The Scenario
Your quality assurance team is two weeks out from an external compliance review. The auditors want documentation of every question in every active DataScope form — field type, whether it's required, the exact label — so they can verify the inspection process covers all required checkpoints. You have 12 active forms. Nobody has ever exported this information programmatically. The closest documentation you have is a folder of screenshots from when the forms were first built.
The bad version:
- Open each of the 12 forms in DataScope's form editor, scroll through every question, and manually type each label, field type, and required flag into an Excel worksheet.
- Get through form 4, realize the auditors also want the question IDs for cross-referencing with submission exports, go back and redo forms 1 through 3.
- Finish the export at form 10, get a message that form 9 was updated yesterday and you need to redo it.
The compliance review deadline doesn't move. Transcription errors in this document would be worse than submitting it late.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to DataScope through its built-in integration and walks through every active form — retrieving the schema for each one without you opening a single form editor.
In Excel, get all forms from DataScope, pull the schema for each one, and build a FormSchemas table with FormName, QuestionID, QuestionLabel, FieldType, and Required columns.
What You Get
- A FormSchemas worksheet with one row per question across all 12 active forms.
- Columns: FormName, QuestionID, QuestionLabel, FieldType, Required.
- Forms sorted alphabetically; questions in their original form order.
- Any form that returned an error logged in a separate row with an error note in the FieldType column.
What If the Data Is Not Quite Ready
You need to include only active forms, not archived ones
Fetch all DataScope forms, filter to only those with a status of 'active', retrieve the schema for each, and write FormName, QuestionLabel, FieldType, Required, and QuestionID into the FormSchemas sheet — add 'STATUS UNVERIFIED' in the FieldType column for any form whose status could not be confirmed.
The auditors want each form's questions grouped with a header row between them
Fetch all active DataScope forms, retrieve each form's schema, and write results to the FormSchemas sheet — insert the form name as a header row before each form's questions, leave a blank row between forms, and include QuestionLabel, FieldType, Required, and QuestionID as columns.
You need to flag questions that appear across multiple forms
Fetch all DataScope forms and their schemas, write the full question list to FormSchemas, then add a 'SharedAcrossForms' column — mark 'YES' for any QuestionLabel that appears in more than one form's schema and list the other form names in the next column.
Full audit export: schema, question count, and coverage gap analysis in one pass
Fetch all active DataScope forms and their schemas. Write a full row-per-question table to FormSchemas with FormName, QuestionID, QuestionLabel, FieldType, and Required. Then write a second sheet called 'AuditSummary' showing each form name, total question count, how many questions are marked required, and flag any form with fewer than 5 required questions as 'REVIEW NEEDED' in column E.
Schema extraction and coverage analysis together — formatted and ready for the auditors.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook you're using for your compliance documentation, then ask it to pull every question from every active DataScope form into a structured audit table. Also worth reading: Pull All Field Form Submissions Into an Excel Workbook and the full DataScope integration guide.