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  1. Perform the submission query so the data that you to download displays in the table. The default columns in the submission table appear in the spreadsheet even if you are not displaying them in the table. Hide the columns in Excel if you do not want to display them in your spreadsheet.
  2. Click the Download button to save the csv file.
  3. Open the file in Microsoft Excel.
  4. Show/Hide columns in the spreadsheet if desired.

Switching from Export to Excel to CSV Download

  1. Cloud Customers:

    1. The maximum number of Searchable fields  

    2. Edit each form/flow where Export to Excel is configured
      1. Click the Setup Searchable Fields link

      2. Click the Saved Fields tab and review the fields previously set up as Saved Fields

      3. Click the Searchable Fields tab and add every field into the Searchable Field list that was in the Saved Fields list

      4. Save your changes

    3. Email support@frevvo.com to request that the Insight Batch job be run on your tenant if you want to update older submissions with the changes.

  2. In-house Customers:
    1. If you have forms/flows exporting more than 20 fields to Excel, add the frevvo.max.searchable.fields parameter to the frevvo.xml file

      1. Change the value to the number of searchable fields that you want.

    2. Edit each form/flow where Export to Excel is configured

      1. Click the Setup Searchable Fields link

      2. Click the Saved Fields tab and review the fields previously set up as Saved Fields

      3. Click the Searchable Fields tab and add every field into the Searchable Field list that was in the Saved Fields list

      4. Save your changes

    1. Manually run the Insight batch job to if you want to update older submissions with the changes.

     

Changing the Column Order in the CSV file.

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