Databases: Viewing and Creating Databases

Creating a Database

Databases are commonly used to store a list of data that you would typically be storing externally in a spreadsheet (such as a Provider Referral List). Databases can be used for Form Questions to auto-populate certain values.

• On the first page click the Plus Sign on the top right-hand corner
• Name the Database
• Click Add Field this allows you to select which columns should be in the database
• The Data Types for database entries are
  • Text: Free text
  • Text Long: Long free text
  • Test List: Separated list of values
  • Number: Numerical value
  • Address: Address
  • Multiple Select: Select from a structured list
  • Email: Accepts email values
  • Phone: Accepts North American phone numbers
• Required: The value must be entered for new entries
• Hide from Table: Creating a new entry will ask for this, but it won't be visible on the table itself
• Visible for Roles: Specify if only certain roles should be allowed to view the database
• Click Save

Viewing a Provider Database

• To manually add data to a new column, click the Plus Icon on the top right hand corner
• To add new columns to an existing database click the Pencil Icon on the top left hand corner

Updating existing Database Records and importing via CSV:

Using a CSV you can import new records or update existing records. If you're updating existing records it is important that you do not delete the ID column after downloading a list of existing records.

To Download and Update Existing Records:

• Click the checkbox next to the rows you would like to download
• Click the Filled in Cloud Icon 
• Edit the CSV without removing the ID column
• After you're done, click the Cloud Icon and re-upload the CSV

To download the CSV Format for New Records:

• Click the Cloud Icon
• Click Download an Example