Posts Tagged ‘form results’
There are occasionally situations when you need to amend the information submitted on a form:
- A customer reaches out after submitting a form, realizing they had entered incorrect information
- Some time after they registered for an event via one of your forms, an individual contacts you saying they had moved or changed phone numbers
Instead of asking the customer to submit the form again, find the reference number of the form submission and view it online, then use the Edit and Revision History buttons illustrated above to update the relevant data fields.
If you’re viewing the form entry on a mobile device, the Edit and Revision History buttons may be hidden to avoid cluttering the page. Tap Show Editing in the main menu to show the buttons.
Editing & Revision History
When you update a data field, the new value will show online, in PDF documents and in Excel reports. But it's important to understand that the original value submitted and all changes are kept on FormSmarts and can be viewed in the Revision History.
In the example below, we've changed the email address associated with a form entry where Sheryl was mistyped as Sherly, making the address invalid. The characters removed (crossed out with red background) and added (underlined with green background) are clearly visible.
Built for Teams
Each modification made to a form entry is associated with the FormSmarts user (account admin or invited user) who made it, allowing all users to know who made each change. In the example above, the amendment was made by the user viewing the changes, noted as Me. Other users would see that person’s name.
Regulatory & Compliance Considerations
Auditing and Compliance
When an individual submits an online form, they may be under contractual obligation to provide accurate information — or need to certify that the information submitted is true and accurate to the best of their knowledge.
Although FormSmarts allow members to alter the information originally submitted on a form, changes are made in such a way that we preserve the original value submitted and all changes made.
- Changes are append-only, they cannot be undone or retracted
- The precise change is preserved
- Each revision is associated with the user who made it
- A timestamp is kept for auditing
If you are processing information about individuals in the European Union, use this feature to allow users to exercise their legal right to rectification (right to have inaccurate personal data rectified) under the GDPR regulation.
FormSmarts allows customers to collect online form submissions on the cloud and download aggregated entries in a format, CSV, which is supported by all spreadsheet applications (including Microsoft Excel, Apple Numbers and Apache OpenOffice) and many other data analysis tools. We’ve recently added the option to export form responses to native Excel format (.xlsx or .xls) instead of the default CSV for Excel.
The main reason we decided to support the new export format is to solve an issue with phone number fields that may not be displayed correctly when Excel opens a CSV file. The Excel XLSX format also has a few other benefits, but we expect most members to continue using the default CSV format in the foreseeable future. Please read on to find out if and when you would benefit from using the new format.
Benefits of the Excel .xlsx Format
Phone Number Fields
Provided you have set the Allowed Content (data type) of phone input fields to Phone Number, FormSmarts stores phone numbers as character strings rather than numbers to ensure any leading zero is not dropped from phone numbers. Unfortunately, Excel interprets character strings that only contain digits as numbers, thus removing leading zeros. Members who collect phone numbers on their forms, especially in locales where phone numbers may start with a zero (some US states and part of Asia & Europe), should set the Export Format to the Native Excel option in the Report Generator settings, as illustrated above.
If you find out when opening a CSV spreadsheet from FormSmarts that leading zeros were dropped from phone numbers, update the export format and create another report. Provided phone input fields were correctly created as phone number fields, the correct information, with any leading zeros, is stored on FormSmarts. No information was lost, any errors is due to the Excel import process and can be easily fixed by generating a new report after changing the export format.
All settings of the Report Generator but the timezone are kept in your browser, so as long as you use the same browser and allow FormSmarts to store information in your browser, your export preference will be saved from one session to the next.
Form Results with Data in a Non Western-European Language
When a spreadsheet contains data in a language other than English or another Western-European language, customers need to make sure when opening an Excel/CSV report from FormSmarts they select the UTF-8 (Unicode) encoding in Excel’s Import Wizard. The content of the spreadsheet may otherwise not be displayed properly. Alternatively, exporting form entries to a native Excel (.xlsx, .xls) spreadsheet removes the need to select the correct text encoding.
Note that FormSmarts stores data with a universal encoding (UTF-8) that supports all languages, so if you find out that a report appears corrupted when opening the spreadsheet, open the file again and select the UTF-8 encoding or switch the export format to Native Excel: no data was lost or corrupted.
The native Excel format offers a few other benefits and we expect their number to grow in the future:
- The URLs of form attachments are clickable links
- The FormSmarts Reference Number (the penultimate column in the spreadsheet) links to the form response on FormSmarts. Use this link to add a note to a form submission, check where it was submitted from (IP address, approximate location), export it to PDF, print it, delete it and more. As we add more functionality to the page showing individual form responses (like the ability to tag and edit a form response), we expect more and more customers to rely on links in the spreadsheet as part of their workflow.
The native Excel format is supported with Business Plus accounts and above.
FormSmarts supports accounts with multiple users, allowing an account owner to give invited users access to selected online forms.
How to Enable Multiple User Accounts
- Set up an account alias
- Create users
- Manage user permissions
Set Up an Account Alias
Before allowing sub-users to sign in to FormSmarts, you first need to set up an alias for your account. The alias must be unique and easy for users to memorize. A good choice is probably your organization or department’s name. Users will need to enter the account alias on the log in screen.
To create an account alias, visit the Account Overview panel of your account.
Create a User
- Users sign in to FormSmarts with their email address, account alias and password
- Before creating a user, add their email address to your account in the Settings Tab of the Form Builder and verify it
- Users can’t change their auto-generated password at this time, they need to ask the account administrator to reset it for them
Manage User Permissions
For each form, a user can be granted permission to:
- access individual form entries online or download a PDF (e.g. from the link in email notifications)
- download form attachments (file uploads)
- generate Excel reports
- add tags and notes to a form entry
- edit or delete a form entry
How to Sign In as an Invited User
We’ve updated the log in screen to allow all FormSmarts members to sign in on the same page. Account owners (aka account admins) can sign in in the usual way with their email address and password. Invited users also need to enter the account alias provided by their account admin as shown in this video.
Multiple users are available with our Business Plus package and above.
FormSmarts allows you to better engage with your user community by adding a social component to your online forms. The assumption with social networks is that a user is more likely to perform an online action such as filling out a form, registering for an event or sign up for a class if she knows that her friend or colleague has already done so.
Online Forms Get Social
For each form, FormSmarts allows you to set up a message template that will be used to post an update to social networks when the form is submitted. The message can incorporate any information entered on the form.
The user’s expectation when filling out online forms is that the information submitted will only be disclosed to the form owner, and you clearly need to ensure you don’t leak personal information (more about this in the last section). We define two types of input fields on a form. Those which will be populated by information which—taken out context—is so general that it can be safely disclosed, and those which should be kept private. In the example below, we deem First Name, City and Country as public, while all other fields are deemed private.
How to Set Up FormSmarts to Post Twitter Updates
First connect your Twitter account with FormSmarts to allow FormSmarts to post tweets on your behalf. You will be taken to Twitter for authentication and asked to authorize FormSmarts to post updates using your account. You will only need to do this once. Note that FormSmarts will not have access to your Twitter password. Once this is done, Twitter will send you back to FormSmarts.
Next click on Twitter Feed Setup in the Form Details screen of the form builder. Enter a short text using placeholders $1, $2, $3,… where you want the value of the corresponding input field to be inserted. Use $1 for the value of the first input field, $2 for the second, etc., in the order fields appear on the form.
Posting Updates to Your Facebook Wall
When someone submits a form, FormSmarts can post an update to your Facebook wall via the Twitter App for Facebook. First set up FormSmarts to post updates to Twitter as described in the previous section, then add the Twitter App to your Facebook page or profile. We will add native support for Facebook if there is demand—please let us know here. (Note: if you ended up here while looking for information on integrating an online form to Facebook, read this).
Respecting the Privacy of User Information
Protecting the information of your users is of paramount importance. When someone submits his information via an online form, he does it with the implicit understanding that his personal information will not be disclosed.
- Add a privacy note on the form (like on this demo) to ensure people understand that some none-personal information will be posted to social networks. Say what information will be published.
- Make sure you’re using the correct placeholder (e.g. $1, $2,…) in the message template. Remember that $1 will be replaced by the value of the first input field in the order they appear on the form, $2 will be replaced by the value of the second input field, etc.
- If you change the order of fields on the form, don’t forget to update the message template with the correct placeholder name.
- Always test the form after setting up a Twitter feed or changing field order.
To further prevent the leak of confidential information, FormSmarts will not publish Twitter updates for SSL secure online forms, even if this has been set up through the online form builder.
How to Disable a Twitter Feed
If you no longer want FormSmarts to post a Twitter update when a form is submitted, simply erase the message template in the Twitter Feed Setup screen (pictured above) and save changes.
FormSmarts allows users to collect online form responses on the cloud and export them to Excel at their convenience with the Report Generator.
Enable Form Data Storage for Export to Excel
Export to Excel requires that you turn on data storage for each of the forms for which you would like to use this feature.
For privacy reasons, form submissions were not saved on the cloud by default in the past. For Business accounts created after March 20, 2017, storage is now enabled by default. This does not apply to Pro accounts, for which storage is turned off by default and must be enabled for each form if needed. Note that the storage space available with Pro accounts is limited.
To enable stored form results and allow Excel reporting, visit the Submit Actions tab of the Form Details screen of each of the forms for which you would like to access form responses online, as shown in the video below.
You will then be able to download Excel reports from stored form responses in a few clicks with the report generator. Business-level members may also view individual form responses online and download a PDF Report.
To enable storage of form entries by default when you create a new form, check Turn on cloud storage for all new forms in the Settings Tab of the form builder. This option is only available in Business accounts and is turned on by default for accounts created after March 20, 2017.
Updating Form Results
To ensure you get consistent and up-to-date data when you export form results as an Excel spreadsheet:
- If you find out a form response has incorrect or out-of-date information, edit it and amend the data
- After you submit a test run, remember to remove it.
Excel Report Generator Settings
Show Field Names in the First Line
If checked, the first line of Excel reports will show the name of each field. This option is enabled by default.
The report generator allows you to specify the date range over which a report is generated by either picking a start & end date or choosing a preset period of time (This Week, Last Seven Days,…). For the time periods that depend on the first day of the week (This Week, Last Week), we use the default first day of the week for your country (as set in your account). You can change this under More Options.
Preset time periods, date ranges and the form submission timestamp shown in Excel reports are now using your time zone (as defined in your computer settings). If you would like to generate a report using a different timezone, select the relevant city in the Timezone drop-down list. Note that the city selected by default may not be your city of residence, but it will be a city in the same timezone.
Export Format: CSV or XLS
Choose the reports format from Comma-Separated Values (CSV), the default, or the Native Excel format (XLS or XLSX).
Importing an Excel Report When the Spreadsheet Contains Non-Western European Characters
If an Excel (CSV) report contains text in a language other than English, you may need to change the character encoding to Unicode (UTF-8) in Excel’s Text Import Wizard, as illustrated below. The report may not display correctly for languages other than English unless the encoding is set to Unicode (UTF-8).
The email format we use to send form responses is flexible and supported by all desktop, web-based, and mobile email clients. Plain-text emails however become tedious to read and process for long forms and when form results must be printed for processing, e.g. for mortgage application forms, quote request forms, and many types of forms in the insurance and real estate industries.
Get Form Responses in Rich-Text Format
FormSmarts users now have the option to have form submissions sent formatted as a table in a rich text (HTML) email.
The main advantages of HTML emails are:
- Form reports are shorter
- Look is more appealing online and printed
- Email addresses, web links, and callto links (e.g for Skype) will launch the relevant application when clicked, as long as the field type as been set correctly.
To start receiving form results in HTML, change the Email Format to HTML Email in the Settings tab of your account.
Customize the Subject of Form Response Emails
With Business accounts, the subject line of form response emails can be customized on a form-by-form basis via the API Console as explained in the API documentation. The subject line template may include parameters that will be replaced with the form’s name, its ID, the FormSmarts reference number of the form submission, or the value of a particular input field.
|$form_id||Form ID, e.g. 196x for form http://f8s.co/196x|
|$fs_ref_num||The FormSmarts reference number of the form submission|
|$1, $2,… $n||The value of the nth input field. The data type of the field must be one of Letters Only, Letters+Numbers, Positive Integer, Number, Country, Date, or the value of a drop-down list, radio buttons or checkbox.|
Email subjects can’t be customized via the form builder at this time.
View Form Responses Online or Get a PDF Report
Business-level customers can view form data online and download a copy in PDF using the links located at the bottom of email notifications.
Note: This feature requires that data storage be enabled for each of the forms for which you would like to be able to access form responses online.
Download a PDF
To download a form response in PDF, use the Download PDF link at the bottom of the email notification. If you’ve deleted the message (or have turned off email notifications), generate an Excel report and locate the form entry. Use the link corresponding to the form entry to access it on FormSmarts and download a PDF.
View & Manage Individual Form Responses
FormSmarts allows users to view and manage each individual form entry online via the View online & add notes link in the email notification. If email notifications are turned off or you have deleted the message, download an Excel report and locate the form entry. Use the link corresponding to the form entry to access it on FormSmarts.
You can also work out the URL of a form response if you know its Reference Number: assuming the Reference Number of a form entry is
QR6SADIWB4THC6H9S94635LA, its URL is
Manage a Form Response
View a form response on FormSmarts add notes or comments about it, download a copy in PDF or delete it.
Form Response Metadata
In addition to form data, the page contains additional information that is not accessible by other means like the timestamp associated with the entry and the IP address and approximate location from where the form was submitted.
We’ve updated FormSmarts form builder and form processing back-end to allow several email subscribers for each form. We’ll be releasing more subscription mechanisms later this month.
The number of email subscribers allowed for each form depends on your plan.
With the new version of FormSmarts, Pro users can now subscribe to form results using one or more of the following mechanisms:
- Email subscription. Subscribe one or more email recipients.
- Stored form results. Aggregate form submissions on FormSmarts, and
download them later as Microsoft Excel documents.
A notable change is of course the ability to send forms to several email addresses. The allowance of one email recipient per form for users of the free service stays unchanged.
The new subscription mechanism should best fit the needs of most users. We welcome your feedback about this development.
You can manage the email addresses linked to your FormSmarts account in the Settings tab of the online form builder, under Email Accounts.
Adding an Email Account to FormSmarts
Before you can start using an email address as the destination email of a form, you must add it to your account and verify it.
To add a new email account to FormSmarts, visit the Settings tab of the form builder. Click the Email Accounts link and enter a name and email address under Add an Account.
FormSmarts verifies that the owner of an email account agrees to his email being used by sending a verification link. Once the email account owner has visited the verification link, the status of that email address will change to Verified. Use the Refresh button to check if a newly added email account has just been verified. You can start using an email address as a form subscriber or as your FormSmarts login as soon as it shows as Verified.
Changing the Destination Emails of a Form
When you create a new form, responses are sent to your login email address by default. To have a form sent to another email account (or email accounts):
- Add a new email address to your account as described in the last section.
- Click on the icon showing a pen to edit the relevant form and check or uncheck email subscribers as required in the Submit Actions tab as illustrated on the screenshot above.
Note: An email address will only appear in the list after it has been verified (see previous section).
Changing Your Login Email
You can set any of the verified email addresses registered on your account as your FormSmarts login. Note however that you won’t be able to use an email address as you login if it’s already the login of another account.
A user icon is displayed next to your login email address.
Note: Any email addresses that you use as your login or form recipient has the Active status and cannot be removed (the corresponding trash can will be grayed out).
Removing an Email Address From Your Account
To remove an email address from your FormSmarts account, Visit the Email Accounts pane of the Settings tab and click on the trash can icon corresponding to the email address you want to remove.
Trash can icon grayed out? The trash can icon will be grayed out if the corresponding email address is still in use as a form recipient by at least one form or is the account’s login. To remove the email address, first edit each of the forms in the Forms tab and uncheck that email address under Form Subscribers (see screenshot above). Then go back to the Settings tab, refresh the list of email accounts, and click on the relevant trash can icon.
We welcome your feedback about this feature. This will help us improve it in the future.