The Microsoft Excel format allows you to receive your submission data as an .xlsx file.

To set up a destination for your form, go to your Forms page and locate your form. Then, click the gear icon to view the menu and select Destinations. On the following page, click New Destination.

Note: By default, two destinations are added for every form you create.

Note: Depending on the subscription package you have, your available destination options will vary.

Select your destination and Excel .xlsx as the format. Available formats will vary based on the selected destination.

Supported Destinations

E-mail

Box.com

Dropbox

Google Drive

Microsoft OneDrive

Amazon S3

HTTP(S)

SFTP

Slack

Evernote

Sharefile

In Step 3, you can specify to send images, signatures and sketches to a different service other than Device Magic. See this help article for more information.

Note, Inline Images aren't yet supported for this destination.

Step 4 provides the option to add a Description to your destination. You can also set your destination to be active or inactive here. When the Active box is unchecked, the destination will not deliver submitted data.

Additional customization options are available in the next step for the previously defined format.

This section is where you can add an optional file name. To view available placeholders that can be used, click Show me placeholders I can use in this file name button. Click Download a sample template to generate a file download so you can view the default look of the Excel file created via this destination. This file is a great starting point for customizing the look and feel of the documents you want to create.

Optionally, click Upload your template to upload a pre-designed xlsx template. This template will be utilized each time the destination is carried out. See the Customizing Your Template section below for more information on the current behavior.

Additional information will be required in step 6 depending on the destination previously selected.

In Step 7, you have the option to create Destination Rules for when you want the Destination to be carried out. To learn more about how Destination Rules function, visit our article here.

Filtering Destination Deliveries by IP Address

We’ve received a few requests asking about firewall restrictions for the IP addresses of our destination deliveries. Check out this article for more information on how Device Magic’s delivery services work, and how that relates to specific IP addresses for those services.

To add the destination, click Create Destination.

Customizing Your Template

Take advantage of Excel's customization options when formatting your template. For example, one may want to change the format of how an associated {{placeholder's}} data will appear after delivery. See the Date, Time, and Date + Time choices below. Note, all values will be delivered without a format specified (General) by default.

Besides formatting specific cells and other items in your file, you'll likely want to create multiple worksheets. See the Materials Used worksheet in the screenshot below where a simple Bar Chart has been added. Note, the chart values specified are {{placeholders}}.

When your template is ready, upload it.

When viewing the file created after a form submission, the specified cell formats are utilized and the chart is populated dynamically.

Support for the following features is coming soon

Inline Images

Subforms

Repeat groups


For questions or comments please send us a message at support@devicemagic.com.

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