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Renaming Question "Fields" for organization, export?


Greetings,

I’m new to Typeform and have a question about the umm.. questions and corresponding identifier/field names. When building out logic, many questions seem cut off in the logic tree, making it hard to know what’s what. If we’re creating some redundancy in questions (individual vs. couple for example but with similar questions), there seems no way to rename the sections for easier orgnanization. Rather than it show the full question (ex, “what is your first name”), can we not change it to “First Name”? 

 

Second, if we can’t change the naming convention/fields, when we export files, it seems we’ll have quite a dumpster fire on our hands, trying to organize things, wasting alot of time converting “what’s your first name?” to first name, etc. 

 

Any guidance would be much appreciated.

 

3 replies

john.desborough
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  • 5257 replies
  • September 1, 2023

@Brian A - you might want to use question groups to bundle sets of questions together - for example for individual A, individual B and Couple could be 3 question groups with the same questions inside.. 

as for converting the data, suggest connecting the file to a Google Sheet so all the questions/responses are loaded into the primary tab - including the long descriptive text of the questions and the answers

create a second tab and rename the column headers to whatever you want. then use the arrayformula() function to pull every new row into the second tab…. that will bring every new row of data added to the sheet into the second tab automatically. I do that for merging data into templates for generating pdf documents for distribution. 

yes it takes a little effort to set up but makes it much easier to manage the data that way.. AND you have the added bonus of all the data outside of Typeform (a backup if you will) in case you change questions and inadvertently have data deleted (this happens when you don’t make a duplicate of your form before you start to make changes - from experience and pain i know this lol)

 

des


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  • 4 replies
  • September 1, 2023

Thank you John for your thoughful reply.

On the question groups, I have those already, but as part of the logic, I have one branch for individual use, and one form for joint use. I have to name the group names and then it populates in the form itself that way. But it’s the questions. It seems that there is no way to create a nickname/convention for the questions for easier navigation and identification. The current form is “fine” but if you are in essence asking a similar question for different branches with subtle differences due to path, it makes it tough without additional identifiers. But I’m new, and have much to learn.

That said, so I understand regarding google sheets, do you build out the questions in google sheets as well (if so, I like it) and feed into TF, or do you build out the questions in TF and then have them feed over to sheets? I have hundreds of questions build out in sheets (also in airtable) and it would be awesome if that could feed in.

If that is not what you are saying, then it sounds like we can have data feed into sheets from TF and we can then convert it to something of our liking.

It would be cool if we could do some type of mapping so that the fields in the typeform format automatically know where to go in the google/CRM format (objects). The end goal is to import data from sheets/excel into CRM, but that too requires mapping. Gotta figure out automation to save sanity. 

 

Thank you again.

 


john.desborough
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  • Certified Partner & Champion
  • 5257 replies
  • September 1, 2023

@Brian A - no need to build out the questions in the google sheet - use the Connect menu option at the top of the Builder and you can choose the native integrations (connections) to Google Sheets and othes. 

when you do that, and follow the 3 or 4 steps to activating the connection o to the sheet, typeform will create the sheet with the questions as they are as the column headings

i suggest entering one set of dummy data into the form and submitting it so that you can see that the data flows into the fields logically… ir name of individual 1 could be entered as ‘Ind 1’ etc.. so that you can be sure of the sequence. 

you might find your crm  listed in the applications to which typeform is already connected - you will have to walk through the mapping exercise to be certain that all the fields can be mapped but once that is done.. 

 

 


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