Creating Jodoo Forms from Excel

This passage will tell you how to create a form from Excel in detail and introduce some rules.

What is Creating a Form from Excel?

Creating forms from Excel enables you to create and design a form using an Excel file quickly and conveniently. You can import data from Excel directly to your form to manage the data.

Reading this, you're probably asking: "So why can't I just use Excel, and why would I bother to import data from Excel to a Jodoo form?".

Well, even though Excel has always been widely acclaimed by people from all walks of life, it also has drawbacks that cannot be ignored as follows:

Compared with Excel, Jodoo, as a database software, can overcome these shortcomings perfectly. Jodoo allows you to control data centrally, share data in real-time, manage data by different levels, and test data intelligently, being more in line with modern data management requirements and needed by users. Using Jodoo forms, you can:

Through Jodoo, you can create forms/workflow forms on your computer, manage data, and process workflows anytime, anywhere on your phone without downloading apps.

Jodoo is made for data collaboration. Through Jodoo, admins can control all data and share it with members with one click. Multiple members can operate the same file synchronously. The entered data can be accessible to admins and be displayed in a dashboard in real time.

Through Jodoo, members of an enterprise can enter, view, and edit data according to their permissions. They can intelligently validate the entered data, avoid invalid data, and effectively reduce data management errors.

What are the Connections between Excel and Jodoo?

1. Excel contains two parts, title and data. These two parts can be converted to fields and data in Jodoo:

2. At the same time, in Manage Data of Jodoo, you can also view the data that is entered/imported through a form.

How to Create a Form from Excel

In this article, we use the Employee Information form as an example.

Step 1 Creating a Form

Select an app, click , and click New Form > Create from Excel.

Step 2 Setting the Header

After uploading an Excel file and choosing a sheet, select a row to be the header, which becomes field titles upon import. You should better place the header in the first row for automatic recognition and importing.

Step 3 Setting the Form & Field Information

Set Form Name, Form Grouping, Field Name, and Field Type. The selection of field types is crucial as it affects the availability of advanced features such as formula, data linkage, and data association. For details, see Field.

Step 4 Completing the Import

After you have set the header and field types, the system will generate the form automatically. Data in Excel will also be imported into the form directly. You can view these data on the Manage Data page.

At this point, you have created a form by importing data from Excel.

FAQ(s)

Q1: What fields are supported when I import data?

A: Currently, Jodoo only supports importing the following fields : Single Line, Multi Line, Number, Date&Time, Radio, Checkbox, Single Select, Multi Select, Member/Members, and Department/Departments.

Q2: Is there any Data/Time format required?

A: Yes. To enable the system can identify the date/time format in Excel, the following conditions should be met:

Important points to note:

If you only require the date without the time, adjust this in Field Properties > Type.

Q3: How can I import data into checkbox/multi-select fields

A: In Excel, use a comma "," to separate multiple choices for a Checkbox/Multi Select field.

Select the field type as Checkbox or Multi Select during the importing process.

The effect is as follows:

You can also import data from Excel on the Manage Data page. For details, see Importing/Exporting Data in Manage Data.

I have finished reading. 🏆

👉I can't wait to CREATE A FORM FROM EXCEL.

👉I need more HELP in Discord Forum.