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Protocol and Response with Excel

Updated 5 days ago
DDuque de Souza

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.

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1 comment
EErin Dwyer

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