This article explains how to export form submission results from legacy Forms Manager, including choosing columns and available file formats, and granting export permissions to other admins.
đź’ˇQuick answers
- Exporting results from Forms Manager: what are the steps? Steps: open the Results tab, click Set Columns to choose and order the data fields, click Export, and select your preferred file format to download.
- What file formats are available when exporting form results? Results can be exported as XLSX, CSV, or XML files, which download directly to your local machine.
- Can Forms Manager sync data directly to a third-party database? No; data cannot be fed directly into third-party systems via integration or API, it must be exported and then manually imported.
- How do you let other admins export form results? On the Permissions tab, make sure their admin group has Forms Manager access and permission to View Results; they will only see forms they're permitted to access.
- Can uploaded files be bulk downloaded from form results? No; there is currently no way to bulk download file uploads from Forms results, though it is a requested future enhancement.
This article refers to our legacy product, Forms Manager. For the best Finalsite experience, we recommend using our newest product, Forms, which is already available to you in your modules list. To learn more, please review "Which forms module do I have: New Forms or Legacy Forms Manager?"Â
Once you’ve finished collecting submissions from your form (or even before), it's time to review the results. One of the easiest ways to do that is by using the export utility in Forms Manager.
Once the form has loaded, navigate to the Results tab, which is the last option on the right.
Next, determine which data you want to export by clicking the blue Set Columns button. This determines the information that will be exported. Every form field is an option, and there are several payment options as well. Drag and drop the columns on the left side to change the order in which they appear.
When you're satisfied with the data, it's time to export. Click the “Export” button next to Set Columns.
There are several popular formats available for download: XLSX, CSV, and XML. Click on your preferred format, and the file will be downloaded to your local machine.
Allowing other users the ability to export results requires a quick visit to the Permissions tab. Ensure that their admin group has Forms Manager access, and then make sure that they have permission to “View Results.”
When they open Forms Manager, they will only have the option to open the forms for which they have been granted permission, and only the Results tab will be available.
Troubleshooting: Can I bulk download file uploads from results?
Unfortunately, there is not currently a way to bulk download files from the Forms results. We do, however, have this as an enhancement request for future development on our forms product.
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