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0/46
Foundation
0/43
Practitioner
0/37
Advanced
0/20
Super User
Practitioner quizzes: 0 of 43 passed
  • ○Pop-Out Chat Feature (not passed yet)
  • ○Chat reminder (not passed yet)
  • ○Chat to SD (not passed yet)
  • ○Chat to email to chat (not passed yet)
  • ○Email to chat to email – non PaT users (not passed yet)
  • ○C2E Attachments (not passed yet)
  • ○Email to BFF (not passed yet)
  • ○How SD chats work with SD Members and External Users (not passed yet)
  • ○Docked Chats (not passed yet)
  • ○Inline chats (not passed yet)
  • ○Multi-Tasks (not passed yet)
  • ○Task Integrity: what it is and why it drops (not passed yet)
  • ○Chat to task to project (not passed yet)
  • ○SD Task wall view (not passed yet)
  • ○Using SDs as a report or meeting minutes app (not passed yet)
  • ○Running Meetings with SDs (not passed yet)
  • ○Invite Attendees (not passed yet)
  • ○Recurring tasks: create and edit (not passed yet)
  • ○Info Icons (not passed yet)
  • ○Moving Section Headers (not passed yet)
  • ○SD Element Categorisation (not passed yet)
  • ○Add any Image as a Section Header Icon (not passed yet)
  • ○Embedding SDs in SDs (not passed yet)
  • ○Assigning an SD to a new parent (not passed yet)
  • ○Filing and retrieving SDs (not passed yet)
  • ○SD Owner Functions (not passed yet)
  • ○Docking SDs and Updating Images (not passed yet)
  • ○Embedding live data in an SD (graphs and spreadsheets) (not passed yet)
  • ○PaT AI (not passed yet)
  • ○Track Engagement (not passed yet)
  • ○Share and record your screen (not passed yet)
  • ○Different Form Uses (not passed yet)
  • ○Form Wall (not passed yet)
  • ●SD Form Responses: finding and exporting form responses (this page)
  • ○Video rooms: guests joining and asking to record (not passed yet)
  • ○Comprehension Audits (not passed yet)
  • ○Evidential audits: completing one (not passed yet)
  • ○LMS Architecture (not passed yet)
  • ○Safe Walks (not passed yet)
  • ○Customer-specific training: how it works (not passed yet)
  • ○How PaT Manages Inactive Users (not passed yet)
  • ○How to unlock a module for a staff member (not passed yet)
  • ○Health and safety templates (not passed yet)
  1. Documentation
  2. Practitioner
  3. SD Form Responses: finding and exporting form responses

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SD Form Responses: finding and exporting form responses

Summary SD Form Responses, on an SD's Advanced tab, lists every response to that SD's form in a grid: one row per response and one column per field. You can search, filter and sort it, open any…

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Summary SD Form Responses, on an SD's Advanced tab, lists every response to that SD's form in a grid: one row per response and one column per field. You can search, filter and sort it, open any response, and export it.

Steps

Step 1

Open the SD that has the form, and click its Advanced tab.

Step 2

In the menu on the left, under PaT BI, click SD Form Responses.

Step 3

The Form Responses grid has one row per response. There's a column for each field on the form, then Created_At, Created_By, Modified_At and Modified_By. "No data to display" means nobody has filled in the form yet.

Step 4

A field that has been deleted from the form keeps its column, with "(deleted)" after its name, so earlier answers aren't lost.

Step 5

To find responses, type in "Type here to search within data...".

Step 6

To filter or sort by one column, click the three dots in its header ("Sort and filter options"). Under Filter, enter a value and choose a Filter Type, such as Contains. Under Sort, click Sort A-Z or Sort Z-A. Click the cross to close the menu.

Step 7

Click View at the start of a row to open that response in a new browser tab.

Step 8

To export, click Export, then choose Export Current Page (the rows on screen) or Export All Data (every response).

Step 9

Click the refresh arrow at the top right to load the latest responses.

Check yourself

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