Senpiper
  • Introduction to Senpiper One Resource
  • Getting started
    • Overview
    • Log in to the platform
    • Web workspace
    • Mobile Applications
    • White-labeled Apps and custom domains
  • Groups/Applications
    • Groups Overview
    • How to create groups?
    • Open vs Closed groups
    • Managing group members
      • Types of group members
      • Manual Group member management
        • Adding users individually
        • Adding users in bulk
        • Removing users
      • Automated user management
        • How to define criteria for adding users?
        • How to auto-remove users?
        • User Removal Alerts and Task Delegation
    • Group Details on web
      • Form Table View
      • Kanban View
      • Group chats
      • Pending task (assigned to you)
        • How to access the tasks assigned to you?
        • How to take actions on the tasks assigned to you?
        • How to toggle between different views?
    • Group Details on Mobile Apps
      • Managing Group Views
      • Group Chat Features
      • Form Submissions
        • Form card settings
      • Media Directory
        • How to create Media folder ?
        • How to upload media ?
        • How to delete Media ?
      • Pending Tasks
      • Group Settings
  • Media folders
    • Overview
    • How to access the Media Folders?
    • How to create media folders?
    • How to upload media files in folders?
    • How to delete media folders and files?
  • Scheduler
    • Overview
  • HOW TO CREATE APPLICATIONS
    • Overview
    • Tools to create an application
  • USER MANAGEMENT
    • Introduction
    • Managing users
      • User lists
        • How to create user lists?
        • How to create users?
        • How to add custom user list parameters?
      • How to add users to a user list?
        • Adding multiple users to a user list
      • More actions
        • Viewing users
        • Searching users
        • Downloading user lists
        • Delegating tasks
        • Viewing the change log of a user profile
        • Editing users
        • Deleting users
        • Blocking users
        • Unblocking users
        • Unlocking user
        • Granting permissions to users
    • Managing custom roles
      • Creating roles
      • Assigning custom roles to users
      • Removing custom roles from users
      • Granting permissions to roles
    • Roles and Users for the Reimbursement Use Case
  • FORM BUILDER
    • Introduction
    • How to create forms?
      • Basic details
      • Adding fields and saving a form
        • Types of fields
        • Default field settings
        • Individual field settings
        • Creating master records
        • Language settings for fields
      • Additional form settings
        • Conditions
          • Manage field settings
          • Copy field values
          • Conditional values of fields
            • Master Mapping
          • Validate field values
          • Calculate field values
          • Validate location
          • Face Matching
          • Append values to a field
        • Submit button settings
        • Configure pre loader
        • Configure post loader
        • Set form card layout
        • Set form table properties
    • Advanced concepts
      • Parent-child form settings
      • Using report data in forms
    • Editing forms
    • Deleting forms
    • More form options
  • WORKFLOW BUILDER
    • Introduction
      • Overview
      • Navigating workflow builder
      • How to add a new workflow?
      • How to view draft workflows?
    • Defining workflows
      • Define conditions for a workflow step
      • Define Workflow Actions
        • Configuring communication settings
        • Configuring a conditional assignee
        • Selecting an assignment strategy
      • Define workflow Step
        • Updating the status for a step of the workflow
        • Configuring button settings for a step of the workflow
          • Basic details
          • Form edit settings
          • Assignment settings
          • Comment log settings
          • Auto trigger settings
          • Time settings
      • Ending workflow
    • Editing workflows
    • Deleting workflows
    • Designing the reimbursement workflow (Path 1)
    • Designing the reimbursement workflow (Path 2)
  • ALARM BUILDER
    • Introduction
    • Alerts for form submission
      • Add New Alarm
        • Configuring the basic details
        • Defining the communication type
          • Send an Email
          • Send an SMS
          • Send an App Notification
        • Setting up the schedule for alerts
      • Viewing alarm event details
      • Editing an existing alarm
      • Deleting an existing alarm
    • Alarms for Custom Data Exports
      • Add a new alarm
        • Configuring Basic Details
        • Configure Content
        • Define Schedule
      • View Alarm event details
      • Clone a Alarm
  • General System Settings
    • Introduction
    • Authentication settings
      • Login option Preferences
      • Password settings
      • Custom URLs
    • Organization Branding
    • Custom Settings
    • Enable Sign-Up
      • Build a Sign-up form
      • Settings for Sign-up form
      • Customize Sign-up form
  • DIGITIZE A SAMPLE PROCESS
    • Overview of the process
    • Step 1: Register a company
    • Step 2: Create a group/Application
    • Step 3 : Design forms
    • Step 3: Create Process flow
    • Step 4 : Set up the communication
    • Testing the platform
  • Process migration
    • Introduction
  • Different types
  • Steps for migrating any process
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On this page
  • Accessing and customizing the table view
  • Other options

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  1. Groups/Applications
  2. Group Details on web

Form Table View

PreviousGroup Details on webNextKanban View

Last updated 2 years ago

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With table view, the submissions and their details can be viewed in a tabular format. The status, priority, submitter details, submission date, the assignee of the task, and the fields of the form are displayed as columns of the table.

Accessing and customizing the table view

  1. To access the table view for form details, first click on the required form from the pane and then in the of the Group Details screen, click .

The form submissions are displayed in a tabular format.

The following columns are the metadata that is autogenerated by the system:

  • Action

  • Submitted By

  • Submitted On

  • Current Assignee

The rest of the columns are the various fields present in the form.

2. To view an individual form submission, under the Action column, click Details in the respective row of the table.

The selected form submission details are displayed.

3. To customize the table view, you have two options:

a. Column filter: You can select which columns (fields) you want to display in the table.

The column filter options are displayed.

  • Select the fields that you want in the table view of the form.

    The rest of the fields will be discarded from the table view accordingly.

b. Conditional filter: You can set a condition based on which the table columns will be displayed.

The Choose Filter screen is displayed.

  • Select the fields and add the required conditions using operators and field values.

    In the above image, a condition is added stating that only the values for the field Web Task Name that starts with 'a' should be displayed in the table view. Thus, only the Web Task Names starting with 'a' and their corresponding fields are displayed in the table.

Other options

  • At the top right of the table view, there are more options for the form data.

Icon
Description

Upload data entries to the form in bulk

This is done in 3 steps:

  1. Download the excel template

  2. Fill the excel template with the required data entries that you want to upload

  3. Upload the filled excel template

Download data in excel format

You can customize the excel file and download data as per the name of the user, specific fields, or a specified date range.

Refresh the data in the table

Add a data entry to the form as a new form submission

At the top right of the table view, click .

At the top right of the table view, click .

form
Actions
tab bar
Form Answer Table
Action for a form submisison
Form Answer Submission
Column Filter
Filter form submissions
Apply filter
Form answer table properties