Como eu posso fazer uma pessoa baixar as respostas de um formulário.

Eu, dentro da Caixa de Envios, compartilhei via email, para que uma pessoa possa ver as respostas de X formulário, deu certo! Contudo, essa mesma pessoa precisa baixar os formulário selecionados em forma de Excel, como posso atribuir isso para ela?

Visão da pessoa:

Minha visão sendo o dono da conta:

Olá!

Percebi que você enviou os formulários para outra pessoa via Caixa de Entrada, mas ela não consegue baixá-los usando o Excel. Como proprietário da conta, você deve confirmar se a pessoa para quem enviou os formulários tem o acesso correto.

Consulte este link para confirmar se o usuário tem permissões de colaborador e pode acessar a Caixa de Entrada: https://www.jotform.com/help/how-to-share-your-inbox/

Se, mesmo assim, ela não conseguir baixar os formulários pelo Excel, talvez seja necessário baixar o formulário com os três usuários e enviar o link. Me avise se esses passos forem bem-sucedidos e podemos continuar a partir daí!

Olá!

Conferi aqui e a usuário esta com acesso de Colaborador.

Qual o outro método para que ela consiga baixar os formularios?

Hi Forms_TLP,

Thanks for reaching out to Jotform Support. Our Portuguese Support agents are busy helping other Jotform users right now, so I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in Portuguese, let us know and we can have them do that. But, it might take a while until they're available again.

Now, coming back to your question, if the collaborators need to download the submissions as an Excel file, you'll need to share your Tables to them too. You can easily share your Jotform Tables with others using the Share button. Let me show you how:

1. On your Jotform Submissions Table, click on the Share button on the top-right side of the page.

2. Click on Share Settings and set your Table’s privacy options.

3. Now, click on Go Back in the top-right corner of the panel and use the Generated Link or the Invite by Email feature to invite people.

You can easily revoke the invites you’ve sent to others. Let me walk you through it:

1. While in Tables, click on the Share button to open Share Table.

2. Now, click on the avatars/icons of the people you invited next to the Shared with section.

3. Select the users that you want to revoke the access to by checking the boxes on the left, and click on Revoke.

4. Then, click on the Yes, Delete button. That’s it, you’re done.

Then they can easily download your form submissions as an Excel file. Here’s a quick how-to:

1. On your Workspace page, select your form and click on Submissions in the upper-left corner.
2. In Jotform Tables, click on Download All on the upper-right side of the page, and in the menu that opens, select Download as Excel.

You can open the downloaded document and view your submissions using a program like Microsoft Office. The columns will appear the same as they do in Jotform Tables. Check out the screenshot below to see how it'll look:

Take a look at our guide on How to Download Form Submissions as Excel/CSV/PDF for more details.

Give it a try and let us know if you need any help.