Export form submission history
complete
Meredith Owens
Provide the ability to export the content from submitted forms into a spreadsheet.
There are a couple of challenges with this to take into consideration. We’ve listed those below:
- The forms have the ability to change and be updated over time. If the labeling and wording were to change on the form, it could make the export process complex.
- With the “Custom Form” page type, you have the ability to include an “upload file” form element. Those files couldn't be exported since there isn’t a way to place a file inside of a spreadsheet. Therefore, any uploaded files would need to be included as links in the exported spreadsheet.
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Warren Shadle
Great to know. Thanks so much. You're wonderful. So that means that if our submissions exceed 50 then there will a 50 per page selection on the drop down list, right?:
Meredith Owens
Warren Shadle: That's correct!
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Warren Shadle
This is great!! You guys are wonderful. I hate to say this but we have trip events that sometimes can return up to 50 responses. I see where I can choose between 10 or 25 per page. Could a 50 per page be added to the drop down box to choose? Please advise. Warren
Meredith Owens
Warren Shadle: We're so glad you're happy with this new capability!
To answer your question, the Admin Portal will provide the following size choices: 10, 25, 50, 100. However, it will hide size choices that are larger than needed. For instance, if there are only 20 form submissions, the largest size choice it will display is 25, since there’d be no difference between 25, 50, and 100.
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Allyson Averill
THANK YOU for this export ability! We appreciate your work in this. For HOA's who often have Board Members who access their HOA Express account from their personal computers and not through a network, would it be possible for you to now add a spreadsheet feature in the Admin area to use your new export feature (of form results) directly into a usable spreadsheet that Admins can create directly in the Admin area accessible by all members of a Board with Admin access? We always want more ;)
Meredith Owens
Allyson Averill: To clarify, are requesting a shared spreadsheet editor for the website? If not, would you please explain further what you'd like to have available?
Wes Cossick
complete
You can now export form submissions!
Gina Arasin
Wes Cossick, Looks good, thanks!
Wes Cossick
in progress
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Dennis Dissick
Would this in any way be linked or become part of the ability to provide service/repair requests from residents with follow-up replies from a repair/maintenance personnel? If yes, then I would think that this is a good idea. Thanks, Dennis
Meredith Owens
Dennis Dissick: We have a separate open request to be able to reply directly to form submissions! I've added your vote to that post here: https://feedback.hoa-express.com/feature-requests/p/include-a-reply-to-field-on-form-pages.
Wes Cossick
planned
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Margaret McManus
Wes Cossick hope this is coming soon. The ability to export and then manage requests of all kinds would be extremely helpful.
Meredith Owens
Merged in a post:
Provide download of submissions for a custom form
Amy Schulz
Admins should be able to download submissions when viewing a custom form, in order to share or work with the info. Currently, I can view submissions for a form and save as a PDF, but it's not pretty, shows repeated info (form title, recipient info), and is difficult to transfer to another format, such as a spreadsheet.
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Joyce Wolfe
This is a very important ask, as there is no other way to extract this information and track submissions. We use ours to report issues/concerns. I would respectfully request some sort of option be worked out to be able to export the information (even if without attachments).
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David Rahn
I agree with all of the other comments on this topic. We need to be able to download this info for tracking purposes in answering inquiries from our Members.
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