FireForm data entry actions

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Overview

In FireForm, you can view, export, and delete form entry data from the Admin dashboard.

Note:
The instructions below refer to the Production (PRD) and Stage (STG) environments.

View form entries

From the Admin dashboard, select Tools > Form Entries from the top menu. The resulting page displays all form entries in the tenant for the last 30 days. Use the "Start Date" and "End Date" fields to filter the form entries by date range.

You can sort the results by form ID number, form name, submitted by, submitted date, workflow step-state, or assignee/group using the appropriate drop-down filters. You can also search results using the search bar; enter criteria in the search bar and select Search.

To view a form's "Form Entry Details" page, select the form's ID.

You can share a form entry with another person who has administrative access to your tenant with a query string. In the example below, replace tenantcode with the code for your tenant and 8010 with the form entry short ID:

https://tenantcode-fireform.eas.iu.edu/admin/formentry/display?id=8010

Export form entries

Follow the instructions above to view, search, and sort form entries.

To export a single entry:

  1. Select an entry to view the "Form Entry Details" page.
  2. Select Export to generate a .csv file containing all of the entry data.

To export a .csv file containing only the form comments (whether set to "show" or "hide"), select Export Comments.

To export multiple entries for the same form:

  1. Select a form from the "Form:" drop-down filter. An Export button will appear in line with the filters.
  2. Select Export to generate a .csv file with data for all form entries associated with the selected form.

Download a PDF

Follow the instructions above to view, search, and sort form entries.

To download a PDF that includes the form labels and data from a single form entry:

  1. Select a form entry to view the "Form Entry Details" page.
  2. Select the Download PDF button.
Note:
For element data types that are designated Restricted data, Critical data, or PHI, the data will be masked in the PDF.

Delete form entries

You can delete form entries individually or in batches. To delete form entries, you must have full Admin access or a role that includes Delete permission. You cannot delete form entries with associated payments.

To delete a single form entry, navigate to the desired form entry and, at the top right, select Delete.

To delete multiple form entries:

  1. Navigate to Tools > Form Entries.
  2. In the leftmost column of the table, check the boxes for all entries you want to delete.
  3. Once you have selected the first box, a new Delete # selected form entry button (where # is the number of boxes you have selected) will appear. Select this button.
  4. A confirmation dialog will appear. If you still want to delete all the selected entries, select Yes.
Note:
Any form entry containing an element with a classification of Restricted data, Critical data, or PHI, cannot be deleted until after 90 days. A message will appear stating that the form cannot be deleted until the specified date (for example, “Delete disallowed until mm/dd/yyyy”). The form entry can be deleted on the 91st day.

Get help

If you have additional questions, need to report a bug, or would like to make enhancement requests for the FireForm system, submit a FireForm Support Request.

This is document bgci in the Knowledge Base.
Last modified on 2023-09-07 08:09:39.