Form Results

View Entry

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

  1. Navigate to "Forms."
  2. Click "View Entries" under 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.

2020-07-02_11-56-01.png

 

Filter Form Entries 

  1. Navigate to "Forms."
  2. Click "View Entries" under the form you'd like to view the results for.
  3. Turn the toggle for "show filter" on directly under the title of the form
  4. Select the field on your form that you would like to filter by and view results on the right. 

2019-12-20_08-42-12__1_.gif

If you wish to sort based on the date of the form submission entries, one recommendation is to insert a required Date field in the Form, so that this data will ultimately be available in a filter search. You can also download to Excel and run a sort by date within Excel as the date the form was submitted exports to the excel file. 

You can use these filters with the Auto-Tag Form Respondents Automated Task

 

Edit Entry

To edit a submitted form entry:

  1. Navigate to "Forms."
  2. Click "View Entries" under 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."

2019-12-20_11-56-15__1_.gif

Print Entry

To print a submitted form entry:

  1. Navigate to "Forms."
  2. Click "View Entries" under 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.

2019-12-20_12-02-40__1_.gif

Download Entries

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

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

mceclip1.png

Delete Entry

To delete a form entry:

  1. Navigate to "More > Forms."
  2. Click "View Entries" under the form you'd like to view the results for.
  3. Find the entry you want to delete, and Click the "X" to the right of the entry. 
  4. You will have to confirm that you would like to delete the entry, as this action cannot be undone and is not restorable to the database. 

mceclip2.png

 

Role Permissions needed for deleting form entries (Forms > View Entries) and (Forms > Delete Entries)

Connect Entry to Profile

Breeze will automatically attempt to associate an entry with the corresponding profile.1 If Breeze is unable to find a match automatically, you can associate an entry manually by using the following steps:

  1. Navigate to "Forms."
  2. Click "View Entries" under the form you'd like to view the results for.
  3. Click "Connect" under the name you'd like to associate.
  4. Click "Existing Person" to select the person in the database who filled out the form.

Only the entries connected to a profile will be able to be used with the action panel in the form entries. 

1 Our automatic association looks first for a match of the person's name. If found, Breeze will look for a matching email address or street address. If either of these are found, Breeze will attempt to associate the entry with the corresponding profile automatically.

Reconnect Entry

To reconnect a form entry:

  1. Navigate to Forms
  2. Click "View Entries" under 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." 
Was this article helpful?
11 out of 27 found this helpful