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How To Link Schedule Data To Indio Forms
How To Link Schedule Data To Indio Forms

Easily pull information from workbooks into your forms

Indio Communications avatar
Written by Indio Communications
Updated over a week ago

How To Link Schedule Data To Indio Forms.

Agency Management System:

This feature will help you save time and eliminate any human error when needing to add schedule data to a form.  

How does it work: 

  1. When you select a form that requires data from a schedule workbook you will see an option to "Select Existing location". Choose this option. 

  2. The schedule workbook associated with the question from the form will populate.

Select each line item that is needed (the checkbox will fill in).
Select "Done" on the upper-right when you are ready to upload the data to the form. 

  3.  The data that you have selected will now be pulled into your form. 

The schedule data will also be mapped to any other form that is requesting the same information. 

Still have questions?  Feel free to chat with our support team using the chat feature located in the bottom right-hand corner of the platform or email

Note: The Indio Technologies platform is most optimized on the browsers such as Google Chrome or Firefox. If you use Internet Explorer there may be limited functionality as a result.

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