Form Results

View Entry

To view results of those who have filled out a form:

  1. Navigate to "More > Forms."
  2. Click "View Entries" under the name of the form you'd like to view the results for.
  3. Click "View" on the list by the entry you'd like to view in more detail or click "Download as Excel" to download an Excel file of all of the data.

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Edit Entry

To edit a submitted form entry:

  1. Navigate to "More > Forms."
  2. Click "View Entries" under the name of the form you'd like to view the results for.
  3. Click "View" on the list by the entry you'd like to edit.
  4. In the lower-left, click the "Edit" button, make the desired changes, and click "Save."

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Print Entry

To print a submitted form entry:

  1. Navigate to "More > Forms."
  2. Click "View Entries" under the name of the form you'd like to view the results for.
  3. Click "View" on the list by the entry you'd like to print.
  4. In the lower-left, click the drop-down arrow next to the "Edit" button and select "Print" from the list.

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Download Entries

To download all the entries into an Excel file for a given form:

  1. Navigate to "More > Forms."
  2. Click "View Entries" under the name of the form you'd like to download entries for.
  3. Towards the top right, click the "Download as Excel" button.

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Delete Entry

To delete a form entry:

  1. Navigate to "More > Forms."
  2. Click "View Entries" under the name of the form you'd like to view the results for.
  3. Click the delete icon to the right of the entry you'd like to delete.

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Reconnect Entry

To reconnect a form entry:

  1. Navigate to More > Forms
  2. Click "View Entries" under the name of the form you'd like to view the results for.
  3. Click "View" on the list by the entry you'd like to view in more detail.
  4. Click the dropdown beside "Edit" and select "Update Profile" 
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Comments

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

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  • 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" 

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  • 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?

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

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  • 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!

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  • 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.

     

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  • 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. 

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  • 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.

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  • 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!

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  • 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. 

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

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  • @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! 

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  • Sheley, you mention having the results emailed to a specific person, how do I set that up?

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  • I think I have asked this is a different area, but is there any way to print all the forms at once, rather than view and print them individually? This feature would be a great asset when I need all the individual forms versus a downloaded summary.

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  • Hey David,

    Unfortunately, there isn't a way to print all the Forms at once, only all the individual results by first downloading as Excel. So sorry for the inconvenience here. That could be a neat feature though! If you'd like to submit a feature request for this idea, you can do so by going to this link: Submitting Feature Requests.

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  • Hi, is there a way to select multiple form entries to delete?  We have a 'rolling' form which is used for registrations for a programme which runs 4 times per year.  As we use the auto-tagging system, we need to delete old entries from the form, but doing this one at a time with the popup confirmation for each deletion is extremely time consuming

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  • @james

    Thanks for taking a moment to reach out to us with your question about forms. I certainly understand where you were coming from here! Fortunately, we do have a best practice for this. The suggestion would be for you to copy/create a new form. You can do this by clicking one button that gives you access to the same form, just without the entries. You could also Archive OR Delete the old form whenever you're done if necessary. See here: https://a.cl.ly/v1u2WWlv 


    If you do it this way, the only additional step would be creating a new automation to auto-tag form respondents. 

    Let us know if this was helpful for you!

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  • Hi Stephen, thanks for your response. We do use that method (copying the form) for many of our forms.  The issue we have with a couple specific ones is that the form links have been sent out to a huge number of organisations and we can't keep everyone updated with the latest form link.  We need them to be able to return to the same link each time (to nominate young people from their school for our programme).  In order to do this we need to simply select the 30-100 existing entries in that form and delete them in bulk.

    Thanks

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  • @james

     

    Thanks for the additional clarity here! Yes, it appears that the only way to delete people from a form is to do so individually. We sincerely apologize for any inconvenience this may cause. Please let us know if there's anything else I can do for you!

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  • I'm seconding James's suggestion for an ability to "mass delete" respondents to a form.  This might be a helpful feature to consider, but of course, would need be clearly labeled (to distinguish it from the button that currently deletes a person's profile.  Yikes!).  Thanks Breeze Team!  --Becky W

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  • Hi Becky!

    Thanks for taking the time to mention that this would be helpful for your church as well.

    If you wouldn't mind, I'd recommend Submitting a Feature Request for this idea. The reason being is that this is the best way for our Product Team to get their eyes on the current needs of our Breeze users and learn how we could continue to grow in our ability to serve churches and organizations in the future. 

    Have a wonderful week :) 

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