How can I show a report from an imported csv file on another browser tab that my employees can refer to?

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    Asked on November 25, 2017 at 03:07 PM

    As part of my to-be employee's form, it would be helpful for them to see, in another tab, data pertaining to their task of (interacting) populating the form fields.

    For example, tab A is the form and all its fields. Tab B, has a grid report that reflects data in columns and rows. The data in that grid report can be very helpful for my employee as she performs her job populating the form on tab A. I would need the ability to populate that grid via a .csv import file since that data will change from time to time.

    Possible? How?

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    Answered on November 25, 2017 at 03:44 PM

    Hello @mark_macies - I'm afraid there's no way to do that within the Form Builder. Since you mentioned you intend to populate the data grid with your own CSV file, why not use an online sheet solution like Google Sheets or Microsoft Excel Online then dump your data there?

    With this approach, you can have your employees have the form opened on one browser tab, then the online sheet on another.