Formstack

Submissions

Turning off/on Data Storage

By default, all form submissions are saved in the database. You can turn this feature On/Off in the Settings page of your form. To access this option, go into the Form > Settings > under the "General" ta...

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Managing Submissions

Whenever someone submits a form, a submission is captured with that data and stored within the form's database. To view the collected data for your form, click on the Submissions tab. In this menu you can view,...

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Searching Data

Formstack offers a useful search function to help you quickly find specific submissions in your data. The quick search option appears to the upper right side of your submissions. Note: For security purpose...

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Creating Reports

The Submissions Report feature allows you to create specialized reports of your submitted data. You can design reports with a wide range of parameters including display submissions during a specified time range...

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Using Charts in Formstack

Charts can be created to display the submissions made to Dropdown List, Checkbox, Radio Button, Matrix, and Number fields. To view your charts, go to your Submissions tab and click on the Charts tab at the t...

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Exporting Data

You have choices as to what part of your Formstack data you want to export. You can export all of your data, all data since the last download, or you can manually choose what data to export. You can export your...

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Sharing Data/Reports

To share All Submissions or a Filtered Report with others, click on the Share icon in the top-center section of the report. You will then be prompted to choose your level of sharing. You can choose to keep sh...

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Importing Data from CSV

If you have data in a CSV file, either exported from Formstack or from another source, you can import that data into your Formstack form database. First, go to the Submissions tab of your form and then click...

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Submission Approvals

The Approvals feature allows account admins to set up "Approvers" with the ability to approve or deny submissions. When an end user submits a form, the approvers will be notified via email so they can review th...

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Advanced Multi-Step Approvers

The Approvals feature allows Account Admins to setup "Approvers" with the ability to approve or deny submissions. When an end user submits a Form, the Approvers will be notified via email so they can review the...

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