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Viewing Results in Forms

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Moriah Elliott
Updated:

Summary: This guide explains how to manage form submissions in Tithely, providing step-by-step instructions for viewing, editing, printing, downloading, and deleting individual form entries, as well as how to filter results and manually connect entries to existing People profiles.

Before You Begin

  • You must have the necessary permissions for Forms > View Entries and Forms > Delete Entries to perform management actions.
  • Deleting a form entry cannot be undone and is not restorable.
  • Entries connected to a profile can be used with the Action Panel in Forms.

Step-by-Step Instructions

View, Download, and Filter Entries

  1. Navigate to "More" "Forms."
  2. Click "View Entries" under the desired form.
  3. To View: Click "View" on a specific entry in the list for details.
  4. To Download: Click "Download as Excel" towards the top right to download all entries.

  1. To Filter: Turn the "show filter" toggle on directly under the form's title. Select the field you would like to filter by.
    • Tip: The submission date exports to Excel, allowing you to sort by date there.

Edit and Print an Entry

  1. Navigate to "More" "Forms."
  2. Click "View Entries" under the desired form.
  3. Click "View" on the entry you'd like to edit or print.
  4. To Edit: In the lower-left, click the "Edit" button, make changes, and click "Save."
  5. To Print: In the lower-left, click the drop-down arrow next to the "Edit" button and select "Print."

 

Delete an Entry

  1. Navigate to "More" "Forms."
  2. Click "View Entries" under the desired form.
  3. Find the entry you want to delete, and Click the "X" to the right of the entry.
  4. Confirm that you would like to delete the entry. [This action cannot be undone.]

 

Connect or Reconnect Entry to Profile

  1. Navigate to "More" "Forms."
  2. Click "View Entries" under the form.
  3. To Connect (Manual): If the entry is not automatically associated, Click "Connect" under the name. Click "Existing Person" to select the person in the database who filled out the form.
  4. To Reconnect/Update: Click "View" on the entry, then Click the dropdown beside "Edit" and select "Update Profile."

Troubleshooting & FAQs

  • How does the system automatically connect entries to profiles? Automatic association looks first for a name match. If found, it looks for a matching email address or street address to confirm the connection to an existing profile.
  • Why can't I use the Action Panel with an entry? Only entries connected to a profile (either automatically or manually) will be able to be used with the Action Panel in the Forms entries view.
  • How can I easily sort by the submission date? You can download the entries to Excel, as the submission date exports with the file, allowing you to run a sort within Excel.

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