Request to switch from old submissions page to sheets

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    ncaaca
    Asked on October 08, 2019 at 01:37 PM

    Hi,


    I refunded a customer via stripe.  I don't want delete her submission in jot form so I can keep a record.  Is there a way to mark the submission as refunded/voided/etc.  I saw there was a flag I could click, but could not find any associated functionality with that flag.


    Suggestions so I don't have to delete the record?  Also I don't want to download the submission and then delete it.  I would like to keep everything together.


    thanks


    Brad

  • Profile Image
    roneet
    Answered on October 08, 2019 at 02:33 PM

    The best way to do this would be in the Sheets view, there you can add a column in the current submission. In the column, you can add a note about the status of the payment as shown. There you could filter the report based on the comments added:

    1570559362888888888.gif

    Sheets' view is nothing but a new view for your submission responses. The User interface is much more interactive and responsive.

    If you want we can raise a feature request for you to switch to the new version of the submission view.

    Let us know if you have further questions.

    Thanks.

  • Profile Image
    ncaaca
    Answered on October 08, 2019 at 02:50 PM

     Ok great.  So I can't get to this view until you switch me?  Is it still in beta?  thanks  brad

  • Profile Image
    ashwin_d
    Answered on October 08, 2019 at 03:33 PM

    Please click on the following URL and see if you are able to access submissions sheets of form: https://www.jotform.com/sheets/92396198889180

    Please check and let us know if you want to move to this new submission sheets.

    We will wait for your response.

  • Profile Image
    ncaaca
    Answered on October 11, 2019 at 08:49 PM

    Yes I can.  I would like to move to the new submission sheet

  • Profile Image
    jherwin
    Answered on October 11, 2019 at 09:49 PM

    Hello Brad - I have forwarded your request to our backend team. As soon as we receive an update on this, we will inform you right away.

  • Profile Image
    ceren
    Answered on October 14, 2019 at 02:14 AM

    Hello ncaaca,

    Thank you for contacting us. We'e updated your account setting, you will be using Jotform Sheets for viewing your form submissions from now on.

    Please check and let us know if you have any questions.

  • Profile Image
    ncaaca
    Answered on October 14, 2019 at 11:13 AM

    Thanks for doing this, I love the flexibility of sheets.  I have found two issues


    1) Easy work around on this one, but I thought I would bring it to your attention.  If a customer asks for a copy of their submission to be sent when I go that line in sheets and select forward, it includes all of the hidden fields that they should not see in the response.  I can easily delete these out of the email, but I thought you should know.


    2) I added a submission manually through the sheets for form# 92414492944160, recovery day registration with electronic check.  After I added this I noticed that the number of submissions on the dashboard page for that form went from 1 to 0, even though there are actually 2 now.

    1571065923e-check reg.png

  • Profile Image
    jherwin
    Answered on October 14, 2019 at 11:30 AM

    Hello ncaaca - Glad to hear you were enjoying it. Your feedback is highly appreciated, we will consider this for future improvements.

    Thank you.