Managing Responses
Once your form starts collecting responses, you can manage them directly from the dashboard. This guide covers the global responses page, submissions table, saved views, in-progress saves, individual response views, exports, and email notification tracking.
Viewing responses
Section titled “Viewing responses”There are three ways to access responses:
- From the sidebar — Open Responses to browse responses across all forms in your Formspace.
- From the forms list — Click the response count link on any form card, or open the ⋯ menu and select Responses.
- From the form builder — Switch to the Submissions tab at the top of the builder.
The global Responses page is best for quickly finding recent responses across forms. The form-specific routes open the submissions table for one form.
Global responses page
Section titled “Global responses page”The Responses page lists responses and in-progress saves across your Formspace. Use it to:
- Search by form title, respondent email, or submission number.
- Use the quick Waiting on me filter to find approvals assigned to you.
- Filter by form, status, workflow status, approval state, assignment, and date range.
- Sort newest or oldest first.
- Open a response in a slide-in panel, or open the full response page.
If approvals are waiting for you, the sidebar shows a count beside Responses. The Responses page can also show approval cards so reviewers can find pending, completed, and assigned approvals without opening the form builder first.
This page is useful when you know a response exists but do not remember which form it belongs to, or when you need to work through approval tasks across several forms.
The submissions table
Section titled “The submissions table”The submissions table gives you a spreadsheet-like view of every response. Each row is either a submitted response or an in-progress save, and each column maps to a field in your form.
Built-in columns
Section titled “Built-in columns”Every submissions table includes these columns by default:
| Column | Description |
|---|---|
| Status | Whether the row is Submitted or In progress. |
| # | The submission number, assigned sequentially after submission. In-progress saves do not have a number yet. |
| The respondent’s email address (if collected via an authenticated access mode). | |
| Received | The date and time the response was submitted, or when an in-progress save was last updated. |
| Submitted by | The name of the respondent, if available. |
| Email status | Whether notification and thank-you emails were sent successfully. |
Question columns
Section titled “Question columns”In addition to the built-in columns, each question in your form gets its own column. The column type adapts to match the field type — for example, boolean fields show checkmarks, and file upload fields display download links.
For complex field types like matrices and dynamic panels, the table breaks the data into multiple sub-columns so you can see each value individually.
If the form has internal-use pages, panels, or questions, their fields appear in a grouped Internal column section. Responders cannot see or submit those fields, but team members can review and maintain them from the dashboard.
Table settings
Section titled “Table settings”Click the Table Settings button (gear icon) to customize which columns are visible and adjust their order. This is especially useful for forms with many fields where you only need to focus on specific data.
If a form has a published workflow, workflow columns are also available. The table can show the workflow version, workflow status, and approval-specific columns. Approval columns are grouped by approval block so related status, approver, decision, and form data columns can be expanded, collapsed, moved, hidden, and exported together.
For workflow setup details, see Workflows.
Sorting and filtering
Section titled “Sorting and filtering”- Click any column header to sort by that column. Click again to reverse the sort direction.
- Use column filters to narrow down the data you see. Filter types adapt to the column — text columns support keyword search, while date columns support range filtering.
Saved views
Section titled “Saved views”Saved views let teams reuse a submissions table setup for a form. A view can store:
- Column order, column widths, pinned columns, and hidden columns.
- Active sorting and filters, including relative date filters such as today, this week, or this month.
- Footer calculation choices for supported question columns.
Use the views menu above the table to save the current setup as a new view, switch between views, save changes to the active view, duplicate a view, rename a view, delete a view, or set a view as the form default.
The form default view opens automatically for everyone who views that form’s submissions. If no default view is set, the table opens with the standard submissions layout.
Footer calculations
Section titled “Footer calculations”Numeric question and expression columns can show footer calculations in the submissions table. Use the footer calculation control to choose whether a numeric footer shows the average, sum, minimum, or maximum value for the currently filtered rows. Saved views remember the selected footer calculation for each column.
AI analysis
Section titled “AI analysis”You can ask the AI Assistant questions about collected submissions, such as:
- “What percentage of people chose option A?”
- “Group responses by department and show the average satisfaction score.”
- “Which choices were most common last month?”
The assistant can inspect your form schema, read only the submission fields needed for the calculation, and return aggregate results. It should not return raw respondent records or per-person answer data.
In-progress saves
Section titled “In-progress saves”If Progress saving is enabled for a form, respondents can save a partial response and continue later. These rows appear in the submissions table with an In progress status.
In-progress saves:
- Can be viewed by form editors from the submissions table.
- Can be filtered out using the Status column if you only want submitted responses.
- Do not have a submission number until they are submitted.
- Do not count toward monthly response limits.
- Do not trigger notification emails, thank-you emails, or PDF attachments.
PDF export and response editing are only available for submitted responses.
Individual response view
Section titled “Individual response view”Click any row in the submissions table to open a detailed view of that response. The response detail panel shows:
- Submission number and timestamp for submitted responses, or saved-progress status for in-progress saves.
- Respondent email (if available) and when the response was submitted or saved.
- Email notification status — a badge indicating whether notification and thank-you emails were sent successfully, with a tooltip showing full details. In-progress saves do not send these emails.
- Workflow status and approvals — if a workflow ran for the response, the panel shows the run status, approval cards, approval form data, and a workflow run dialog with the run canvas and event timeline.
- Full response data — rendered as an interactive, read-only version of your form with all answers filled in. This includes respondent answers plus any internal-use page data maintained by your team.
Actions
Section titled “Actions”From the response detail panel, you can:
- Edit the response data.
- Save as PDF — use the PDF icon in the panel header to download the response as a PDF file (see PDF export below).
- Open in full page — view the response on its own dedicated page, which also has a Save as PDF button in the toolbar.
These actions apply to submitted responses. In-progress saves are view-only until the respondent completes them.
Exporting data
Section titled “Exporting data”You can export your responses as CSV or spreadsheet-friendly TSV files for use in spreadsheets and databases, or as individual PDF files for sharing and archiving.
Data export
Section titled “Data export”- Open the submissions table for your form.
- Apply any filters, sorting, saved views, or column visibility settings you want in the table.
- Click Export in the table toolbar, then choose CSV (.csv) or Spreadsheet (.tsv) to export all filtered rows in the current view.
The export respects your current table settings — only visible columns are included, and they appear in the same order as your table. Use CSV (.csv) for general data tools and Spreadsheet (.tsv) when spreadsheet apps do not split CSV columns correctly.
You can also export only selected rows by selecting rows with the checkboxes, then right-clicking a selected row and choosing a format from the Export submenu.
PDF export
Section titled “PDF export”You can download submitted responses as formatted PDFs. Each PDF renders the full form with the respondent’s answers filled in, making it easy to share, print, or archive.
When you trigger a PDF export, a progress dialog appears while the PDF is being generated. The dialog closes automatically once the download completes.
Single response
Section titled “Single response”There are three ways to save an individual response as a PDF:
- From the submission detail panel — Click a row to open it, then click the PDF icon in the panel header.
- From the full response page — Open a response in its dedicated page and click the Save as PDF button in the toolbar.
- From the submissions table — Right-click a submitted row and select Save as PDF from the context menu.
Bulk export
Section titled “Bulk export”To download multiple responses as PDFs at once:
- Select the submitted rows you want to export by clicking the checkboxes in the submissions table.
- Click the Download PDFs button in the command bar that appears at the bottom of the screen.
The progress dialog tracks each PDF as it’s generated (e.g., “Generating PDF 3 of 10…”) with a progress bar. Once all PDFs are ready, they are bundled into a single .zip file that downloads automatically. The zip file is named using your form’s title — for example, customer-feedback-submissions.zip — or submissions.zip if your form doesn’t have a title. In-progress saves are skipped because they are not final submissions.
If some PDFs fail to generate, the successful ones are still included in the zip and the dialog reports how many failed.
File naming
Section titled “File naming”Individual PDF files are automatically named using your form’s title and the submission number — for example, customer-feedback-submission-42.pdf. If your form doesn’t have a title, the file is named submission-42.pdf.
What’s included in the PDF
Section titled “What’s included in the PDF”- Header — The form title (or a custom header title, if configured) and the submission number are displayed at the top of each page, separated by a · dot.
- Workflow status — If the response has workflow approvals, the current workflow status is shown in the page header.
- Approval blocks — Completed approval steps are included as natural response sections, with the approval status, reviewer summary, and any configured approval form fields.
- Page numbers — Shown in the footer by default (e.g., “Page 1 of 3”). You can turn these off in PDF Settings.
- Form page breaks — If enabled, each page from a multi-page form starts on a new PDF page.
- Quiz results — If your form uses quiz scoring, correct/incorrect indicators are shown alongside each answer.
- Timeline page — If enabled in PDF Settings, a separate timeline page includes response activity, workflow events, and the PDF generation event. Timeline timestamps are shown in UTC.
- “Powered by Formspace” link — Appears in the footer. Organizations on Pro or Premium can remove this branding in the form settings.
Configuring PDF exports
Section titled “Configuring PDF exports”You can customize how PDFs are generated for each form via the PDF Settings card on the Publish tab. The following options are available:
| Setting | Description |
|---|---|
| Orientation | Choose portrait or landscape page orientation. Landscape is useful for wide matrix questions or many columns. |
| Right-to-left | Enable RTL layout for languages like Arabic and Hebrew. |
| Page numbers | Toggle page numbers in the footer on or off. |
| Form page breaks | Start each page from a multi-page form on a new PDF page. |
| Timeline page | Include or exclude the response activity and workflow event timeline page. |
| Header title | Set a custom title for the PDF header. Leave blank to use the form’s title. |
| Margins | Adjust the top, right, bottom, and left margins (in mm). |
Changes take effect the next time a PDF is exported — you don’t need to re-publish your form.
Language and RTL support
Section titled “Language and RTL support”PDF exports are rendered from the submitted form response and support the same response content shown in the dashboard. Enable Right-to-left in PDF Settings when exporting responses for RTL languages such as Arabic or Hebrew.
Emoji characters are rendered as images in the PDF so they display correctly across viewers.
Troubleshooting images missing from PDFs
Section titled “Troubleshooting images missing from PDFs”Formspace loads images with anonymous cross-origin access so it can resize large images before adding them to a PDF. The PDF rendering service also adds its own request and signature headers. This can cause the browser to send an OPTIONS preflight request before downloading an image, even when the image URL works when opened directly in a browser.
If an externally hosted image is missing from a PDF, its server must support anonymous CORS requests and allow the headers requested by the preflight. A typical configuration is:
Access-Control-Allow-Origin: *Access-Control-Allow-Methods: GETAccess-Control-Allow-Headers: *The image’s GET response must include a matching Access-Control-Allow-Origin header, and the OPTIONS response must allow GET and the requested headers. Access-Control-Allow-Origin by itself may not be sufficient. If the image host does not support these CORS requirements and you cannot change its configuration, upload the image to Formspace or use an image host that supports cross-origin image requests.
Deleting responses
Section titled “Deleting responses”To delete responses:
- Select one or more rows using the checkboxes in the submissions table.
- Right-click to open the context menu, or use the toolbar action.
- Select Delete and confirm.
Email notification tracking
Section titled “Email notification tracking”If you have email notifications enabled, each response tracks the delivery status of all associated emails.
If your organization is on a Pro or Premium plan and PDF attachments are enabled for those emails, notification emails can include the internal response PDF. Thank-you emails to respondents include a respondent-safe PDF copy without workflow approval details or timeline events.
The Email status column shows at a glance whether emails were sent successfully. Hover over the badge to see details:
- How many notification emails were sent (and to whom).
- Whether a thank-you email was sent to the respondent.
- Any delivery errors that occurred.
This helps you quickly identify if a team member missed a notification or if a respondent didn’t receive their confirmation.
Responses from the form card
Section titled “Responses from the form card”You don’t always need to open the full submissions table. The forms list gives you a quick summary:
- Each form card shows the total response count.
- Click the count to jump directly to the submissions table.
- Form cards also show the form’s current status — Live, Draft, Closed, or Live · Draft Changes — so you can see at a glance which forms are actively collecting data.
What’s next?
Section titled “What’s next?”- Publishing & Sharing — Configure access controls and email notifications.
- Formspace Settings — Manage your organization, domain, and subscription.
- Subscription & Billing — Upgrade your plan to remove branding from PDF exports and more.