View Submissions

There are two ways to viewing submissions:

  1. They can be viewed all together at any time or download as needed
  2. In addition to viewing them all together, individual submissions can be sent to specified email addresses as soon as they are submitted

 

View all submissions

  • Go to Shortcuts > Forms

    Go to Shortcuts > Forms
  • Find the title of the form in which you are interested

    Find the title of the form in which you are interested
  • Select how to view submissions

    Select how to view submissions

 

Send submissions to email address

  • Go to Shortcuts > Forms

    Go to Shortcuts > Forms
  • Find the form of interest and click Edit

    the edit button
  • Click Email / Handlers

    This view is a listing of all email handlers created by the title entered upon creation.

  • Click +Add Email

    email button
  • Add a title for the email handler you are creating

    The title appears on the Email / Handlers tab listing.

    Add a title field
  • Enter the SEND TO dropdowns

    Just like typical email clients, people can be sent directly, Cc'd or Bcc'd an email.

    • Select Custom to email address... to enter any email(s) of your choice.
    • The Default email is the contact person for your Columbia Site.
    • Select the relevant field under Elements if the email should be sent to the value submitted in that field.
      • NOTE: only use this option for Email form elements
    send to dropdowns
  • Enter the SEND FROM dropdowns

    Enter the From email to display on the received email

    • Select Custom to email address... to enter any email(s) of your choice.
    • The Default email is the contact person for your Columbia Site.
    • Select the relevant field under Elements if the email should be sent to the value submitted in that field.
      • NOTE: only use this option for Email form elements

     

    [Optional] Enter the From name to display on the received email

    • Select Custom from name to enter any name of your choice.
    • The Default is your site name.
    • Select the relevant field under Elements if applicable
    from email fields
  • Enter the text for the Message to be sent in the email

    Enter the Subject to display on the received email

    • Select Custom to enter any subject you choose.
    • The Default is ?????.
    • Select the relevant field under Elements if applicable

     

    Enter the Body to display on the received email

    • Select Custom to enter any body you choose.
    • The Default is the email text seen in the textfield.
      • IMPORTANT: do not change anything in this textfield.  
      • If you want to change anything, select Custom.
    • Select the relevant field under Elements if applicable
    message fields
  • Select any email values to be included

    Select any values from your form to be included in the email submission.

    included email values option
  • Settings

    Do not touch this!  Keep it set to Send email as HTML.

    settings interface