How to create and use response view

How it works

Response views give you intant access to all of your data across all of your forms in your workspace. When you create a response view, you can immediately see every response predefined columns such as Responded At, Form Name, and Status.

The response view can then be customized to include data from specific columns from one or more Formlis, show data associated with events (like Payments), or even filtered to show a subset of the original data.

Once your response view is has been customized and filtered, your response data can easily be exported directly to Google Sheets or CSV.

Response View Types

“Response” View

The response view type defines the granularity of the response data you are viewing. By default, a response view is a type Responses. This view type shows one row per response.

For example, if someone starts a Form and completes it it would show one row with the data collected from any completed blocks. If the responder does not complete the response, the a row will still be present in the Response view with the status of “In Progress”.

“Payment” View

A response view can be a “Payment” response view. A “Payment” response view will have one row per payment. These payment rows will be able to display additional data specific to the payment such as Payout Date, Payment Status, Payment Date.

For example, if a responder signs up to make a recurring payment, the response view would contain one row that is can display data specific to that payment. The following month when the payment renews, two rows will be show in the response view and each row would show information specific to the payment that was made. If the the payment in the following month a fails, it will show a Failed as a Status on the second payment.

In addition to showing payment specific data, “Payment” views also have the ability to show any data from the original response. For example, if a responder completed any other blocks in addition to the Payment block, that response data from the those blocks will be included in the response view.

Setup Guide

Formli has two types of response views: Responses and Payments. A “Responses” response view will have one row per response, while a “Payment” response view will have one row per payment. Both types of views allow you to add, delete or edit columns, sort your responses and apply filters for each column. You can use columns from one Formli or combine them from different forms.

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Default columns of the Responses view

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Default columns of the Payments view

This guide covers how to:

Create new response view
Create response view for specific Formli
Manage views (reorder, rename, duplicate, delete, copy link)
Add and Edit columns
Merge multiple columns into one
Filter and sort your responses
Reset response view to the default settings

How to create new response view

Go to Responses .

Click on the +Create view button.

Edit the "View Name" (or leave it as the default).

Select the “View Type”. You can choose Responses for all type of data or Payments to collect specific data about payments.

Click on Create button.

Your new view is added to the list.

Create response view for specific Formli

Open the Formli editing page. Open More menu and then click on Export responses button

Click on the Generate Response View button to create a response view for this Formli. This will generate a response view with all the columns from this Formli automatically.

Manage your response views

Reorder views

If you have multiple views that cannot be displayed in one row, you can see the full list by clicking on the more… button. You can drag and drop your views to change the order.

Click on … menu to see the list of actions availiable for the view

Rename - modifies the name of the view.
Copy link - enables sharing the view link with the team or saving it for future reference.
Duplicate view - creates a copy of the view with identical settings.
Delete - removes the view along with all its settings.

How to add columns

All available columns are located in the column picker under the Formlis and Events sections. There is a default name for every column, you can modify it if you want.

Click on the Columns button.

Click on the +Add Columns button.

Click on the arrows to open the list of Formlis, blocks and availiable columns. Events section contains payments and responses data.

Select the column(s) using the checkboxes. You can add one or multiple columns at a time.

Click on the Save button. Your column(s) will be added at the end of the table.

How to edit columns

Click on the Columns button.

Click on … menu to see the list of actions availiable for the view

Click on the Edit button to change name or referenced data of the column. You can use ‘[’ to find the reference and use it in ‘Select data’ field.

Click on Hide to hide column. This action is reversable, you can change it back and show column again.

Hidden column

You can delete several columns at one time- select multiple columns using checkboxes and click on the Delete button

You can also use drag and drop to reorder columns (both in the dropdown list or in the top of the table) and change the width of each column.

How to merge multiple columns into one

There is a possibility of merging multiple response view columns into one column. When this happens the app will generate a new column that will include all the data and reference tags from the merged columns.

Select columns using checkboxes and click on the Merge button.

Create the name for the new column and click on Save

New column will be added at the end of the columns’ list. Source columns will be deleted. Please consider that columns with multiple references are not filterable.