Customize your form’s results table

The data management tool in the form builder displays all the data collected through your form in a result table. In this table all the fields of the form are displayed (as columns) by default.
If, for any reason, you wish to customize this table so you can view only certain fields (certain columns) – you can do so using the filter terms.

Following are steps to customize your result table in the data management tool:
1-Press on the ‘filter’ icon in the ‘data’ section of the upper toolbar or on the ‘new report’ icon in the ‘report & chart’ section of the upper toolbar.
2-Use the filter terms to select the fields you would like to see in the result table and make sure that all of their ‘show’ checkboxes is turned on.

3-Press on ‘apply’.
4-The result table will update and show only the fields you chose in the filter terms.

default results table – before the filter is applied

customized results table – after the filter is applied

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Corresponding with your form fillers

the form builder‘s data management tool allows you, not only to collect the data entered in the form, but also to email a form filler in response to the data he entered.
This correspondence is done via the ‘private forum’ option, which is a messaging system that enables you and the form filler to send each other messages back and forth.

Steps to use the ‘private forum:
1- enter the data management tool (press on the ‘data’ link in the ‘data center’ or ‘form data’ tab in the ‘form builder’)
2- stand on the relevant entry row and open its ‘tools’ sub menu and choose ‘private forum’.

3- A discussion window will open and you will be able to send a message to this form filler in the right section’s ‘subject’ and ‘body’ fields.
If this is the first time you open this window for this specific row than you will notice that the discussion tree is empty and a message ‘No discussion started yet’.

4- press on ‘send’ and an alert will appear (saying that the discussion was saved in the tree and that the email was sent to the user).

An email will be sent to the form filler containing your message and enabling him to respond using a form.
5- Each message, whether from the form filler or from you will now appear in the discussion tree on the left.