What is JotForm?
JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

At JotForm, we want to make sure that you’re getting the online form builder help that you need. Our friendly customer support team is available 24/7.

We believe that if one user has a question, there could be more users who may have the same question. This is why many of our support forum threads are public and available to be searched and viewed. If you’d like help immediately, feel free to search for a similar question, or submit your question or concern.


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    Moving Reports into Folders

    Asked by VSSNZ on May 07, 2014 at 07:27 PM

    How do I move a report from submissions into folders? Once in the folder can we still produce a PDF/ Excel report?

    Reports Submissions excel move
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    JotForm Support

    Answered by BDAVID on May 07, 2014 at 09:56 PM

    What you can do to have your form submissions into folders, is to integrate your form with Google Spreadsheet or Dropbox, You will be able to still download your form submissions in PDF or Excel report from JotForm.

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    Answered by VSSNZ on May 15, 2014 at 05:47 PM

    Does this allow me to move submissions into different folders? I.e. I have reports coming in for 10 clients that I want to seperate into folders so each client only views their reports. Can this be done?

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    JotForm Support

    Answered by jonathan on May 15, 2014 at 08:16 PM

    Hi,

    Does this allow me to move submissions into different folders?

    Actually there is NO means yet to create or assign folders to the Reports created in the My Forms page.

    When creating reports for the specific form, there is no option to group the reports into folders. You will notice this when you Add New Report using the Reports button.

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    I want to seperate into folders so each client only views their reports.

    What you can do here is Share the Reports URL and provide password access to prevent just anyone from viewing the reports. For example, if your report is the Excel Report 

    You can assign access password like this

    when sharing the URL of the report

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    In my colleague's suggestion to use integrations like Google Spreadsheet or Dropbox, you can do achieved the creation of folders and sharing of the reports using the Google or Dropbox applications instead.

    I suggest you consult the help documents that were included in Google Docs and Dropbox on how to setup the folders and sharing of documents/reports.

     

    Hope this clarifies the matter. Please contact us again anytime if you need further assistance.

    Thanks!