Creating a large online form from a survey that used to be in an excel spreadsheet

Question

I am creating a threat classification online form for partners to fill out about their site. This form used to be in excel, but we want it online, so we turned to quickbase. These are two of my threats and the way we want to collect data about them.

I'm happy with how this user interface looks and I know it will capture the data I want, but I have 193 of these threats to create (grouped into 12 categories). I am looking for some help with the best way to organize my data (i.e., what would be the best way to break up the data since I am collecting 193 x 4 bits) and ways to create the form using some automation rather than manually. For example, is there a way to import my fields with the "text multiple-choice" type? Or is there a way to automatically switch a large number of fields to that?

Thanks in advance for any help you can offer!

Lisa

LauraThacker · Answer

For each Threat entry, I would create a child-table record attached to this parent-entry so that you have a more-reportable set of data which you can filter, group, organize and build summary data from. My fields would be [Threat #], [Threat], [Timing], [Scope], [Severity], [Impact], [Comments]. Then you can do reporting on individual Threat responses across all your entries.

You could build automations to create each child; or build a formula-text field to compile a dataset that can be used by a single webhook (my preference) that would fire on-save.

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