Connect web forms with a database by using our Virtual database and dynamic prefill app integration. Starting with our Corporate plans you can benefit from this feature to empower your business and productivity.
Once the form(s) are linked with your CSV file, the information gathered will populate your database. Prefill forms fields from your CSV table to save time and improve consistency.
Let’s look at an example:
First, you will need your database in a CSV format. Below are listed the CSV file’s requirements:
Once you have the CSV file ready, go to your form’s Settings – Applications section.
Search for CSV the Virtual database green icon, listed with DAT, and click on Add.
Note that the application is displayed only when the account is upgraded to one of our Corporate plans.
The tables can be uploaded as a CSV file, through the Create New Table button. Here you can name the table and the given name will be used in the SQL rules, to return values.
Tables can be managed in the Explore Database section.
Tables will be displayed in the left-side panel. Clicking on a table will open its content in the main view.
Create SQL rules to specify the acceptable values that can be inserted into a column or to prefill form fields. Create queries to search for certain customers that meet specific criteria.
By prefiling your forms fields based on a keyword you can avoid mistypes. The information is automatically pulled from your database and form users don’t need to re-enter their details over and over again.
Even if you are not familiar with SQL queries, our corporate plans have an advantage. Once you sign up, a dedicated Account Manager will help you develop your forms based on your needs.