Workflow - multiple users need to provide input on one form & Is the data exportable to Excel or PDF formats?

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    Asked on October 11, 2011 at 03:39 PM


    How is the data exported out? Can I save it as a PDF or Excel? Can I review the data in the form? Is it stored as a record in a database?



    If I'm collecting data for my company to store as an interactive workflow, can others come back and add their data to my form and email the next person for their input and also notify other users?

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    Answered on October 11, 2011 at 03:47 PM


    Regarding History, when you are logged in, at the bottom right will be a list of your forms. Their will be a button for you to look at the 'Submissions'. You can export a copy in PDF, Excel or CSV.

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    Answered on October 11, 2011 at 04:02 PM

    As for your question about workflow, you can use edit links to provide other people in your company an ability to modify form submissions data.

    Click here to learn more about edit links and how to incorporate them in your form's notification emails. To know how to generate edit links without adding them in notifications, proceed to this discussion thread.

    If you have further questions about this topic, do not hesitate to let us know. Thanks!