Common Form Connector Settings

Common Form Connector Settings

Most of our connectors are different depending on what systems they connect to and the functionality they provide. However, most connectors also feature some common options.

Add a Data Template (Customize Output)

This option allows you to add a customized Word/Excel file for when data output is required to be in a specific layout.

For example, a layout based on existing paper-based forms that you may currently use.

Upload a data template to output a file from this Connector. 

You can use a Microsoft Word (.DOCX) or Excel (.XLSX) file as the template for PDF output. 

For Word or Excel outputs, provide a template of a matching file type. 

Your template must be a plain text (.TXT) file for all other output types. 

To learn more, see Outputting Data with Templates in our documentation.

Add a Run Condition (Conditional Trigger)

This option allows you to control when a connector runs in the event that a Form entry has a given value.

For example, you may have an Audit Form, which has a risk rating question with options like “Low”, “Medium”, and “High”.

If the user answers the risk rating as “High”, you want an email sent to a supervisor for follow-up and action.

An example formula: {{riskRating}} = ‘High’

Add a formula that calculates whether or not this Connector should be run when a form entry is submitted.

Use the hammer icon to launch the Formula Builder and build a formula with a true/false result.

To learn more, see Creating a Formula in our documentation.

Clone Connector

Duplicate the connector and its settings, adding them to the list of connectors. This is useful when a similar connector with various settings requiring minor tweaks is needed.

Additional Options

View all/additional connector options.

Expand/Collapse Connector Settings

Expand or collapse the connector’s settings from displaying. Useful when configuring a pertinent connector amongst numerous.

Enable/Disable Connector

Temporarily disabled the connector for testing purposes. Useful when testing new or improved form functionality, and you’d prefer not to push data out simultaneously.

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