Including instructions on form data that is exported to Excel or PDF

  • lcme
    Asked on December 20, 2016 at 12:27 PM

    Is there a way to include text that was added to the form in the form data that is exported to Excel or PDF?  For example, I use a text area to just write instructions for the form. Sometimes those instructions are customized and I would like to have them with the data I export.  Is that possible, and if so, how should I format or input the text to ensure it is included with the data? 

    Thank you!

  • John_Benson
    Replied on December 20, 2016 at 1:10 PM

    Unfortunately, it is not possible to add the Text tool in the Excel. See the image below:

    Including instructions on form data that is exported to Excel or PDF Image 1 Screenshot 40

    However, you can add the Text tool in the PDF when you enable the Show Header and Texts in the Submissions page. Here's how:

    1. Go to My Forms page, select the form and click the Submissions button.

    Including instructions on form data that is exported to Excel or PDF Image 2 Screenshot 51

    2. Click the Properties button (cogwheel icon) and enable the Show Header and Texts. After that, click the properties button again to save the changes.

    Including instructions on form data that is exported to Excel or PDF Image 3 Screenshot 62

    Here's a guide: https://www.jotform.com/help/305-How-to-Show-Headers-and-Text-in-the-PDF

    Let us know if you need further assistance. Thank you.