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.

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

1. Go to Responses .

2. Click on the +Create view button.

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

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

5. Click on Create button.

Your new view is added to the list.

Create response view for specific Formli

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

2. 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.

1. Click on the Columns button.

2. Click on the +Add Columns button.

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

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

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

How to edit columns

1. Click on the Columns button.

2. 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.

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.

1. Select columns using checkboxes and click on the Merge button.

2. 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.

How to filter and sort your responses

You can filter by every column that is added to the view and use filter operators for different data types.

1. Click on Filters button

2. Select column from the list of added columns

3. Select operator and add the value for filtering

4. Use +Add filter button if you need multiple filter criterias to be applied

5. You can see the number of applied filters on the Filters buttton

You can set filter values dynamically via URL parameters. Add a filter to the column but leave the value blank. You can use different operators available for that data type.

Then, add the filter value to the URL. For example, &Status=In+Progress will show all responses where ‘Status’ contains ‘In Progress’. Invalid values in the URL will not be applied as a filter. You can combine filters for different columns.

You can choose the sorting of the data on your payment or response view. You can sort by Newest or Oldest

Reset response view to the default settings

Use Reset button to clear all filters and sorting. All custom created columns will also be deleted.

Related Guides

ℹ️Export your responses

ℹ️Editing Responses