Resources are files you can upload into your Device Magic account to reference and utilize during the Form Building process. For example, you can upload a list of email addresses as an Excel file to use as Select List question options. You could also upload an image of a floor plan to use as the background of a Sketch question or upload a product manual as a PDF file in an Attached File question for your team to reference while they are out in the field.
"Resources" has a bunch of new features that further enhance the ways you can use Forms.
These features are:
Keep reading to learn more about these features and how to use them.
The first step in setting up your Resources is clicking on the "Resources" button on the toolbar on the left side of your organization page.
This will take you to the Resources page, where you will be able to upload and edit your files.
Click "Upload File" and select the file you want to add to your forms. Add a description and then click "Upload". Once the page has reloaded, you will see the resource you've added.
Please note: If your resource file is very large, it may take some time to upload. In your Resource list, you will see that under "Status" it will show "Processing". When your resource is ready to be used, this will change to "Ready".
If you'd like to edit the resource, click the pencil icon to the far right. You'll then be prompted to choose the updated file. The option to edit the description is also available. When you're ready, click the 'Update resource' button on the right side of the page.
Now, go to your Forms page and either add a new form, or click the "edit" button beneath the name of a form that already exists. This will take you to the Forms Designer (it is here that you will set up the three Resources features in your form).
A few requirements for spreadsheet resources.
- For all columns which contain data, the first row can't have any blank cells.
- All values in the first row must be unique.
Articles on the new functions: