Forum Discussion
jkearley
Mar 10, 2021Copper Contributor
How best to manage a monthly (recurring) form and results
Hi everyone, Each month, following our team meeting i send a survey out to get feedback. The questions are the same, and i leave it open for the same amount of time each month. I wanted to k...
jkearley
Mar 16, 2021Copper Contributor
Would still be great to hear back from you RobElliott or from anyone else who can help as i have to use the form again soon. Thanks, Jodie
CYappert
Apr 09, 2021Brass Contributor
ok .. forms are not saved into one drive .. but the spreadsheet output is and can be.
What I've found is the best way is to create a sheet in the one drive area you want the data set to be in. Then you can from within excel (for Web) attach a form to the spreadsheet. In this way all of the data from the form will go into the file you want. Only one form per workbook though..
Also you can delete the data from within the form .. and leave the data in the sheet. Do delete data form. Go into the form editor and the Responses Tab .. in there you see options to page thru the data and delete the submissions you don't want. Just don;t sync the data back tot he sheet our you may loose data.
an escape hatch here is to copy the old data to a new tab .. so one tab per month.
What I've found is the best way is to create a sheet in the one drive area you want the data set to be in. Then you can from within excel (for Web) attach a form to the spreadsheet. In this way all of the data from the form will go into the file you want. Only one form per workbook though..
Also you can delete the data from within the form .. and leave the data in the sheet. Do delete data form. Go into the form editor and the Responses Tab .. in there you see options to page thru the data and delete the submissions you don't want. Just don;t sync the data back tot he sheet our you may loose data.
an escape hatch here is to copy the old data to a new tab .. so one tab per month.