Common Connector Settings

Most of our connectors are different in various ways depending on what systems they connect to and the functionality they provide. However, there are also some common options that most connectors feature.

Common Options

• Add a Data Template (Customize Output)
• Add a Run Condition (Conditional Trigger)
• Clone Connector
• Additional Options
• Expand/Collapse Connector Settings
• Enable/Disable Connector

Add a Data Template (Customize Output)

This option allows you to add a customized Word/Excel file for when data output is required to be in a specific layout.

For example, a layout based on existing paper-based forms that you may be currently using.

Upload a data template for outputting a file from this Connector. 

For PDF output, you can use a Microsoft Word (.DOCX) or Excel (.XLSX) file as the template. 

For Word or Excel outputs, provide a template of a matching file type. 

For all other output types, your template must be a plain text (.TXT) file. 

To learn more, see Outputting Data with Templates in our documentation.

Add a Run Condition (Conditional Trigger)

This option allows you to control when a connector runs in the event that a Form entry has a given value.

For example, you may have an Audit Form, which has a risk rating question with options like "Low", "Medium" and "High".

If the user answers the risk rating as "High", then you want an email to be sent to a supervisor for follow-up and action.

An example formula: {{riskRating}} = 'High'

Add a formula that calculates whether or not this Connector should be run when a form entry is submitted.

Use the hammer icon to launch the Formula Builder and build a formula that gives a true/false result.

To learn more, see Creating a Formula in our documentation.

Clone Connector

Duplicate the connector and its settings adding it to the list of connectors. Useful when a similar connector is needed that has various settings requiring minor tweaks.

Additional Options

View all/additional connector options.

Expand/Collapse Connector Settings

Expand or collapse the connector's settings from displaying. Useful when configuring a pertinent connector amongst numerous.

Enable/Disable Connector

Temporarily disabled the connector for testing purposes. Useful when testing new or improved form functionality and you'd prefer not to push data out at the same time.