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 Image fields within repeat groups 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.

Using Images

When your form has images in it, they will be inserted at the top left corner of the cell where you add the placeholder. Since the image will float over any other cells, you may want to make sure that the area where this will be accounts for the size.

Custom Size

You can also set a custom size for the image in your template to control placement. You can do this by adding the pixel size to display the image following the image field name like this:

{{fields.Image_Question|250x250}}

This will resize the image to 250x250 pixels.

Note: Inline Images aren't supported for Image fields within repeat groups for this destination.

Using Repeat Groups

If your form has repeat groups, the data will be added to Excel by default as a nested table taking up additional cells to the right and down from where you put the placeholder, so make sure you leave space or put your repeat group field on a tab of its own.

In the simple case with a single repeat group and a single question inside it, like this:

Repeat Group 1

-> Free Text Question 1-1

using the default placeholder parameter:

{{fields.Repeat_Group_1}}

and assuming 2 groups of data entered, your output will look like this using the

Answer 1

Answer 2

Headers

If you want headers listed with your form submission data, you can specify this parameter and it will automatically add a header using the question identifier:

{{fields.Repeat_Group_1|headers}}

This will result in the following:

Free_Text_Question_1

Answer 1

Answer 2

Layout

As you can see, the default layout is to list the data vertically, but if you want the data brought in horizontally, you can specify that as a parameter:

{{fields.Repeat_Group_1|horizontal}}

This will result in the following:

Answer 1

Answer 2

Combining Parameters

You can combine these parameters together in a comma separated list as well:

{{fields.Repeat_Group_1|horizontal, headers}}

Free_Text_Question_1

Answer 1

Answer 2

Getting a specific repeat group by index

If you know which group of data you want from within the repeat group, you can specify it by a zero-based index as well. For instance, in the above example, specifying the following will only grab Answer 2:

{{fields.Repeat_Group_1[1]}}

This will result in only the 2nd entry showing:

Answer 2


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

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