Manage Form Submissions

Modified on Wed, 9 Oct at 9:35 AM

TABLE OF CONTENTS


Manage Submissions Overview

Submissions are captured when a Formstack Form is completed and submitted. The data is stored within the form’s database and accessible from the form’s submission table to view and manage.

 

View submissions

From the form builder, select the Submissions tab to view the captured data.

Screen Shot 2023-06-06 at 9.57.33 AM.pngNOTE: Request access with your team’s admin user if you are unable to view the Submissions tab.

 

 

Submission types

From the form’s submission table, you may view different submission types:

  • Bold text indicates that the submission is not read
  • Normal text with a grey background indicates that the submission has been viewed
  • Starred submissions indicate that the submission has been favorited
  • Red text represents that the submission has a failed integration

    From the submission view dropdown, view all, read, unread, favorited, or custom-filtered views of a form’s submission data.

    allsubmissionsdropdown.png


    Mark submissions read, unread, or favorited by checking one, some, or all and choose the desired action under Mark as.

    markas.png

 


 

Submission data display

Choose the data displayed under the Table settings.

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Here, using the drag-and-drop tool, order the available form fields and internal values like the IP Address, Browser, and Unique ID to display.

Screen Shot 2023-06-06 at 10.02.26 AM.png



 

Search submissions

Utilize the search bar to search by keywords or a specific entry.

Screen Shot 2023-06-06 at 10.13.09 AM.png


Or search for submissions that fit more than one criteria by creating a custom filter.

 

Create a submission data report

From a form’s submission table, select Create Filter to create a unique filtered view to manage.

Name the filter and choose up to five criteria that the report must match exactly or have any of the criteria apply from the New Filter dialogue box.

Screen Shot 2023-06-06 at 10.15.10 AM.pngOnce saved you can take the following action on the filter:

  1. Select Export All to view the submissions within the filter outside of Formstack.
  2. Create a scheduled export using the filter as the criteria.
  3. Edit the filter if the criteria change.


 

Sort submissions

Use the available columns' sorting arrows to arrange submissions by ascending to descending or descending to ascending order, or narrow the data by searching or filtering to sort a subset of the data.

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Import or export submissions

Import submissions

If you previously collected data on a different form, you can import submissions by selecting Import data and uploading a .CSV file.

NOTE: Include the name of each field in the first row.

 

Export submissions

While you can export filtered views of submissions, you also have the option of bulk exporting all submissions from Export All and choosing the file type. Optionally, select one or more and choose Export then the file type.

 

 

Share submission data

Optionally, share filtered submissions via a unique URL from the Sharing tab. Choose what you would like to share: Charts, Tables and Charts, or Everything.

sharing.pngsharingoptions.pngThe Submission Table will then reflect the sharing preference:

sharingpref.pngTo turn sharing off, select the Share icon and select Sharing Off from the dropdown options.

View more on sharing submissions here.

 


Delete submissions

Whether you need to remove submissions to free up space or remove duplicate submissions, you can delete submissions directly in the Submission Table.

Check one or multiple submissions and select Delete from the table’s options.

Screen Shot 2023-06-06 at 10.26.14 AM.png






Charts can be created to display the submissions made to the Dropdown List, Checkbox, Radio Button, Matrix, and Number fields.

To view and manage your charts, navigate to your form's Submissions tab and click on Charts from the available tabs.

charts.png

NOTE: For security purposes, the Chart functions are not available on encrypted forms. 
 

blank charts.png

 

If you have not added any charts yet, click the Select Fields button to view and choose available fields to begin charting. 

NOTE: Not all chart types are available for all field types. Fields that cannot be used to create charts will not show up in the list.

Or if you do have charts displayed, select the Choose Fields option to manage which fields you'd like to have associated charts for. 

 

Chart Actions

Screen Shot 2022-12-20 at 2.23.26 PM.pngEach chart contains three components to change and manage at an individual level: 

  1. Size: Adjust a chart to the default width (two-column width) or full page width. 
  2. Type: Change an individual chart type to a horizontal bar, vertical bar, or pie chart. 
  3. Export: View the individual chart in full screen, print the chart, or download as a PNG, SVG, or JPEG.
    1. NOTE: Right-click the main Charts page and select Print to make copies or save as a PDF. The page orientation and zoom may need to be adjusted.

To share a link to your charts, and other submission data, select the Share button from your Charts tab. Here, turn on sharing to generate a link to copy and share out with others. 


Screen Shot 2022-12-20 at 2.29.27 PM.png



Export Submission Data

Within your Formstack form, you can export all submissions, all data since the last download, or manually choose what data to export. 

Export all submissions

Export all submissions from a single form to filter outside of Formstack. 


Step 1: From the form's Submission tab, select Export All and choose the file type: 

 

exportall.png


Step 2: Once you select your Export type, confirm from the dialogue box: 

Screen Shot 2023-06-05 at 8.49.10 AM.png 
Step 3: View and export the file under the Export Submissions dropdown: 


exportingsubmissions.png

 

 

 

 Export some submissions

If you only want to export a subset of submissions, you can manually select submissions individually, utilize the submission table's search bar, or filter by read or unread to export.

Step 1: From the form's Submission tab, choose how to filter your submissions. 

  1. Use the search bar to find keywords
  2. Use the default filters: Read or Unread to update the view
  3. Select Create Filter to make a custom filtered view
    1. NOTE: Similar to Conditional Logic, you may choose All or Any criteria options within the filters.
  4. Manually check submissions 


Step 2: Select the Export All checkbox to mark all submissions.

NOTE: This step is not required if you manually checked submissions.

Step 3: Select the Export button and choose the file type:

Screen Shot 2023-06-05 at 9.15.35 AM.png

 

Step 4: Once the export is processed, the file type will populate in your computer's downloads.

NOTE: .CSV files should be opened with UTF-8 in Excel to view special characters.



Search for Data in Submissions

View a subset of information within your form’s submissions. 


Search for submissions

Within your form’s submission table, utilize the search bar to view specific submissions within your submitted data.

Screen Shot 2023-06-05 at 1.40.12 PM.png



NOTE: For security purposes, you cannot search encrypted data aside from the Unique ID.


From the submissions that contain your search word, use the sort function on the submission table’s columns to move the data:


ezgif.com-video-to-gif (3).gif

 


 

Search by filter

You can also search by a custom filter. Similar to conditional logic, you can choose to populate data that fits all or any set criteria.

From Create Filter, configure the filter with a custom name and up to five criteria:

filter.jpeg

 

Once the unique filter is saved, use the sort function on the submission table to move the data:

ezgif.com-video-to-gif (4).gif



Create Reports from Submission Data

Create custom reports using the captured submission data. 


 

Create a report

Step 1: From a form, select the Submissions tab and click Create Filter.

Screen Shot 2023-06-05 at 10.57.55 AM.png


Step 2: Configure the report with a custom name and add filters:

Screen Shot 2023-06-05 at 11.02.00 AM.png


Similar to conditional logic, decide if you want criteria to fit all or any of the filters. Here you can add up to five filters.

Step 3: Select Save and Search.

After you have created your report, the report will be listed in your report drop-down menu. You can edit your report at any time by clicking the Edit Filter button.  If you'd like to see all of your results in a report (which makes it easily viewable via the Charts feature), click "Columns" and then "Check all Columns." 

Step 4: Utilize the submission table to view the custom filtered report or select Export to download the data. See more on exporting data.  




Share Form Submission Data

From your form's submission table, you have the ability to share viewable charts, tables and charts, or all data with an audience.

Step 1: From the Submission Table select Sharing: 

 

Screen Shot 2023-06-06 at 11.19.49 AM.png


Step 2: From the dialogue box, choose what you would like to share:


If you choose to only share charts, individuals will not have access to the data table or any data not displayed in the charts. The option to share only the data table and charts is a "limited sharing" option and will not allow individuals to see or access data not shown in the shared data table and charts report. To share all our existing data and charts, choose Everything.

 

Step 3: Once you choose your share level, click Done. The Submission Table will include that sharing is turned on:

Screen Shot 2023-06-06 at 11.22.59 AM.png



Step 4: Click Share Link or RSS Link.

The public URL will automatically be copied to your clipboard to share within or outside your Formstack organization. By default, the RSS link can be used in RSS readers and will display the 10 most recent submissions that are entered into the submission table.



TIP: To display more than the 10 most recent submissions in the RSS reader, change the limit to show 1 to 100 submissions by adding &limit= and then a number between 1 and 100 to the end of your RSS share link.



Time Zones on Submissions

Customize the time zone for a form's submissions to display with your preferred time zone.
From a form's Settings page, navigate to the General tab and choose a zone from the dropdown options: 


Screen Shot 2023-06-06 at 1.08.33 PM.png Optionally, select the time zone on your user profile to apply to any new forms created.



Submission Metadata

Submission Metadata, or data collected that provides information about the form submission, can be viewed in an individual submission.

To see the metadata, open up a submission from the Submission Table and select Submission Data:

Screen Shot 2023-06-06 at 3.49.24 PM.png


Screen Shot 2023-06-06 at 3.49.40 PM.png


Here you can view metadata including: 

  • Date submitted: This is the date and time that the submit button was pressed to send the submission. 
  • Browser: This contains the browser version and operating system for the device the form was accessed.
  • IP Address: This is the location address assigned to the device and network used for the internet connection. This featured data cannot be turned off or passed via integrations or webhooks. 
  • Location: This is the approximate coordinates for the location. The location is based on an open-source library of IP locations; Formstack is limited to using the data we receive from the location data. The IP addresses can be inaccurate because it uses the closest internet hub to where the end user is located.



Import CSV Data into Form Submissions

If you have data in a CSV file, either exported from Formstack or from another source, you can import that data into your Formstack form database. Here's how!

NOTE: You may not import submissions for workflow forms. 


Step 1: Navigate to the form's Submission tab and select Import Data.

Screen Shot 2023-06-06 at 4.17.26 PM.png


Step 2: Drag and drop or choose the CSV file to be uploaded. The CSV file with the name of the field in each first row:

Screen Shot 2023-06-06 at 4.32.12 PM.pngStep 3: Map the form fields to your uploaded CSV file. The available form fields will be available to drag and drop to match the CSV columns.

Screen Shot 2023-06-06 at 4.35.52 PM.png

 NOTE: The submission date and time will have the same timestamp for imported submissions. These cannot be altered. 

Step 4: Select Save Import to save the submissions into the submission table.

Screen Shot 2023-06-06 at 4.41.52 PM.png



Advanced Multi-Step Form Approvers

The Form approvals feature allows Account Admins to setup "Approvers" with the ability to approve or deny submissions. When an end user submits a Form, the Approvers will be notified via email so they can review the submission and approve or deny and add notes for their team regarding the status of the submission. You can read more about the basic approval functionality here , but this article will go into the advanced, multi-step approvers.


Multi-Step Form Approvals


You can add an approval series to your submissions. For example Route first to Amy for approval/denial; then to Jessica for approval/denial if Amy approves; and so on. If a denial occurs, the submission stops at that person in the process.

To add multi-step approvers to your submissions, add your first approver under the Settings > Approvals tab of the form. Then, click Add Multiple Steps.


 

This will bring up the option to add the additional approver(s) in the flow. The submission will only be emailed to approver(s) in step two after they are approved by the approver(s) in step one; however, the approvers in sequential steps can still approve the submission from within the app. After the approvers in step one approved, the approval email will be sent out to the approvers in the next step. If an approver from a sequential step approves the submission before previous approvers, the status will still be pending until all approvers have approved.


 

If you set up multi-step form approvals and add logic to the approver on step one, but that logic never gets met, the submission will skip step one in the approval and move on to step two. So, this is a good way to have specific submissions routed to different approvers based on set criteria/logic, but only allow approval or denial of that specific submission by the set approver.

 

 

Skipping Form Approvers

If you have multiple Approvers on a Form, the Form/Account Admins have the option to skip an Approver when needed.  To activate a Skip, go into the Form > Submissions tab > click the Submission in question.  Under the Approval status in the upper-left corner of the Submission, click the approver you would like to skip and click the "Skip" option to remove them as an Approver from the individual Submission.

 

 

 

Frequently asked Form Approval feature questions:

 

Q: If one person denies an Approval on a submission, will the whole submission be denied?

A: Yes, in order for a Submission to be marked as Approved, every Approver MUST individually approve the Submission.  

 

Q: Once a Submission has been approved by all Approvers, can it be undone?

A: If all Approvers have approved a Submission then the status is set and we do not have a way to undo or reverse the status.  If the Submission is waiting to be approved by other members of your team, then you can change the approval status, as the submission is still in a "pending" mode.

 

Q: Does an Approver need their own Formstack account?

A: Yes, all Approvers must have their own Formstack account.  If they do not have an account, one can be setup during the Approval setup process.  If your account plan does not have enough user account seats for the Approvers, then you will need to upgrade to the next plan level.

 

Q: Do I have to log into Formstack to Approve/Deny a Submission?

A: No, when a Form enabled with Approvals is submitted, an email is sent to all Approvers and they may approve or deny a Submission right from the email without having to log into Formstack.  The only exception to this is if you require your Approvers to log in to approve/deny a submission.

 

Q; How are integrations processed and handled when Approvals are enabled on a Form?

A: Not all integrations will support running after all Approvals have come in and will need to run when the Form is submitted. These are what we call non-queued integrations and these include Payment processors and any integration that redirects the end user to another site immediately after submitting. This also includes file uploads.  In cases where these integrations are being used on a Form, the Routing Logic option for submit actions will NOT be available and these integrations will run as soon as the Form is submitted.  For integrations that are queued, do not redirect or can be delayed, you can setup Routing Logic rules so these integrations only run after the submission has been fully approved.

 

Q; When using Approvals, when are Notification and Confirmation emails sent?

A: Notification and Confirmation Emails can either be sent immediately after the Form is submitted or you may add Email Logic rules so that these messages are only sent after the Form has been Approved/Denied.

 

Q: When I log into Submissions I see ones that say "no approval needed" what does this mean?

A: What this means is the submissions does not need to be approved by you. Someone else in your organization will be responsible for this submission.



Advanced PDF FAQs

Below you can find commonly asked questions about our Advanced PDF feature. Want to learn how you can build Advanced PDFs? Check out this article here.

 

FAQ - All About Formstack's Advanced PDFs

 

My logo is not appearing correctly in my Advanced PDFs settings, why is that?

  • Please make sure that you're uploading the correct file size and format. You can upload a logo in a JPG or PNG format. To ensure that your logo displays correctly and your PDF doesn't take up too much of your storage space, the maximum file size allowed is 1MB.
  • For best results, we recommend an image that is at least 600px in height or width.

 

I already set up Advanced PDF in another form, do I have to do set this up each time I create a form?

  • No, you can copy the last 5 Advanced PDFs settings in your account.
  • Note: You can only copy the last 5 Advanced PDF settings if you have access to these forms.

 

Can I map the metadata in my form?

  • Yes, your form's metadata are automatically mapped by default. If you decide against mapping this information, simply uncheck the boxes next to the corresponding metadata field.

 

Can I attach an Advanced PDF version of the completed submission to my Notification Email or Confirmation Email?

  • Yes! Read more about enabling this feature in our Advanced PDF article.
  • If you're on a Healthcare account/plan, SMTP settings must be enabled to receive the PDF attachment in your notification emails.

 

I have an Upload Field in my form but the image is not showing up, why is that?

  • Any image uploaded via the Upload Field will appear as the file link instead of the actual image. Signature Fields, however, will show up as an actual image in your PDF.

 

Can I export Advanced PDF copies of my partial submissions?

  • Yes, as long as you enabled the Advanced PDF feature on your form, all you need to do is go to the Partial Submissions tab in your form's Submissions page and begin the export process from there.
  • For more information on how to export your form's submissions, please click here.

 

Can I print a copy of my form into a PDF before it is filled out?

  • At this time, we do not support printing blank versions of your form into PDFs.

 

Why is the Approval Status not updated?

  • At this time, we do not support providing the approval status in the PDF when included in the notification/confirmation emails.  This status is available when exporting the PDF from the Submissions tab.

 

How do I know who sent the submission after I export it to a PDF?

  • If enabled, each PDF will include a Unique ID which you can compare to the submissions report in your form's submissions page. Select the Unique ID setting in the Advanced PDF settings area.



Submission Form Approvals Overview


Note: The article below takes you through how to setup an approval process using a legacy add-on feature for Formstack Forms and would only be available for select accounts that were grandfathered in. If you're looking for the most up-to-date version, please check out this article for how to setup an approval process with Formstack Forms using our Workflows product. 


 


Create a robust form approval process with the use of forms approvers. When an end-user submits a form, the routed approvers can review the submission data to approve, deny, or add notes for their team regarding the status of the submission. Here's how!




Enable form approvals on your forms

From a form's Settings tab, select Approvals from the available options, and enter the email address of an individual to add as an approver.

If the approver is already a user on the Formstack account, with access to the form, their account email will pre-populate. If the approver does not have a Formstack account then an account will be created when they are added as an approver.

You can add an unlimited amount of approvers to a form and remove that at any point.

NOTE: Form approval data and comments are deleted from a form's submissions from removed or deleted Approvers. 

 

Create form approval workflows and logic

Routing logic can be complex or simplified, from one approver needing to approve reimbursement submission of over $25 to a relocation form that will need to be approved by an individual contributor's manager, then their director, then the PeopleOps Manager.

Step 1: Once a form is created, navigate to the approver section (Settings > Approvals), and add approver(s) in Step 1.

Step 2: Optionally, select Add Approval Logic:

addapproverlogic.png


Step 3: Fill out the logic. Similar to creating field or section logic, choose whether the data must match all or any of the criteria.

NOTE: Form fields eligible for approver logic include Select Lists, Checkboxes, Number, or Radio Button fields.

Step 4: Once the first step is saved, select Add Step and follow the prompts to add an approver and add the approval logic.

NOTE: Approvals on a form's submission must be in sequential order. 


Email settings for form approvals

While emails will automatically be sent to approvers to review the submission; optionally, set up messages for the end-users when their submissions are approved or denied and keep your team informed of a submission's status for non-encrypted submissions. 


From the Settings > Approvals section of a form, scroll to the Email Settings section to customize. 

 

1. Form Approval Message

Set us a confirmation email to your end-users after their submission has been approved by all Approvers. In the module, customize the subject line, what contents you want displaying like their submission data or a custom message, and set up the email logic. 

Screen Shot 2023-06-13 at 9.55.30 AM.png 
 

2. Denial Message

Inform your end-users when their submission has not been approved. From the Denial Message module, customize the Subject Line, the content, and email logic.

Screen Shot 2023-06-13 at 10.04.25 AM.png

 

3. Notification Message

Keep yourself or others in your organization informed of submissions. From the notification email settings module, customize the subject line, contents, attach files, and email logic. For example, you want to email yourself only when the status is approved, denied, or either:

Screen Shot 2023-06-13 at 10.14.31 AM.png

  

Review, update, or remove these customized emails at any point from the Email Settings in Approvals or from the Emails & Actions section of your Form's Settings tab. 

 

Approve or deny submissions

Forms enabled with Form Approvals include an Approval Status within the Submission tab view. In this view, you can see if a submission has been approved or denied.

Screen Shot 2023-06-13 at 10.33.00 AM.png



If the submission is waiting to be approved/denied by you, you can click the Approve/Deny buttons on the submission to update the status or check a subset of submissions to bulk approve or deny. 



Alternatively, include a comment with your decision. Select a submission to open the details, and post a comment under the Approval Status: 

Screen Shot 2023-06-13 at 12.12.02 PM.pngIf a submission is denied, regardless if approved in a previous step(s), the whole submission will be denied. Every approver must individually approve the submission.

 

If all approvers have approved a submission then the status is set and cannot be undone. If the submission is waiting to be approved by other members of your team, you can change the approval status in a pending mode. 


Not all integrations will support running after all form approvals have come in and will need to run when the form is submitted. Non-queued integrations including payment processors and any integration that redirects the end user to another site, including file uploads, will run after submitting the form. 


In cases where these integrations are being used on a form, the Routing Logic option to submit actions will not be available and these integrations will run as soon as the form is submitted. For integrations that are queued, do not redirect or they can be delayed; you can set up Routing Logic rules so these integrations only run after the submission has been fully approved.

 

 

Skip submission approvers

If you have multiple approvers, form and account admins have the option to skip an approver when needed.

Step 1: To skip an approver, navigate to the pending submission and click to open the submission's details.

Step 2: Under the Approval Status sidebar, select a user and click Skip: 


skip.png

 




Advanced PDF

Do you need to save or print a PDFs copy of your submissions? If you do, then Formstack's Advanced PDFs may just be the solution you're looking for. 

With Formstack's Advanced PDFs, you'll be able to add your logo, choose what field(s) to map to your PDFs document, and send this document digitally by attaching it to your notification or confirmation emails.

This feature is available on select plans including Forms only Teams subscribers and above. 
 

Enabling the Advanced PDF


Navigate to Settings and click on the Advanced PDF section. Here, you will be taken to the Advanced PDF Settings page. We will take a look at the different settings you can adjust below. 

Screenshot 2024-03-06 at 9.49.28 AM.png

 

Adding a Logo


Drag and drop a logo or click Choose File to upload a logo. Accidentally uploaded the wrong logo? Click the Red button towards the right to remove the uploaded image.

Screenshot 2024-03-06 at 9.51.59 AM.png

 

Field Categories


Here you can choose the information you would like to display on your PDF. By default, all fields filled out by the form submitter will display.

 

 

Hidden Fields


If you include Hidden Fields, empty Hidden Fields will not display on the PDF.  Fields hidden by Conditional Logic will also not be displayed. Additionally, Hidden Fields will only appear on PDFs attached to Notification Emails and will not appear on PDFs attached to Confirmation Emails.

 

Dropdown and Radio Button Fields with your Advanced PDF


If you have Separate Values set for any Dropdown Fields or Radio Button fields, the data that will appear in your PDF is contingent on your settings.

  • Show Label will display the label in your PDF.
  • Show Value will display the value in your PDF.

 

Event Fields


Only Event Fields with a value of 1 or more will appear in your PDF.

 

Description Fields


Description Fields will only display text.

  • Unicode characters are not fully supported and will not show up correctly.
  • If you have any image(s) in your description field, it will not show up in your PDF. You will, however, see a blank space in lieu of the image, as shown below.

 

Exporting Multiple Submissions


Here, you can choose between exporting all your Submissions as one PDF file or exporting each Submission as its own PDF file.

 

 

Preview

You have the option to Preview your Advanced PDF to see the finished product and make any changes needed.

 

Attaching an Advanced PDF to a Notification Email or Confirmation Email

When creating a Notification/Confirmation email, check the box next to Attachment PDF under Attachment Options in your notification/confirmation email settings.

Note: To ensure delivery, our email sender will only send up to 14 MB of data per form. If your image and data collected in the form are over the 14 MB amount, it will create delivery issues since large files may be rejected by the mail recipient's email provider.

 

Important: For privacy and security purposes, if you're collecting sensitive information in your form such as Social Security, Credit Card Information, Driver's License, etc, please enable PGP before attaching a PDF to your notification/confirmation email(s).

 

Forms that are not abiding by this guideline will be violating our Terms of Use and could result in the form getting flagged or deactivated.

 

?

 

NOTE: For Healthcare Accounts, SMTP must be enabled to receive the PDF Attachment in your notification emails.



Scheduled Exports

Schedule submission reports to get a daily, weekly, or monthly snapshot of your submitted data.

NOTE: This feature is not available for encrypted forms.

Step 1: From your form's Submission tab, select the Create Scheduled Export dropdown to configure your report.

 

scheduledexports.png


Step 2: Then select Create Scheduled Export to configure a custom report, including: 

  • Export Name
  • Filter by All, Read, or Unread Submissions
  • File Type
  • Frequency: 
    • Daily: Schedule for a specific time of the day
    • Weekly: Schedule for a specific day and time of the week
    • Monthly: Schedule for a specific day and time of the month. These must be scheduled on the first of the month. 
  • Email recipients within your Formstack account with form access. 

Screenshot 2024-07-25 at 9.59.24 AM.pngScreenshot 2024-07-25 at 10.01.28 AM.png


NOTE: The time zone for scheduling will be based on the time zone set on the form.

If you're creating multiple Scheduled Exports, the next export will include the new submissions received since the previous export was sent.

Step 3: Once you're finished, click Save and Schedule on the bottom right.

Once a report is sent, the recipients will receive an email to log in with their Formstack credentials to access the export file. They will have 10 days to open the report before expiry. Any account user with access to the form's submission panel pay view previously scheduled exports from Form > Submission > Scheduled Exports. 



Turning off Form Submission Data Storage

By default, all your Formstack form submissions are saved in the database; however, this feature can be disabled.

To access this feature, navigate to the form's Settings page and choose the General option. Under Advanced Settings, check Do not save data in the database and confirm the action. 


Screen Shot 2023-06-06 at 12.14.12 PM.pngScreen Shot 2023-06-06 at 12.14.57 PM.png

 

Limitations of not saving in the database

By choosing to not save submissions in the database you will not be able to view form submission data in your account. Here are some additional things to keep in mind: 

  • When this selection is made, data sent to integrations will be viewed as normal.  
  • Data can still be sent to a designated email address if needed. 
  • If you stop saving your form data to the database, your existing submissions will remain in the database and can still be viewed. 
  • All future data captured on the associated form will NOT be saved. 
  • This change is made in the settings of each individual form and will not impact other forms in your account.
  • Cannot re-run integrations to submissions if you turn this off.
  • Cannot attach files collected on the form to Confirmation or Notification emails unless you are also utilizing a third-party file storage system such as Dropbox or Box.net.



Enable Data Storage

If you wish to turn on data storage, navigate back to the form's settings page and choose Save data in the database from the General tab.

Submissions submitted during the time the feature was disabled will not populate in the submission table. Please see 
here for how to import submissions captured outside of the Formstack Submission Table.



How to View Formstack Submissions on a Mobile Device

You can view submissions via a mobile device by opening your mobile device’s browser (Safari, Google Chrome etc.) and login.


After logging in you can  navigate to your submissions page in a few different ways: 

  • clicking the Forms tab and then the Submissions count for the form
  • clicking the Submissions count next to your form list in the Home tab


Though you can access a Form’s submission table on a mobile device, we do encourage you to use a desktop browser for the best experience.
 

Please note: not all Formstack Forms processes are supported on a mobile browser. 


The Table Settings feature in Submissions does not work on a mobile experience. In order to view all of your columns in submissions you will want to make sure the columns are set up on a desktop before using the mobile experience. 


If you would like a shortcut to this, you can create a shortcut to any website on your phone or tablet by following your phone or tablet’s steps for this.
 

iPhone/iPad: 

  1. Open Safari. (this only works with the Safari browser)
  2. Navigate to the Formstack > Forms > the form you want to open for the submissions and then the Submissions page. 
  3. Tap the Share button on the bottom of the page.
  4. In the list of options that appear, scroll down until you see Add to Home Screen. 
  5. The Add to Home Screen dialog box will appear.
  6. Choose a name for the new shortcut on your home screen. You'll see the link so you can confirm it, as well as the site's favicon that will appear as the "app" icon on your home screen. 
  7. Click Add when you're done. 
  8. Now when you go to this new shortcut it will take you straight to that page.

Android: 

  1. Open Chrome.
  2. Navigate to the Formstack > Forms > the form you want to open for the submissions and then the Submissions page. 
  3. Tap the menu icon (3 dots in upper right-hand corner) and tap Add to home screen.
  4. Choose a name for the website shortcut, then Chrome will add it to your home screen.


Note: If you ever decide you want to remove the website shortcut, you can delete it just like you would any other app on your phone.



Delete Forms Submissions

Whether you are looking to clear more space for submission limits or need to remove duplicate submissions, you can delete all or some/individual submissions with your Formstack form's submission table.
 

Delete all submissions


To delete all submissions, select Delete All with an individual form's submission table: 
 

Screen Shot 2023-06-05 at 9.56.54 AM.png


Then confirm the action: 

Screen Shot 2023-06-05 at 9.58.28 AM.png 

Delete a subset of submissions


From the form's submission table, manually check the desired submissions or use the filter or search function to locate the submissions and check:

Screen Shot 2023-06-05 at 10.02.05 AM.pngNOTE: Submissions are soft-deleted for 7 days and may be possible to recover data during that period. However, after 7 days, the data is hard-deleted from the Formstack servers and cannot be recovered.

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