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Ability to export CF values (or import them)


Level 3

We would really like a way to export (or for that matter import) values for custom fields that we build. For instance, most of the client accounts come back to us asking for an extract of values for a specific field we have created (with multiple values - more than 100 all the time). Right now we just copy paste from each of the field (which is a cumbersome task). There has to be a better way of doing this.

Also when we have to create a field with the same values within a single form, there is no way to copy the originally built CF. Importing values into a CF will really help here too.


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1 Reply


Level 10

Hi Nelson,

Lots of ways to tackle this one. For importing, I invite you to consider our Excel Updater solution, which is designed to update custom parameters. For exporting, you could write a report with the columns of interest, then export them to Excel (or pdf, or text).

Alternatively, you could build a calculated custom parameter intended for copy/pasting ALL of the values into an external document.

For example, if you had a form with (only) three text fields (e.g. Street, City, State), you could add a calculated text parameter called "Copy Paste All Values" with a formula of CONCAT(Street," | ",City," | ",State). It would take some care and feeding, but might make it (then) easier to copy/paste, when the time comes.