Automatic form filling-in with data from CSV file
You can fill the form in manually, by typing the data, but you may also fill
the form in automatically, by importing the necessary data from a CSV
file. This
is a convenient way to fill in many forms in one process. In order to perform the
automatic import, the form fields and the CSV file column must be connected.
Automatic connection requires the names of the forms fields and the respective
CSV file columns to be the same. You may then print the filled-in forms or save
them as images.
Note. Any database or Excel worksheet may be saved into a CSV file.
To fill the form in automatically from a CSV file:
- Select the Data Import Wizard item in the File menu.
- Select the CSV file with the data to be used and click Next.
- To specify in what form field to input what data from a CSV file
column, you must set up the connections between the form fields and the CSV
file columns in the Linking dialog: just select the form field in
the Form fields list and a CSV file column in the CSV columns and click the
Link button. The selected pair will be displayed in
the Linked fields list.
Note: If the form fields and the respective CSV file columns have the
same names, you can just click the Automatically button.
- Click Next.
- If the data to be imported contain dates or checkmarks, you must specify
the values of the Checkmark field (what characters or character
combination is equivalent to a checkbox that is "checked", and what
is equivalent to "not checked")
and the date format in order to have them processed correctly. You can do so
in the Input formats dialog in the Checkmark field values in
imported CSV
file group: just enter the needed values in the "ON" values
and "OFF" values items and click Add. The list
of values will be updated with the newly entered values. To delete
a value from the list, select the value and click Delete.
The date format is specified in the Date format in imported CSV file
group.
- Click Next. The Output dialog will open.
Specify the following in the dialog:
- If the first line of CSV file contains the names of fields, select the
List with header row checkmark in the Header row group.
- Select the data input mode:
- Print filled forms.
In this case the forms are filled in and printed out; no saving takes
place.
Note: We advise you to set up the printing options before
clicking Next, just click the Print Setup button.
- Save the filled out forms to files.
In this case the forms
are filled in and saved into the folder specified in the Save In
field. You can open the saved forms and edit them in FormFiller.
- Save filled forms as images.
In this case, the forms
are filled-in and saved as image files of *.tif format. The folder in
which the images are saved is specified in the Save In field when
you click the Browse button.
- Click Next. The Result window will open. It will list the
names of the created form files and the import errors and warnings, if there
were any.