Hi everyone,
I am working on a project and we failed to properly assign the case properties of one registration form. I would like to know if it is possible to create new cases via Excel import with a reference to the form that was supposed to create them.
Best regards,
Cristian
Hi Cristian,
It is possible to create new cases via Excel import, however, the Excel import process does not directly reference a specific form. Instead, you map the columns in your Excel document to case properties that you want to create or update. If you're creating new cases, you need to map one of the columns to the case property called 'name', which will ensure that each case has a name. If you want to create a new case property, you can check 'Create new property' and type in the name of the case property. Note that creating a new case property via Excel import will only create the case property for the cases, it will not automatically create a case property under case management in the form builder.