CSV File Connector

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A common request we often hear is that a customer would like to enter some of the data into a document and then send that document to another user to complete. With our new Wep App feature, you can now set this up! By pairing up the new functionality in naturalForms with the powerful Zapier tool, you can pass a CSV file through email to another user. When the link is opened on the next user’s tablet, a new document will automatically be created with fields pre-populated from the original user. Here is an example of the steps needed to set up a Web App connector to for Pre-Population:

 

  1. Set up your template in naturalForms. In order to create an email and send the CSV file, you will need to determine how you want to send the email address of the next user. There are several options to do this:
    1. Create a field on the template that allows the first user to enter the email address that they will to send the document information.
    2. If the user will always be the same for all documents, then this can be added in step 11 as a literal value.
  2. Go to Zapier and start setting up your Zap. Click on the Make a Zap!              2.jpg
  3. Name your Zap and select the naturalForms app. Note: To get access to naturalForms in Zapier, just click here.3.jpg
  4. Choose your trigger. In the example below, we want to create a new row on the spreadsheet every time a new document is submitted.4.jpg
  5. Select your naturalForms account5.jpg
  6. You will then be asked to enter your credentials for your naturalForms account6.jpg
  7. You are almost ready to test the app. Before you can do this, you will need to copy the web URL from your Zap to your web app settings for your naturalForms template. You do this by simply clicking on the Copy to clipboard7.jpg
  8. In naturalForms, go to Templates and click on the Settings8.jpg
  9. Select the Output Settings Then select the Use custom output settings.9.jpg
  10. To add a new connector, click on the circle with the plus sign in it.
  11. Go to the Web Apps Select the Document to Web App v1 connector and then paste the web URL  that you copied from Zapier into the Webhook URL field.10.jpg
  12. Next, identify the fields that you wish to connect between your naturalForms template and Zapier. If you wish to add all the fields from your template to your connector, then click on the Auto-map all fields Or you can add individual fields by clicking on the “+” sign. You can remove fields by clicking on the ““ sign.
    1. Name the field. This is the field name that will be sent to Zapier.
    2. Identify how you want to set the value of the field:
      • Document field value
      • Literal null
      • Literal number
      • Literal string
      • Literal true/false
    3. Ensure that the first two fields are $TEMPLATEID and $DOCUMENTNAME. Set these values to the template you wish to pre-populate and then give the document a name. A field on the original document is often used to set the document name (i.e. address).11.jpg
  1. Finally, you will need a connector field to identify the CSV file. Click on the “+” to add another connector field. Then choose Document CSV file as the value type. Select Use mapped document fields to create the CSV using the fields that you added above. Or you can select Use document fields to simply create the CSV using all fields from the document.12.jpg
  2. You can view a list of the fields that will be sent in the CSV file to Zapier by clicking on the Show CSV field list. If you no longer wish to view this list, simply click on the Hide CSV field list.13a.jpg13b.jpg
  3. If you would like to see an example of how the file will look using some sample date, simply choose a submitted document and click on the Show sample output using document. In order to use this feature, a document needs to be submitted from the tablet for this template. If you no longer wish to view this sample, simply click on the Hide sample output.14a.jpg14b.jpg
  4. When you have completed defining the connecter, you are ready to send a file to Zapier for testing. Simply choose a document that you have submitted from the naturalForms app for this template and click on the Test Once you have received a “Your document data was successfully delivered”, you should click Save to complete your Wep App configuration.15a.jpg15b.jpg
  5. You will now want to switch back over to Zapier to finish defining your Zap. In order to test your trigger configuration, click on the OK, I did this.16.jpg
  6. You should receive a Test Successful message with a display of the file that was pulled from naturalForms. Select Continue to finish the Action portion of your Zap.17.jpg
  7. Next, you will need to tell your Zap what you would like to do with the CSV file that was brought into Zapier from naturalForms. For this example, select Gmail.18.jpg
  8. Choose the Action that you wish to use. For this example, you will want to Send Email.19.jpg
  9. Select the Gmail Account that you would like to connect to your Zap. We recommend that you click on Test to ensure that the Zap can connect to the account. You should receive a Success message once the test is completed. Click on the Save + Continue to save the Google Sheets account to your zap.                               20.jpg
  10. Next, you will need to set up the structure of the Email created by Gmail. If you mapped a connector field in your Wep App for the email address, you will want to select it as your To Continue to complete the fields as needed.21.jpg
  11. The key to sending the CSV file is to select the connector field that you defined in your Web App as an Attachment.              22.jpg
  12. Once you have everything defined, hit the Continue An example of the email will be generated. Please review. If changes need to be made, go back to one of the previous set up steps to adjust either your template. If everything looks right, select Create & Continue.23.jpg
  13. You should receive a Test Successful24.jpg
  14. At this point, you will want to open your Gmail account (while on your tablet) to view the email created. You can then open the CSV attachment with naturalForms. The app should open and create a document with pre-populated data.                           25.jpg
  15. If everything is working as you would like, then you are ready to turn on your Zap. Just click on the button following button to move it to green and ON. Now, when you submit a document for this template, it should automatically create a new row in your Google Sheets account.26a.jpg26b.jpg

 

 

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