Account Level Integrations

Overview

Set up your account to leverage the various FastField integration options. Go to the Account section of the Portal to configure your form submission destination types, form submission format types, and other related settings.

You can also explore the multitude of third-party integrations through Zapier.

Form Submission Destination Types

Setting	Description
FastField Vault (Default)	This is the default destination. When chosen, all forms will be stored in the FastField data vault.  Note: When choosing this destination type, form submission data can only be processed in JSON format.
FTP	Use this destination to send form submissions to your FTP server.
SFTP	Use this destination to send form submissions to your SFTP server.  Note: When choosing this destination type, your server must be set up to use the SSH File Transfer Protocol.
Email	Use this destination to have form submissions sent to one or more of your email addresses. To send to multiple email addresses, separate each with commas (,).

Note: When using the Email destination, you can set merge tags for form fields into the email subject and body when you configure form integration. The following meta-data fields are currently supported: FormName, UpdatedAt (created date), UserName (created by), SubmissionId (unique submission id). Any top-level (non-subform) fields can also be merged into the subject and body. Learn more about our supported field types.

For example, in the email subject field, use the following string to have the form name, submission date, submitter, and a custom field on your form (employeeid) merged into the email subject (notice bracket syntax):

[FormName] was submitted on [UpdatedAt] by [UserName] (Employee ID: [employeeid])

HttpPost	Also known as Direct Post, you can use this destination to have form submissions sent to your private HTTP Restful service. See the Form Submissions to Custom Endpoint section for details.
AWS S3 Bucket	Use this destination to send your submission data to a custom Amazon S3 Bucket. You will need to enter your: Access Key Secret Key Bucket Name Region

Form Submission Format Types

Setting	Description
JSON (Default)	This is the default format. When chosen, all forms will be sent in JSON format.
PDF	Use this format to send form submissions data in Adobe PDF format. FastField provides a generic PDF format that will be used when formatting submission data as a PDF document. FastField also supports custom PDF reporting, which will be used instead of the generic PDF format when available.
Excel	Use this format to send form submissions data in Excel format. When form submission data is sent in Excel format, subforms and multi-photo data will be included in separate Worksheets in the same Workbook (file) as the root data.
CSV	Use this format to send form submissions in CSV format. Note: When form submission data is sent in CSV format, no subform or multi-photo data will be sent, so avoid using these on your forms if you choose to use CSV format.
XML	Use this format to send form submissions in XML format.
Word	Use this format to send your submission data in a Microsoft Word document.
Zip	Use this format to send your submission data in a Zip file.

 

Overriding Account-Level Integrations

Each form can be configured to override the various account-level integration settings. This gives you the flexibility to change the integration options uniquely between each form you set up in FastField.

 

To override the account level integration settings on a form:

1. Open the Configuration screen for that form
2. Select Advanced.
3. Go to the Integration tab.
4. Set any integration options as needed, then Save.