Add Spreadsheet/Matrix format to Forms
U
Urgent Rook
Our current inspection process requires us to document various details in a structured way, such as:
- Area: The specific location being inspected (e.g., kitchen, hallway).
- Characteristics: Key features or attributes of the inspected area (e.g., type of flooring, condition).
- Details: Any additional notes or observations (e.g., damage type, measurements).
To provide more context, I’ve attached a physical inspection report as an example of how we currently structure this data.
We currently manage this information manually in separate fields, but having a matrix where rows represent individual areas and columns represent characteristics and details would significantly streamline our workflow. The matrix functionality would allow us to input this type of information directly into the form, making it easier to organize, extend, and review.
It would also improve the clarity of our reports, especially for more complex projects involving multiple areas.
Additionally, it would be incredibly helpful if the matrix had the capability to add additional rows and columns as needed. This flexibility would allow us to adapt the form to projects of varying complexity and better accommodate the information we need to capture.
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Finneas Reich
Thank you for your feedback. We’ll keep this post open to gather more input from the community. You will be notified about status updates automatically.
Finneas Reich
Merged in a post:
Import & Export Forms
W
Walnut Bandicoot
It would be nice to be able to import and export forms so that they can be typed up outside of the magic plan interface and then later inputted/imported.
For instance if I wanted to have AI help me make a form from a template it would be way faster than having to manually type out each form field or even without AI I could use whatever markup you all decide to go with for importing and exporting and do some copy and pasting in notepad to make the fields much faster than manually using the form input UI.
Which leads me to an additional feature of duplicating fields but I will create another feature request for that.
Finneas Reich
Merged in a post:
Import data from Excel spreadsheet to form
I
Impressive Orangutan
Be able to add information to a form by uploading an Excel spreadsheet.
Finneas Reich
Thank you for your feedback. We’ll keep this post open to gather more input from the community. You will be notified about status updates automatically.
Bernd Wolfram
Merged in a post:
Ability to create tables for reporting
S
Stuck Starfish
We'd like to be able to create a table with color key for each room to be included in the project report. Attached is an example.
T
Tawny Bass
Tables for measurement values would be really great!
F
Fawn Kite
This is a great idea Starfish, we would like to use table for adding in certain readings from our moisture meters