We would like to take a look at 3 less known features that will help you better use Data Sources.
Two Features For Easier Data Management
First let us look at two lesser known Data Source properties users may not know about.
“From” Field Populated by User Data on Email Connectors
By default, the “From” details on emails sent by our Connector will show as your company name and sender address, as configured in your organization setup.
With this option selected, the submitting user’s email address and name will be set as the “From” information instead.
Added A Checkbox To The Google Sheets Form Connector To Update Headers
When enabled, the Google Sheet headers will be updated each time the connector is processed.
1. Conditional Display Rules on Data Sources
Did you know you can color-code Data Source column data? This makes it a lot easier to differentiate between, for example, different brands.
By using our Conditional Display rules for Data Source row values, you can define rules that make column values appear in different colors – based on the formula result.
By setting colors based on certain conditions, you can make your Listing, Mapping, and Choices fields more eye-catching and organized.
Access this feature by clicking on the settings cog on a column in your data source.
Want to learn more? Read our support article here.
2. Default Row Display
The Default Row Display property allows you to control how your rows in the Data Source will appear on the app by default. You can find this on the settings page of a Data Source and under the advanced options section.
For instance, the layout on choices fields in Form screens can be set to use the List of Choices display style. So, you can have larger title text appear with smaller subtitle text underneath.
Image type columns can also appear as thumbnails on each row by assigning the thumbnail position.
Using the Default Row Display can help level-up the regular choices field and provide additional detail, making it easier for users to identify their selection.
3. Built-In data sources (Active Users, Incomplete Task, Drafts, Published Docs)
We provide a few Built-in data sources with your Amplus Forms account. You can use these data sources within your solutions.
For example, enabling users to email other team members with the output from their form entry. Using the Active Users data source bound to a choices field, your user can select the team member they’d like to email.
You could also create Listing screens to view your Entry Drafts, Entry History, Incomplete Tasks, and Published docs.
If you have any questions about these features, please send customer success an email and we will be happy to help.
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