Before you can add a Dropbox Form Connector, you’ll need to authenticate a Dropbox connection.
Then add a Connector to the desired Form’s Connector page to configure.
Adding the Connector
Follow these steps to add the connector to your specific form:
- Navigate to App Workshop > Forms.
- Hover over your desired form and click the Connect icon.
- Click the Add Connector button (top-right).
- Select Dropbox from the options.
Note: The page will refresh with the connector added. Changes are not live until you click Save.
Quick Access Tip
If you are already inside the Form Builder or Settings view, you don’t need to go back to the main menu. Simply click the Connectors tab located directly under the form title at the top of the screen.
Configuring the Connector
After adding the form connector, configure the connector. Configure the connector as shown below:
Using Connection
Select one connection if you already have more than one Dropbox connection enabled.
Send Form Answers
Select this option to enable Form Answers to be sent in the format selected against File Format. Once selected, you will have a File Format to specify.
File Format
Select the File Format for the form-captured data to be sent in.
| File Format | Description |
|---|---|
| CSV | Send form data in a .csv attachment. Customizable using a Text file template. |
| JSON | Send form data in a .json attachment Customizable using a Text file template. |
| Excel | Send form data in an .xlsx attachment. Customizable using an Excel template. |
| Word | Send form data as a .docx attachment. Customizable using a Word (.docx) template. |
| Send form data as a .pdf attachment. Customizable using a Word or Excel template or a built-in template. | |
| Word | Send form data as a .docx attachment. Customizable using a Word (.docx) template. |
| XML | Send form data as an .xml attachment. Customizable using a Text file template. |
Send Media Files
You can select the individual media files to send/attach if this is checked.
These could be signature images, photos, or other attachments.
File Name
Optionally enter a custom file name or create a dynamic attachment name using fields from your Form.
The file extension (.pdf, .xlsx, .docx, etc) will be added automatically.
The generated file name, including the extension, may not exceed 120 characters.
Disable Random Code
Disable the default system behaviour of appending a 6-character random code to the generated file name.
e.g., instead of FileName-abc123.pdf, the file would be generated as FileName.pdf.
Folder Path
Optionally enter a folder path for the exported file to be placed in. Path should be entered in the following format: ‘FolderName/AnotherFolder/FileGoesInThisOne’
Dropbox Team Folder
If your file will be uploaded into a Dropbox Team Folder, ensure this is selected.
Anonymize Personal Data
Select this option if you want the data from fields marked as Personal Data to be converted to a non-human-readable format to aid privacy.
Add a Data Template
Customize the output by uploading a data template.
| Property | Options |
|---|---|
| Format Data With Template | For PDF output, you can use a Microsoft Word(.DOCX) or Excel(.XLSX) file as the template. For Word or Excel outputs, provide a template of the matching file type. For JSON data output, you can only have a text(.TXT) or JSON (.JSON) template. For XML output, only text(.TXT) or XML (.XML) template files can be used. For all other output types, your template must be a plain text (.TXT), JSON (.JSON), or XML (.XML) file. |
Learn more about Outputting with Templates
Add a Run Condition
Add a condition that returns a true/false result. When true, the Connector will run.
| Property | Description |
|---|---|
| Only Perform This Action When | 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 that returns a true/false result. |
| Wait No Longer Than (minutes) | Specify a maximum time to wait before running this Connector. Generally, the answer values on Form entries are uploaded within a few seconds. If photos or other media are captured, these files can take time to upload. By default, the system waits until all media files are uploaded from the app before running the Connector. Use this option to force trigger connector outputs (likely missing some photos) due to business-critical timeframes. |