17. Export Web Forms Form Data |
If you wish to save all the data from routed forms submitted by users to a CSV (comma separated value) file, you can easily export data by individual user, time frame, or status.
Form data can be exported only by users who have Web Forms Manager privileges. These privileges are set up by the system administrator. See Set Up Web Forms Managers for a step-by-step guide on how to give users Web Forms Manager rights.
If you have Web Forms Manager privileges, export application data to a CSV file as follows:
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From the Home Page, click Web Forms on the Share360 menu.
The Web Forms window appears.
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Click Manager Options or My Options.
Note: You can access My Options from any page; just use the left navigation in My Options to find the specific Home Page or application options.
The Web Forms Manager Options Menu window appears.
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Click Export Form Data.
The Export Form Data window appears.
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Specify the application data to export as follows:
Form Name: Enter the title of the data to export.
Form ID: Enter the range of form IDs to export.
Subject: Enter a specific topic or keyword.
From: Enter the name of the person who originated the data.
Status: Enter status information--Pending, Approved, or Declined.
Date (Time Period): Enter a specific time period of the data to export.
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Click Export.
The download location window appears.
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Select a location.
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When done, click Save.