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Most of our connectors are different in various ways depending on what systems they connect to and the functionality they provide.

However, there are also some common options that most connectors feature.

These are described below.

Add a Data Template

This option allows you to add a customised Word/Excel file for when data output is required to be in a specific layout.

For example, a layout based on existing paper-based forms that you may be currently using.

Upload a data template for outputting a file from this Connector. 

For PDF output, you can use a Microsoft Word (.DOCX) or Excel (.XLSX) file as the template. 

For Word or Excel outputs, provide a template of a matching file type. 

For all other output types, your template must be a plain text (.TXT) file. 

To learn more, see Outputting Data with Templates in our documentation.

Add a Run Condition

This option allows you to control when a connector runs in the event that a Form entry has a given value.

For example, you may have an Audit Form, which has a risk rating question with options like "Low", "Medium" and "High".

If the user answers the risk rating as "High", then you want an email to be sent to a supervisor for followup and action.

An example formula: {{riskRating}} = 'High'

Add a formula that calculates whether or not this Connector should be run when a form entry is submitted.

Use the hammer icon to launch the Formula Builder and build a formula that gives a true/false result.

To learn more, see Creating a Formula in our documentation.

Common Settings Overview

The table below provides a comparison of common settings for our Form Connectors