Submission export workshop

For:Administrator

From a form’s submissions, Smart Excel opens an export wizard. The file respects the active filters: you can therefore prepare a targeted list without having to re-sort in Excel.

Prepare the file

1. Filter the submissions to export.
2. Open Export then Smart Excel.
3. Select a usage template when the form allows it.
4. Adjust the columns using Recommended, Essential, All or None.
5. Search for a column, check the preview, then download the .xlsx file.

The proposed models depend on the actual data available: list of registrations, orders and quantities, participants, payments, schedules and attendance, documents to be checked, addresses and logistics, hazkarot or room layout.

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The other exports remain available

The workshop complements the existing exports. PDF exports and PDF checkboxes remain accessible when they are relevant to the form.

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Control sensitive data

Remove unnecessary columns before transmitting the file and share it only with authorized persons.

Select the scope and time slots

The workshop allows you to select the scope before exporting. For a calendar form, select one or more time slots when this filter is available; check the summary before generating the file or preparing a campaign.

The exported values are based on the current catalog, with appropriate adjustments for older entries. The quantities ordered limit the occurrences of products: excess occurrences do not represent additional participants.

The registration PDF can include a summary per person and a product table. To adjust the level of detail for a row, use Data Studio.