This screen displays all the form data collected or imported from any Custom Form Pages that you have access to.
You can collect an unlimited number of Submitted Forms from any Custom Form Page.
Submitted Forms can be searched, filtered, viewed, and exported by any User that has Form Management rights to the Folder that contains the Custom Form Page (that produced the Submitted Form).
You can view any Submitted Forms that you have access to.
A Submitted Form is created when a Custom Form Page is submitted successfully.
You can import Submitted Forms using a simple spreadsheet file (CSV text file).
You can export Submitted Forms into a text file and view them in a spreadsheet program.
You can filter the data that you want to export by using the Search and Advanced Filters located at the top of the screen.
Once you are satisfied with the filtered form data, click the [Export Forms] button.
NOTE: You can only export Submitted Forms for a single Custom Form at a time since the column values must match in the export file for it to be useful. Also, Information fields and File Upload fields are not exported.
Select the Submitted Forms you wish to delete and click "Delete Selected".
NOTE: When you delete Submitted Forms, the associated Custom Form Page is NOT deleted.
WARNING: Take care when deleting Submitted Forms, there is no undo. Once you confirm the deletion, the form data (and any uploaded form files) are gone!
TIP: You might want to export the Submitted Forms to create a backup copy of the data before you delete it. However, exporting the data will NOT export any uploaded form files (that may have been uploaded through the Custom Form Page).
This screen displays a Submitted Form. You can view all of the properties and edit any of the form data.
This shows whether the Submitted Form is Incomplete or Complete. A Submitted Form is marked as Incomplete when the Custom Form save-for-later feature is enabled and the Submitter clicks the "Save for Later" button. An Incomplete status indicates that the Submitter is not done with the Submitted Form and plans to complete it later.
When the status is Incomplete, then a "Save for Later" and a "Complete" button will appear at the bottom of this form. The "Save for Later" button will save changes and leave the status as Incomplete. The "Complete" button will save changes and update the status to be Complete. Also, the "Complete" button will complete the Custom Form actions, including E-mail Submitter, E-mail Administrator, and Auto Campaigns.
When the status is Complete, then a "Save" and an "Incomplete" button will appear at the bottom of this form. The "Save" button will save changes and leave the status as Complete. The "Incomplete" button will save changes and revert the status to be Incomplete.
The Submitter can always edit his/her Incomplete Submitted Forms via a Form Item View.
TIP: This feature allows a User to have access to edit a specific Submitted Form, without having access to all Submitted Form data for a particular Custom Form.
Any required fields for the Custom Form will have an asterisk(*) next to it and must have a value to save your edits.
For file upload Fields, if there is no existing file, then you can upload a File. If there is an existing file, you can replace the File and possibly delete it. The delete option only appears if the Field is optional (i.e. not required). If the Field is required and you need to delete the File, you can temporarily update the Field to be optional or you can delete the File from the Files tab, if you have access.
You can Import Submitted Form data from your local computer using a simple spreadsheet file.
The CSV text file format is a universally accepted way to move data between systems, and since most spreadsheet and database programs can import/export CSV text files, it is an ideal way to exchange data.
If the Custom Form has a file upload field, then you might want to connect the Submitted Forms to Files. First, upload all of the necessary files via the Files tab. Next, enter the file name, for each file that has already been uploaded, in the file upload field column in the CSV file. When files are uploaded into liveSite underscores are inserted for spaces in the file name, so make sure the file names in the CSV file are correct.
Please be aware that a Submitted Form may not be connected to a Design File or a File that is already an Attachment. Also, you must have edit access to the File's Folder in order to connect it to a Submitted Form.
There are two methods for collecting Submitted Form data. The most common is to capture a Submitted Form each time a Custom Form Page is submitted through the website. The other method is to import the Submitted Form data from a file.
There are some limitations when importing Submitted Forms:
The status for all imported Submitted Forms is set to Complete. It is not possible to import Incomplete Submitted Forms.