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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. This article will explain how to view completed form submissions in Motion.io and the options for downloading and exporting form submission data.
👋 Tip: Click here to learn more about creating forms and including them in client tasks with the "Attach a Form" task option.
How to View Completed Form Submissions
After a client submits a form, you can view the information they entered by selecting the task where you attached the form. To do this, navigate to your project's "Tasks" page and click on the name of the completed form task.
👋 Tip: If clients mark a task where you attached a form as "Complete" but fail to provide all of the information you need, you can send it back to them by clicking the "Request Changes" button. Click here to learn more.
How to Download & Export Form Submissions
Motion.io provides several different options for downloading and exporting form submissions, both individually and in bulk. The sections below will explain each of the options available.
Download Forms Individually as CSV Files
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 CSV file.
👋 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 Forms Individually as PDF Files
When clients submit a form that requires their signature (using Motion.io's "Require Signature" task option), you will have the option to download their completed form as a PDF.
To download a completed form submission as a PDF, click the dropdown arrow on the right side of the "Download Form" button and select "Download as PDF." 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.
📢 Note: Only form submissions that contain a signature can be downloaded as a PDF. All other form submissions can be downloaded as a CSV.
Export All Submissions for a Particular Form
If you'd like to export all submissions for a particular form in bulk, Motion.io provides a fast and convenient way to do so.
To bulk export all submissions of a specific form, navigate to your account's "Forms" page and click the "download" icon on the right side of that form. A modal will open, prompting you to save a CSV file containing all the submission data for that particular form.
Export Completed Forms with Zapier
To automate the process of exporting form submission data and sending it to thousands of different possible software applications (and in whatever file format you'd like), Motion.io's Zapier Integration provides a way to do so.
This guide explains how to create 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.