How to Save Form Results to a Spreadsheet

Setting up the Save Data Adapter

1. Navigate to the folder that contains all of your form data
2. Select Save Data Adapter from the Add New dropdown menu
3. Enter your information into the following fields
• Short Name: two word hyphenated shortname (ex: bookform-csv)
• Title: any title will do as the user will never see this (ex: Save Spreadsheet)
• Select any extra data you may want: The two useful options here are the date/time and remote_addr(IP address) and possibly HTTP_user_agent (web browser)
• Download format: leave as Comma-Separated Values unless you have a specific reason to use Tab-Seperated
• Include column names: check this box so you see the column headers in your spreadsheet
4. Click Save
5. Click on the Edit tab
6. Verify that a check mark is placed in the Action Adapter section for the save data adapter you just created
7. Click the save button at the bottom of the page

Viewing the Spreadsheet

1. Navigate to your form folder
2. Click on the Content tab
3. Click on the Title of your Save Data Adapter
4. Click the link that says Click here to get the saved input
5. Save the spreadsheet to your computer
6. Open the spreadsheet from the location you saved it to on your computer

Clearing Out the Spreadsheet

The spreadsheet will continue to accumulate data after it is created. If you have a need to blank out the spreadsheet and start over (for example at the start of a new year you may want to blank it out and only collect data from the new year) you can follow the above steps for viewing the spreadsheet but rather than clicking on the link to download the file you can click on the button to Clear Saved Data.