Form submission logs

Form Submission Logs enable users to track form responses in a centralized, tabular format. This eliminates the need to navigate between individual records or forms to review submission history. Users can search for specific field values, apply filters, sort results, and export data, making it easier to audit and manage form-based interactions across the platform.

Form logging is available in two formats:

• Form submissions against one record: This view displays a detailed log of all submissions tied to a single record. It enables users to review historical submissions for that specific record. Only fields configured to show in the log will appear, with the record's ID being the primary identifier. At this time, collection fields are not supported in the log view.

• All submissions for a specific form: This option shows every record that has submitted a particular form, regardless of the record it is associated with. Similar to the per-record log, only select fields (including the ID field) are visible, and collection fields are currently not supported.

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View form submission logs

1. Perform one of the following steps to access the forms list:

   • In the navigation pane, click  Account Switcher, select the appropriate account and module, and then expand the Forms list.

   • Click to display the current module pane and then expand the Forms list..

   • In the navigation pane, select Settings > Account Management, expand the appropriate account and module, and then click Manage in the Forms tile.

   The list of forms is displayed.

2. Click next to the appropriate form and select View form submissions. The record of submissions is displayed.

3. Click a Record ID. The form submission details are displayed for the selected record.

4. To view all form submissions for the selected record, click Show record's submissions.

5. To view the full details of the record, select View record. This view shows the record's details, activity, linked records, tickets, and attachments.

Save the log to a report

You can save the data in the log to a report that can be accessed from the Reports in the navigation pane.

1. Select Save report.

2. Enter the Report name and Description of the report.

3. Click Save.

Export log details

1. View the form submission log.

2. Click and then select the appropriate export format. The file is generated made ready for download.

3. Click Download Link to download the report file.