Form responses
After you have collected responses for a form, you can view those responses in Summary, Sheet, or Individual views from within the form, Review or Survey.
To view form responses:
- From the left sidebar, select People Ops Tools.
- Select Forms
- Select the Responses tab.
All availible responses to the form will be displayed in a default chart time.
If you would like to do additional analysis or share the responses with others, you can build a custom Dashboard by copying the Carrot expression next to the graph.
The sheet is a highly versetile way to view your form response data. It feels in many ways like a spreadsheet. A few features:
- Copying and pasting to a spreadsheet or document
- Navigating with your keyboard like a spreadsheet (along with keyboard tool like shift+arrows to select)
- Quick count/sums/average
If a form requires approval, you are able to see the status of that approval right within the table.
The third tab allows you to view, search and filter individual form responses in a visual card format.
Filter the responses or scroll to view additional responses.
If you need to modify data for a form, survey or review, it is best to edit the form response rather than edit the field directly. If you are editing a field within the form, that field value will be updated as well.
To edit a form response on the Sheet view:
- Find the form response
- Click the Expand icon to view the individual response
- If you have proper permissions, you will see an pencil icon. Click the pencil icon to edit the form response.
- Edit the form response, then Save.
To edit a form response on the Individual view:
- Find the form response using the filters
- If you have proper permissions, you will see an pencil icon. Click the pencil icon to edit the form response.
- Edit the form response, then Save.
For example, if you want to see the responses submitted by the Sales department or forms that are about people who are managers.
You are be able to filter the results by:
- Who submitted the form
- Who the form is about
Depending on the setup of your form, the options will vary depending on the settings of your form. For example if those are the same person, then you will only see a filter for the "Submitted by."
Want to see all the form response from last year? No problem.
Note: this is only available on the Forms page. Surveys and Reviews will limit the response to submissions associated with that Survey or Review.
Export the contents of the table to a CSV using the download button.
If you are currently using a filter, that filter will be applied when downloading.
If you have access to a Form, Survey or Review, then you will have access to the responses sheet. This does not mean that you will have access to all of the form responses. Regular access roles and permissions still apply.
The form responses you have access to are:
- You are the person who submitted the form response
- You have read access to at least one of the fields in the form response.
- If the form is a mix of fields you do and do not have access to, you will see the response, but you will only see the responses to the fields you have access to.
- The form response is not linked to fields, but it was shared with you or you have the formResponse:read permissions
- Note this case in not applicable unless you are using ChartHop forms V2 or have a custom configuration.
