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Accessing Form Data
Using Motion.io's drag-and-drop form builder, you create custom forms and attach them to tasks to streamline your process of collecting client files and information.
👋 Tip: Click here to learn more about creating forms and including them in client tasks with the "Attach a Form" task option.
This article will explain how to view completed form submissions in Motion.io and export the data within them as PDF or CSV files.
How to View Completed Form Submissions
After a client submits a form, you can view the information they entered by selecting the task where a form was included. To do this, select a project from your dashboard and click on the name of the completed form task.
How to Download Completed Forms
When viewing a completed form in Motion.io, the "Download Form" button at the bottom of the task modal will allow you to export the data your client entered as a PDF or CSV file.
Download Completed Forms as PDFs
Selecting the "Download as PDF" download option will open a new tab that displays the completed form in a PDF viewer.
📢 Note: Only form submissions that contain a signature can be downloaded as a PDF. All other form submissions can be downloaded as a CSV.
In the open tab, click the download icon at the top right side of the viewer to save a copy of the PDF to your computer.
👋 Tip: If your form includes a "File Upload" field, files your client provides when completing the form can be viewed and downloaded by navigating to the file management area of that project.
Download Completed Forms as CSVs
Selecting the "Download as CSV" option will open a window prompting you to save a copy of the completed form to your computer as an editable CSV file.
Export Form Submissions with Zapier
Instead of downloading submission data manually each time, you can use Zapier to export form submission data and automatically send it to another software application.
This guide walks through the process of creating a Zap that detects when a specific form is submitted in Motion.io and automatically sends the information your client enters to any external software application you are using.