Dynamically Save Excel form

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    Asked on September 08, 2010 at 08:15 PM

    Hello all,

    Brand new to the forum and new to the site!

    I was wondering if there was a way of dynamically having the excel/csv file sent to my desktop everytime a new record is added from the online form?

    In other words, instead of having to manually go to "My Forms"/"Submissions" and click export to excel or csv etc. could there be a way of having it done behind-the-scenes saved to MY DESKTOP everytime a new record is created?



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    Answered on September 09, 2010 at 08:36 AM

    It is possible to do that using Reports. On "My Forms" page, select your form and then click on "Reports" button. Then create an Excel button.

    Now, you will be given a URL. You can bookmark it or turn it into a Desktop icon. When you click on that link you will always get the latest version of the Excel file.