How do I set up template to pre-upload folks info with necessary information in specific areas of the form?

@jcriollo - Extract another Sample CSV since you updated the template to confirm all the fields are there.   If that does not work, delete the fields not populating and create them again.  Make sure each field is assigned to a recipient, in your case Role 1.

Hi there. Still not working. I updated the data label to reflect what is on the CSV and deleted and added in and nothing. Any other workarounds?

@jcriollo - Did you download a new sample CSV?  Make sure you don’t have any validation settings enabled for that field.   So, it is working for all other fields but not those two?

So I was able to figure out the name portion but I could not figure out how to have the Session Title to be reflected in the checkboxes. Idea is to have the session title in the Excel be check-boxed with the one in the template. Can you explain how to do this? 

@jcriollo - What are you using for your Checkbox Values?

I made the checkboxes have the data label Session Title and the Checkbox Values the following: Uniting Forces, Trends Driving the Residential Solar Market and How to Adapt, How the Global Solar Energy Market Will Use AI to Optimize for Demand, Strategic Growth: Leveraging Transferability and Other IRA Incentives for C&I Expansion, Powering the Future: A Fireside Chat on Innovation and Solar for All. Each Checkbox Value is tied with those. 

@jcriollo - You could simply the Checkbox Value (Option 1, Option 2, etc.) for simplicity, since the document will include the information.  Unless you to use it in your Data Value extraction.  

I use it for Data Value Extraction. The thought would be for me to include the session name under Role 1::Session Title in my Excel sheet and then for it to pre-populate (check-off the box) the one that’s tied to it. How can I make sure it does this? 

@jcriollo - I know what the issue is.   For check boxes, you have to add a “X” for the value you want.  But each value has its own column.   You might be better off to make them Radio fields. 

To prepopulate recipient fields with data, enter the data in the bulk list columns as follows:

• Text or Note field: Enter the text.
• Drop Down field: Enter a valid value from the field's specified list of options.
• Checkbox field: Enter a capital "X".
• Radio field: Enter a valid value from the list of radio button values.

I am not understanding. Do you want me to set up my CSV with an X like how it is below? I put in the radio levels as well and it is not showing up. There are going to be instances where I have to choose more than one. Should I still use the radio labels?