Document Builder Issue

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maltaee
maltaee ✭✭✭✭✭

Hello,

How can I map the dropdown selections into the template builder? It doesn't show me that as an option.

e.g., PHI has Yes and No in SS form but it doesn't show that in the doc builder, so I won't be able to map that into the PDF template.

Any idea on how to overcome that?


Best Answers

  • Samuel Mueller
    Samuel Mueller Overachievers
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    @maltaee Yes, you can only map one column to one field, you can not map options within a column. Since your question is split out to two fields you need two columns.

    You could change your form to combine the yes / no into one field instead and remove the text yes and no, and then if someone selects yes it will show yes, or someone selects no it would show no. But the way you currently have your form you would need two columns.

  • Samuel Mueller
    Samuel Mueller Overachievers
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    @maltaee how does it show up on your sheet? Is the the name, or is it email?

    IF it's showing up on the sheet as a name and the mapping is turning it into an email, you may need a text/number helper column to turn the contact into plain text.

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