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Level 2
October 11, 2021
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Export Custom Forms as Excel file

  • October 11, 2021
  • 1 reply
  • 589 views

Right now you can export a custom form that is attached to a project as a PDF. That is a wonderful functionality, however it would also be amazing if we had the option to download as an Excel file. When it's exported as a PDF it seems to be in a row/column format already, so putting that into an Excel file right off the bat would be a huge time saver.

1 reply

Level 2
September 21, 2022

Also in conjunction with this, some fields from custom forms dont ALL populate in excel exporting - you're required to either export to PDF, or TSV file then open in Excel.

Straight export to excel for all data/ fields from custom forms would be a time saver, far more efficient!