To allow the adding and amending of Datasheet records from a template’s questionnaire, open that specific template from the Templates page. Then, navigate to the “Advanced” tab. Following that, tick the relevant box or boxes as shown below to allow users to add and edit records in Datasheets directly from the Questionnaire.
Adding a new record
After you’ve ticked the box titled “Allow users to add records to Datasheets from the questionnaire”, when users generate a document from the relevant template and access the questionnaire, they will be able to add new records to an existing Datasheet. This can be done by typing in the new record into a Datasheet question tied to an existing Datasheet.
For instance, you may wish to add a new record of a person whose first name is “Carlos” as the existing options provided in the Datasheet do not contain any record of this person. Type the first name “Carlos” into the search bar and then press the + button
A pop-up box should appear, prompting you to add a new record for the relevant Datasheet.
Fill up the relevant information and press “Create record”. This will create a new record in the relevant Datasheet and refresh your questionnaire. You can then select “Carlos” from the dropdown.
Editing an existing record
After you’ve ticked the box titled “Allow users to edit Datasheet records from the questionnaire”, when users generate a document from the relevant template and access the questionnaire, they will be able to edit Datasheet records from an existing Datasheet. This can be done by editing the record in a Datasheet question tied to an existing Datasheet.
For instance, you may wish to amend John’s name to Joseph. To do so, click on the “edit” button next to the relevant value.
A pop-up box should appear, prompting you to amend the existing record for the relevant Datasheet.
Amend the relevant information and press “Save record”. This will update the existing record in the relevant Datasheet and refresh your questionnaire. You can then select from the updated values.