We are looking into using your form builder to let the salesman enter t

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    Mower
    Asked on September 13, 2019 at 04:26 PM

    We are looking into using your form builder to let the salesman enter the orders and select the components that are included in the order to use as a display in the shop.

    Salesman answers pertinent questions and completes the form.

    Report is made on a recurring basis (automatic) and the screen in the shop updates the orders at that time.

    When an order incurs a completed step, we need the information in the shop to be editable as in "completed".

    What would be the best export for the information to then be used for another purpose such as this.?



    This is a re-post of a comment on How to Create an HTML Table Listing Report

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    stevenmarshall
    Answered on September 13, 2019 at 04:59 PM

    Hi @Mower,

    Just to clarify, you want the best way to collect all the submission data form the forms that are being completed.

    You are able to export all your submission data to Excel, CSV or PDF.

    Guide: How-to-Download-Form-Submissions-as-Excel-CSV-PDF

    Another option is to integrate your form using Google Sheets.

    Guide: app/google_sheets

    Guide: How-to-Integrate-Forms-with-Google-Sheets

    There is a variety of reporting option available. Please click on the following URL which should help you: Reports

    Please note that it is also possible to automatically send your excel report to Dropbox account by taking advantage of our reports_to_cloud

    Please let us know if you have any further questions.

    Thank you