When your users complete a form and then submit it, this creates a submission data record in Formcentric.
The submissions area contains all of the submissions that have been sent in by your users. And if the overview is showing you
more data than you want to look at right now, you can simply hide any columns you don’t need to see. Set up the overview to meet your own preferences and decide which kinds of information you want to review at any one time. You can also use filters or the search function to drill down into your submissions data.
You can also set up your own workflows. Assigning statuses to your submissions lets you map out your internal organisational process, for example.
Last but not least, you can of course export your submissions as a handy Excel or CVS file download.
In the Submissions area you will find all of the submissions – i.e. the responses users have made to a form. These are presented to you in an overview. If you only want to see certain kinds of information, you can also hide columns as necessary. You can also use drag-and-drop to change the sort order used in this overview. Read on to find out more.
If you find that the page is showing you more information than you need, you can easily adjust the submissions overview to suit your preferences. For example, you can hide columns that you do not need. This lets you concentrate on the data that is most relevant for your work. You can also have the data displayed in a different order. Changing the column order lets you sort your data so you can view it more easily. Read on to find out more.
As explained in the article Submission area - an overview, this section provides you with a summary of all submissions received for a form. Once a form is filled out and submitted, the corresponding submission appears directly here.
Sometimes, you may find it hard to keep track of all of your form submissions. Which ones have already been processed – and which haven’t? Are my team members up-to-date? Maybe one submission is especially urgent? In these cases – such as flagging up a submission as especially important or urgent – you can use statuses to mark your forms accordingly. You can also use statuses to map out a workflow and create a structure that highlights submissions with different statuses. As one example, you can create the statuses New, In progress and Completed, and then specify that new submissions are automatically given the New status. When you or someone from your team starts working on a submission, you can give this submission the In progress status and then the Completed status once you are finished. In this way, statuses let you track your work on individual submissions. How you work with statuses is entirely up to you. Read on to find out more.
Are you looking for the proverbial needle in the haystack? Perhaps you only want to see submissions from forms that have been filled out by users under 40 years of age? Maybe you only want to see submissions from a specific city? Once submissions start piling up, it can quickly become difficult to keep tabs on them. The filter functionality in Formcentric lets you filter submissions according to your own criteria. This lets you concentrate on the submissions that you want to review while temporarily hiding submissions that are not relevant.
You can export submissions as a CSV file or Excel file and then work on these submissions in other applications. If you only want to export some of your submissions, you can use criteria to filter your submissions before exporting them. To find out more about using filters, see our article on Filtering submissions.
You have various options for deleting submissions. You can either delete all submissions of a form at once, only those that meet certain criteria set by you, or remove individual submissions selectively.
With your submissions, you not only find the data that users have entered into the form field, but also additional information, such as the browser language they have configured or the form submission date. This additional information, known as ‘metadata’, is useful for form analysis and is collected as standard by Formcentric. In the detailed view of each submission, all metadata is displayed by default. However, in the overview of all submissions, the User agent, Browser language, and HTTP referrer are hidden by default. To display these details in the overview as well, you can select the corresponding options under Actions → Customize view. The following metadata items are listed: