17Oct, 2016
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The Kizeo Forms settings: The Excel / CSV tab

The Excel list tab and the CSV tab gathers options that interact with the Excel software and CSV format. Using this tab, you can choose the type of file you want to export, display the history of each piece of data, a unique identifier, a registration number and an invisible field.

  • Go to the Configuration menu, Forms tab.
  • Select a form.
  • Go to Options in the form and then to the Excel list tab or the CSV tab.

 

Excel Tab

Introduction to the various options for the Excel list format.

  • “Here you can choose the type of Excel file that you want to export”: you choose the type of Excel file that you want to export:
    – The xls format is the old Excel format used between 1997 and 2003.
    – The xlsx format is the new format from the 2007 version.

It is preferable to export in xlsx format. Only export in xls format if you have to work on a version dating from 2003 or previously.

  • “Display the history of each field given in your Excel file”: your Excel file list will include an additional “History” column precisely describing the history of the data: saved, transferred, edited data, by which user and on which date.

You can view the history of each data in your Excel file.

  • “Display a unique identifier”: your Excel file list will include an additional “Unique identifier” column. This is the unique identifier of the data in Kizeo.

You can see the unique identifier of each data in Excel.

  • “Display a record number”: your Excel file list will include an additional “Record number” column. The record number is a number inherent to your form which starts with 1.

You can see the number of each record number in your Excel file.

  • “Display the hidden fields”: this allows you to display “hidden” fields in your Excel list based on a visibility condition.
  • “Behaviour of empty cells (Excel)”: this allows you to decide if you want empty cells to be merged, duplicated or left empty. All you need to do is select the corresponding field in the scroll list: “Merge”, “Duplicate” or “Leave Empty”.
  • “List behaviour/multiple choices”: this allows you to decide if you want the lists/multiple choices to be combined into a single column in the Excel file or, on the other hand, to be separated into several columns. All you need to do is select the corresponding field in the scroll list: “Combining into a single column” or “Separate into several columns”.

Introduction to the various options for the CSV format.

  • “CSV in Windows format (advised for opening the form with Excel)”: this allows you to read a CSV file in Windows Excel format.

CSV Tab

 

  • “Empty cells management (CSV)”: this allows you to decide if you want empty cells to be duplicated or left empty.
  • “CSV Separator”: allows you to decide if your data is often separated by a comma or a semi-colon.
  • “Date format”: select the format you want (ISO  YYYY-MM-DD or classic format DD/MM/YYYY).

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