Manage Forms

Manage Forms

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)....

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...

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...

If you wish to delete your forms, please follow the steps below: Go to the My Forms page.Select the forms you wish to delete.Click the Move to Trash button at the top toolbar. You will get a confirmation message of the deleted forms,...

It’s easy to download an Excel file of your form submissions with JotForm. Just follow these steps: https://youtu.be/yQBZr24jEpU Go to your My Forms page.Select the form with the submissions you want to export.Click the Submissions...

After downloading your 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...

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...

When you set up an Email Notification, you have the option to include a submission as a PDF attachment in the email alert. You can customize the filename of the PDF attachment from the PDF Editor. ...

https://www.youtube.com/watch?v=9O1qoVv1yg0 Form Builder 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...

Whenever someone submits a response to one of your forms, their submission is assigned a long string of numbers called a unique Submission ID. https://www.youtube.com/embed/gKWpKB2jpjg Some actions, such as configuring a third-party app,...

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...

There are several different ways to obtain a form respondent’s IP address from your submission data. https://www.youtube.com/embed/EImO575e3Es Locate the IP Address in Jotform Tables Go to the My Forms page.Select the form, and...

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...

UPDATE: We are excited to announce that we have just released the new version of Jotform PDF Editor. By default, the Header, Paragraph, and Image elements are now included in the PDF document version of the submission. If these elements...

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...

UPDATE: Our Salesforce integration has been updated. Our users can now enjoy more diverse functionality within the Salesforce ecosystem. You can check our guide on How to integrate Jotform with Salesforce to view the updated...

When autofill or save and continue is enabled (classic and 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...

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...

A limit can be placed on the number of submissions a form receives. An expiration date can also be set for the form. https://www.youtube.com/watch?v=YZFkZeoV2hU You can find this advance option in Settings > Form Settings where you can...

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...

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....

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...

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. https://www.youtube.com/watch?v=HIKpyc5xlA4 Now, there might be some questions yet...