Forms & Surveys: Submissions Page Revamp

Forms & Surveys: Submissions Page Revamp

November 02, 20243 min read

Gold Star Pro has introduced a suite of updates for the Forms & Surveys Submissions page, improving how users view, manage, and interact with form data. This new setup makes handling form submissions more user-friendly and efficient. Here’s a breakdown of what’s changed and how to make the most of these new features.

Key Enhancements to the Forms & Surveys Submissions Page

1. Expanded Column View

  • Previously, only three primary columns (such as name and email) were displayed, limiting the view. Now, all columns associated with a submission can be viewed in the table, giving you access to a complete dataset at a glance.

2. Dynamic Column Customization

  • Choose What You See: You can now select or deselect columns based on what information you want visible. This is helpful for focusing on the most relevant details.

  • Reorder Columns: Organize your data in the order that suits your workflow best. Simply drag columns to rearrange them as needed.

3. Copy and Direct Action Functions

  • Quick Copying: Copy key details like phone numbers and emails directly from the table without additional steps.

  • Direct URL Access: For any submissions with URLs, click directly from the table to visit these links without extra navigation steps.

Step-by-Step Guide to Using the New Features

Accessing the Forms & Surveys Submissions Page

  • Navigate to Sites > Forms > Submissions in your Gold Star Pro dashboard to view the submissions page.

Submissions

Viewing and Managing Individual Submissions

  1. Expand Submission Details:

    • Click on the expand icon (in red) next to a submission to view the full details for individual entries.

  2. Download Submissions as PDFs:

    • Select the download icon (in green) to download any individual submission in a PDF format.

Click on expand icon

Bulk Actions for Submissions

  • Select Multiple Submissions: You can select multiple entries to either download them collectively in a CSV format or delete selected entries as needed.

    in CSV format

Customizing Your Table View

  • Manage Columns: Click on the Manage Columns option to choose which fields you want visible, deselect any that are unnecessary, and adjust the order as preferred.

  • Adjust Column Widths: Resize column widths by dragging the edges to get a clearer view of long or detailed information.

manage columns

Exporting Submissions

  • To download all form submissions, use the Export button, which allows you to save the data in CSV format for easy offline access or further analysis.

    'Export' button

column width

Upcoming Features in Development

To further improve the Submissions page experience, Gold Star Pro is working on:

  • Sorting Options: Soon, users will be able to sort submissions by various fields for easier access to specific entries.

  • Advanced Filtering: Filtering options based on specific criteria will soon be available, helping users analyze and manage submissions more effectively.

Conclusion

With these improvements, managing form and survey submissions in Gold Star Pro is more intuitive, flexible, and efficient. By expanding the column views, enabling dynamic customization, and adding direct action features, Gold Star Pro helps you focus on what’s important and keeps your data organized. Make sure to explore these new tools and check back for upcoming features to enhance your workflow even further.

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