Mastering DataSources: A Comprehensive Guide

Reference existing datasets directly within your Templates and Forms

Looking to simplify how information is entered into your digital forms? GoFormz DataSources are a powerful feature that can drastically streamline data collection and ensure form accuracy. Whether you're using a client intake form template or managing digital patient forms, DataSources allow you to automatically populate fields with information pulled directly from your database, ensuring accuracy and saving valuable time. In this blog, we’ll walk you through how DataSources work and share three quick videos to help you get started.

Part 1: Creating a DataSource

Discover how to create or upload a spreadsheet with your business data and seamlessly import it into your GoFormz account, making it faster and easier to populate your mobile forms with accurate information.

Part 2: Auto-Populating Fields

Take your form-building skills to the next level with part two of our DataSources series. This GoFormz feature allows you to effortlessly auto-fill form fields using data from a spreadsheet—reducing manual entry, easing the workload on your team, and ensuring your forms are completed quickly with accurate, up-to-date information.

Part 3: Option-Filtering

Accelerate your form-filling process by using DataSources to automatically display a filtered list of options in your Database Fields. This feature streamlines your forms, reduces manual input, and makes it quicker and easier for users to complete each form accurately.

Customer Use Case Examples

ServiceMaster

ServiceMaster relied on handwritten notes and after-the-fact photos to document services, making it difficult to bill for completed work accurately. ServiceMaster needed a digital data capture solution that allowed users to digitize their existing forms and insurance-provided documents.

Utilizing the Google Workspace integration and GoFormz automations, ServiceMaster teams can now automatically route data to specific Google Sheets and job folders, instantly populate form fields with highly accurate information pulled from databases using a DataSource, and capture data offline in remote locations. Learn more here >

“We’ve been able to use DataSources to populate fields which has been probably the most important feature to us.”

— Chris Ivie, Vice President of Operations, ServiceMaster by Cornerstone

A-Lert Construction Services

A-Lert Construction Services needed a digital form solution to streamline quality control documentation processes and simplify data entry demands.

Leveraging GoFormz integrated with SQL, OneDrive, and SharePoint, A-Lert Construction Services streamlines its data flow with the help of DataSources, eliminating manual tasks, saving time, and establishing a centralized point of data entry. Learn how here >

“The forms can also pull in data and complete calculations directly on the form. It’s all tailored to each person completing the form. So, depending on that user input code requirement, it’ll send you down a different path that mimics the code.”

— Richard Mitchell, Director of Quality, A-Lert Construction Services

Ready to get started with GoFormz DataSources? Whether you want to streamline the form-filling experience or eliminate data entry errors, explore how GoFormz can revolutionize your procedures and streamline your processes to thrive in the modern landscape.