Changing Data Field Excel IDs

Editing the Excel ID for a custom data field changes the header that will show up for that data column in your downloaded transaction reports.  This will change the Excel ID for data entered in the field for past transactions as well, so your report will contain all data entered into this field in one column with the new Excel ID.

To Edit Data Field Excel IDs

To make a form Live from the client manager, you must edit it using the form Editor.

1

Navigate to the Forms Summary list and click the edit icon for the form you wish to edit.

2

In the editor's left panel menu, click 'Custom Fields.'

3

Click the field for which you wish the change the Excel ID

4

In the last text box field in the editing interface, labeled "Excel ID," enter the new Excel ID for the field. 

5

At the bottom of the panel, click 'Update.'

6

Click 'Save All Changes' to publish your edits to the form and close the editor.