to print more forms from.
Table Name - The Source Data table used for the publications listed in the application window.