Is there a way to get save forms in groups based upon customer ID's?

  • Profile Image
    MWSPI_Forms
    Asked on July 06, 2012 at 03:02 PM

    I would like to be able to either auto save, or group submitted forms based on customers information. For instance, my form is a site survey. One customer(organization) may have to submit multiple site surveys, is there a way to save those by customer? Or perhaps by store # if thats a field filled in on the survey?

  • Profile Image
    jeanettebmz
    Answered on July 06, 2012 at 03:33 PM

    I am not sure if I understood your question

    Perhaps , you might first want to know  which site the form submission came from.

    But regarding to having multiple surveys and saving the submission by customer , you can download the submission into a CSV or Excel file and then apply a filter in order to accomplish that.

    However, if you are wondering if we have such feature or there is a way to do that automatically, my answer is no.

    Please check those guides and let us know if they are of help.

    Best regards

    Jeanette