Form Results

Was this article helpful?
6 out of 11 found this helpful
Sorry this article wasn't more helpful - we'd love to improve it! Can you let us know what it was missing?

Comments

12 comments

  • Avatar
    tmsalles

    I would like to know how to give a user access to view form entries. I don't see that answered anywhere.

    0
    Comment actions Permalink
  • Avatar
    Sheley

    Hi @tmsalles - you'll do this through the users and roles section.  Go to More > Users and Roles > Roles and then edit or create the new role.  You'll then choose the "Forms" dropdown and choose "View Entries" 

    0
    Comment actions Permalink
  • Avatar
    Cory Oswald

    Hi, Sheley.

    Is there any way to set up a role to view only the entries of just one particular form, as opposed to all forms?

    0
    Comment actions Permalink
  • Avatar
    tmsalles

    I have the same requirement, this would be very helpful if there were a way to do this.

    0
    Comment actions Permalink
  • Avatar
    Sheley

    Hey @Cory and @Tmsalles - At this time we do not have that feature.  What we do recommend is having the form results email to any specific person who you'd like to see the results of that form but not others.  Then they'll get all the responses directly to their inbox!

    0
    Comment actions Permalink
  • Avatar
    PastorAlonso

    I don't see any summary view for the forms. I can drill down using the filters and manipulate manually with excel, but is there a view that provides summary data. For instance, if we are hosting an event with different meal options or tracks, how can I simply see the total entries/registations for each option at one time from within breeze.

     

    0
    Comment actions Permalink
  • Avatar
    Sheley

    Hey Pastor Alonso - great question.  The best method of doing this would either involve doing the filters or exporting to excel and sorting by your meal options.  The filters are a great method to get an idea of who signed up for each item as they'll give you an at-a-glance look at the names of each person based on the filter of your choosing. 

    0
    Comment actions Permalink
  • Avatar
    technology

    Is there a way for users to change their own survey responses, but not see anyone else's?

    We do an annual survey of what kind of things people are willing to do in the church (read scripture, be on a committee, etc) and we'd love to just invite people to edit their responses from last year.

    0
    Comment actions Permalink
  • Avatar
    Micah M.

    Hey @technology!
    Great idea! I just tested this on my end and you can certainly make this work! Just make sure you have your Role permissions set-up properly. You'll need "My Profile" as well as "Edit Entries" selected. Here's a quick screenshot for an example. This should only allow a person to edit his/her own form entry without seeing any other results. Feel free to reach out to Support if you get stuck or need additional assistance - we would be happy to help!

    0
    Comment actions Permalink
  • Avatar
    Shannon Karaba

    Hello - @Sheley, @Cory, @tmsalles,Regarding the question of setting up a role to only view one form, I think I may have found a way to do that. Breeze - double check me on this! I'm in the process of testing it. I created a Smart Tag that funnels all entries to a Tag. I then created a role specifically for Form Mgmt | "Name of Event". I then narrowed down the user permissions within Roles to the following:

    People - View: name, phone, email, address

    Actions - Email

    Only Access Certain People: People in Tags,  "Name of Tag"

    Tags - View

    Forms - View Entries, Edit Entries, Delete Entries, Only Access Certain Forms, Allow Access To: "Name of Form"

     

    Breeze - could this work? Just a suggestion. 

    0
    Comment actions Permalink
  • Avatar
    Shannon Karaba

    I need to update that entry. Not a Smart Tag...Auto-Tag Form Respondents....

    0
    Comment actions Permalink
  • Avatar
    Stephen Ivey

    @skaraba

    Great work here! This would certain only give the Role Access to the people who have filled out the Form. 

    Let us know if this proves to be useful for you! 

    0
    Comment actions Permalink

Please sign in to leave a comment.