JotForm User Guide /

Manage Forms

Manage Forms

Manage Forms

How to View Form Submissions

Your form has been getting lots of responses, and you need a central place to manage all the submissions (view, edit, print, flag, delete, download as Excel and CSV files, among many other features).To view all of your form submissions, d...

How to Add or Group Your Forms into Folders

Here, we will teach you how to Add, Group, and even further Organize your Forms into newly created Folders for a cleaner look. This is expected as your account gains more forms that you build so this will help you so that you can find them easier and...

How to Search a Submission from the Submissions Page

Almost everyone is familiar with the search bar. Whether you’re using Google, Bing, or just browsing a random website, you use the search bar to find results using a keyword (or a search query).JotForm Tables also includes this nifty feature, so yo...

How to Delete Form Submission Data

After downloadingyour form submissions as an Excel or CSV file, you may want to delete some submissions from your JotForm account and keep only the most recent ones. In this guide, we’ll walk you through deleting your form submission data in JotF...

How to Export Form Data to Excel

It’s easy to download an Excel file of your form submissions with JotForm. Just follow these steps:Go to your My Forms page.Select the form with the submissions you want to export.Click the Submissions button in the top toolbar....

How to Edit Submissions Made on Your Forms

Sometimes, you may discover a minor issue with some of the submission data for one of your forms that need to be corrected. Or maybe a change related to one of your customers comes up after the fact, and you need to update their information. Or you m...

How to Export All of Your Data at Once

With our Data Export feature, you can download all of your forms as HTML files, your submission data as a CSV file, and uploaded files, all in a single .zip file.To access this feature, go to your Account's Data page then click the green DOWNLOAD MY ...

How to View Form Revision History

Just click the green circular arrow below the Form Name to launch the Revision History wizard.Form Revision History makes it possible for you to review older versions of your forms and when necessary, revert your form back to an older version. It is ...

How to Change PDF Attachment Filename?

When you set up an autoresponder email, you have the option to send a PDF copy of the submission.How to Include PDF Copy of the Submission in Email?🔗You can customize the filename of PDF Attachment in PDF Editor. I will be using the Tattoo Consent...

Where to Find the Submission ID?

Whenever someone submits a response to one of your forms, their submission is assigned a long string of numbers called a unique Submission ID.Some actions, such as configuring a third-party app, using the JotForm API, or viewing a single submission d...

How to Find the IP Addresses of Form Respondents

There are several different ways to obtain a form respondent’s IP address from your submission data.A. Locate the IP address in JotForm Tables1. Go to the My Forms page.2. Select the form, and click the Submissions button in the top toolbar.3. In J...

Import App: Easily Import Your Excel or CSV Data into JotForm

NOTE: submissions imported via the Import App count as real submissions. Be mindful of the fact that your account Submission Count would get impacted, which may result in reaching your account Monthly/Total Submission Limit.Importing your data in Exc...

How to Unrequire Log-in to View Uploaded Files

As part of JotForm's commitment to handling your data with care, we added a Privacy option in your account settings where uploaded files can only be viewed/downloaded by you when you are logged in to your JotForm account. When you attempt to download...

How to Show Headers and Text in the PDF

UPDATE: We are excited to announce that we have just released the new version of JotForm PDF Editor.By default, the Header Fields, Text Fields, and Image Fields are not included in the PDF format of a Submission. If you want these fields to appear in...

How to Change Submission Date to a Different Format and Timezone

In your submissions page, you can see the "Submission Date" column. Are you having a hard time trying to see the date and time according to your time zone?You can change the format and set it to your own timezone preference by following the...

How to View Incomplete Payments of Your Payment Forms

If a user successfully completes a payment on your form, this will be posted as a valid payment submission. However, if a user’s payment wasn’t successful — because their payment method was declined or they closed the browser before the payment...

How to Setup Salesforce Integration

UPDATE:Our Salesforce integration has been updated. Our users can now enjoy more diverse functionality within the Salesforce ecosystem. You can check our guide onHow to integrate JotForm with Salesforceto view the updated version.SalesforceCRMsoftwar...

How Do I Receive SSL Submissions?

UPDATE: We are happy to announce that by default, all form direct links and embed codes are now secured by default. You can learn more about this news on our blog post here.Secure or SSL Forms are for secure communications between the client (i.e the...

How To Assign Status To Submissions

In this guide, you’ll learn how to manage submissions approvals.You can approve or reject submissions using a hidden dropdown field. This is a bit like an Admin Approval System. It’s very useful for a number of use cases, such as accepting or dec...

How to Limit Submissions in a Form

A limit can be placed on the number of submissions a form receives. An expiration date can also be set for the form.You can find this advance option in Settings > Form Settings where you can see the Form Status drop-down.In this guide, we will...

How to Send Submission Data & File Upload via FTP

FTP or File Transfer Protocol is a way of transferring files between computers. If you have an upload field in your form and want to forward those submitted files directly into your own server, FTP Integration can do that. In the form builder, go to ...

How to View Incomplete Submissions in JotForm Tables

When autofill or save and continue is enabled (classicand card), form users can save their partial data if they decide to stop for other matters or simply save to prevent loss of data. They are provided or sent a link to continue. When partial data ...

How to Clear Your Form's Expiration Date

You may have encountered a problem like this when editing your form:Chances are, you have used the form before and set a date for it to expire. And since the form has expired and you have reactivated it again, the expiration date is still set in the ...

How to have users redirect from old form URL to new URL when URL of the form is changed?

Sometimes you want to change your form completely, URL included, but you shared your existing FormURL to your customers already.Instead of sending the new URL to your customers (which you can do as well if you have their email address), you can infor...

Form View Limits: What Is It All About?

Recently, there was a new feature released - Form Views. You can read more about it on our blog here: Announcing Pricing Modification: Form View Limits.Now, there might be some questions yet unanswered and we would be happy to answer them - which is ...