How to change field names inside of excel or CSV report?

  • menstrom
    Asked on May 23, 2016 at 12:58 PM
    Also, I would like to have specific field names for the fields that I export that are not necessarily the labels that I have assigned to the fields, because the labels are the questions but the field names should be different.  For instance, the question is "Check the appropriate option that describes your housing status", but the field name should be HousingStatusCode.  Can I name the fields something other than their labels for the exported file?
  • BJoanna
    Replied on May 23, 2016 at 1:20 PM

    Once you create your report you can change name of headings directly on your report. 

    How to change field names inside of excel or CSV report? Image 1 Screenshot 40

    Other solution is to add one additional filed to your form. If the original label of your field is "Check the appropriate option that describes your housing status" add new field with label "HousingStatusCode". The hide that field so that is not visible to your users. 

    How to change field names inside of excel or CSV report? Image 2 Screenshot 51

    You also need to pass value from the field "Check the appropriate option that describes your housing status" to the field "HousingStatusCode". You can use conditional logic Update/calculate field value option to achieve that: https://www.jotform.com/help/268-How-to-Insert-Text-or-Mathematical-Calculation-into-a-Field-Using-a-Condition 

    How to change field names inside of excel or CSV report? Image 3 Screenshot 62

    Then remove filed "Check the appropriate option that describes your housing status" from your report, like I described on your other thread. https://www.jotform.com/answers/844911 

    Hope this will help. Let us know if you need further assistance. 

     

  • menstrom
    Replied on May 23, 2016 at 1:35 PM

    This will be very unwieldy, because I must change the field name of every field on the form!

    When I use your Quick Fields, the output does not necessarily use the label as the field name, but rather it appears that it uses the sub-label.  For instance, Full Name has a label on the form that shows as "Name of Student Applicant...":

    How to change field names inside of excel or CSV report? Image 1 Screenshot 20

    But the output when I download to Excel has the field names as "First Name", "Middle Name", "Last Name".  How is this accomplished?  Perhaps I can do the same thing with other fields.

    Thanks,

    Marilyn

     

  • Huberson
    Replied on May 23, 2016 at 3:05 PM

    The way the sub-labels for name field works is different than the textbox sub-label. This will work for Address field, Date/Time field and such but, with certain field the sub-label will not automatically used as the header in the CSV report.

    You can use the option suggested by my colleague above: adding hidden fields as label for the headers, use conditions to get their values from their corresponding fields, and remove the unwanted labels when creating the CSV report.