Integrate a CSV/Excel file in your Form
1. Create the Form
Home Screen ➜ Settings ➜ Forms ➜ Click +NEW FORM ➜ Give a relevant name to your Form in Form Title (e.g. Metal products) ➜ Click Ok.
2. We want to import multiple values from our CSV/Excel file, so we will add Dropdowns in our Form:
Click +ADD FIELD ➜ From Values click the Dropdowns’ “+” ➜ Close
If you want to import more values from you CSV/Excel file, click the “+” button from Dropdown multiple times. In our example we added 6 dropdowns – 3 for values from an Excel file and 3 for the values from another Excel file.
3. Import values from your file in the Form
A. Select the first Dropdown (when selected, the Dropdown field has a blue background)
B. From Info ➜ Description ➜ Give your Drowdown a relevant name (e.g. Product).
C. From Properties ➜ uncheck Reset with new image.
D. From Import Values from ➜ Select CSV/Excel ➜ Click Import.
E. After you opened your Excel in the app ➜ Select the column to import (e.g. Product) ➜ Click Ok.
This is how you import a value form your CSV/Excel file in the Form. You can repeat the process for each value you need from your file/files.
In our example we added Product, Size and Length from an Excel file and Client, Phone Number and Company name from another Excel file.
Sync the imported values in the Form
When you sync the imported values in the Form, you won’t have to manually adjust every value when counting. This feature also comes in help when you have values from multiple files integrated in your form and you want them to sync together or separately.
4. In our example, we want to sync Product with Size and Length. In this case, we will:
A. Select the first dropdown (e.g. Product).
B. From Properties ➜ check Sync in Form.
C. Sync Group ID will appear under Import Values from ➜ add a Group ID (e.g. 1).
D. Repeat the process for the other Dropdowns. (e.g. Size and Length).
Every Dropdown that has Sync in Form checked and a Group ID added, will sync in the Form in the counting process. You can give different generic Group ID’s for each values you want to sync.
5. We also want to sync in our form the values Client, Phone Number and Company Name, without interfering with the group of values synced above, at point 4.
A. Select the fourth dropdown. (e.g. Client).
B. From Properties ➜ check Sync in Form.
C. Sync Group ID will appear under Import Values from ➜ add another Group ID (e.g. 2).
D. Repeat the process for the other Dropdowns left. (e.g. Phone Number and Company Name).
Now we made sure that the first three dropdowns (Product, Size, Length) have the Group ID 1, and the rest of the dropdowns (Client, Phone Number, Company Name) have the Group ID 2 - we are ready to use out form in the counting process.
Don’t forget to Save & Exit ➜ Save again after you created and customized your Form.
Export settings
6. If we want to export in a CSV file all the counted results with the imported data:
A. Click Settings.
B. From the left side of the Settings Window, click CSV/Export.
C. Make sure that you have your Form selected in Add Items From Forms field. (e.g. Metal products).
D. From Form Items field ➜ check Use All.
E. Click Save.
Use the Form in the counting process
7. Count from a photo with Square Tubes
For this example, we added and synced 3 values from an Excel file (Product, Size and Length), and then we added and synced other 3 values (Client, Phone Number and Company Name) from another Excel file.
A. Open your photo.
B. Make sure you have the right Counting Template selected for your type of items.
C. Open the Form Filler (clicking the small arrow from the right side of the screen)
D. Select your Product (e.g. Square Tubes).
E. Select the Size (e.g. 9/16). The Length will change automatically based on Size.
If you have multiple lengths for the same size of the product, you will have to manually choose the length. The available lengths in the Form Filler are the ones that match with the selected Size.
F. Select the Client (e.g. Jhon D.). The Phone Number and Company Name will be changed based on Client automatically.
G. Click Count.
H. Click Save.
Now we will repeat the process for the other types of products imported, using the sizes and the lengths relevant for us and adding the clients’ info.
8. Count from a photo with Rebars
A. Open your photo.
B. Select your Product (e.g. Rebars) and the Size (e.g. # 8(25)). Manually add the Length if needed.
C. Select the Client (e.g. Elowen H.). The Phone Number and Company name will automatically update.
D. Click Count.
E. Click Save.
9. Count from a photo with Angle Bars
A. Open your photo.
B. Select your Product (e.g. Angle Bars), the Size (e.g. 2 x 2 x 1/4).Manually add the Length if needed.
C. Select the Client (e.g. Vaelen J.). The Phone Number and Company name will automatically update.
D. Click Count.
E. Click Save.
10. Count from a photo with Round Tubes
A. Open your photo.
B. Select your Product (e.g. Round Tubes), and the Size (e.g. 3/4). Manually add the Length if needed.
C. Select the Client(e.g. Quillon A.). The Phone Number and Company name will automatically update.
D. Click Count.
E. Click Save.
11. After we finished our counting process, click on the Green Saved button.
12. Open the generated CSV file.
13. Here we have all the counted results and the additional data of the counting process.
Para obter mais informações, entre em contato com nossa equipe de suporte em
support@CountThings.com.
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