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Updated 3 months ago

Protocol and Response with Excel

At a glance

The community member is looking for a way to create a simple protocol query form that retrieves data from an Excel table with "Protocol" and "Response" columns. A community member responds with a detailed recommendation, suggesting the use of two advanced features in Team Forms: data sources (to connect the Excel data to the form) and calculated fields (to automatically populate a field based on the user's input). The community member recommends watching YouTube videos on these topics before attempting the recommended steps, which include setting up the Excel file as a data source, adding a SharePoint data component to the form, and using a JavaScript expression to populate the "Response" field based on the user's input in the "Protocol" field.

Could someone give me the path on how to make a simple protocol query form by querying a table in Excel? The table would only have Protocol and Response. Enter the protocol and I will show the corresponding response.

Marked as solution

Hi Duque,

Although this sounds relatively "simple", to achieve this you would need to rely on two more advanced ideas within Team Forms. These two ideas are data sources (to connect excel data to your form) and calculated fields (to automatically populate a field) based on some logic. I recommend watching out YouTube videos on these two topics before attempting my recommendation below.

  1. Setup your Excel file as a data source

  2. Drag and drop a SharePoint data component into your form and link it to the excel data

  3. Drag and drop a text area into your form and label it Protocol

  4. Under the data tab add the follow JavaScript expression under the calculated field section. Note that you will need to adapt this expression for your specific form.

    JavaScript
    value = data.protocol.response
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1 comment

Hi Duque,

Although this sounds relatively "simple", to achieve this you would need to rely on two more advanced ideas within Team Forms. These two ideas are data sources (to connect excel data to your form) and calculated fields (to automatically populate a field) based on some logic. I recommend watching out YouTube videos on these two topics before attempting my recommendation below.

  1. Setup your Excel file as a data source

  2. Drag and drop a SharePoint data component into your form and link it to the excel data

  3. Drag and drop a text area into your form and label it Protocol

  4. Under the data tab add the follow JavaScript expression under the calculated field section. Note that you will need to adapt this expression for your specific form.

    JavaScript
    value = data.protocol.response