Reviewing Form Submissions

The Recorded Data section, is used to manage data that has been submitted from a form, submit new entries and export data from the entries. 

To access the Recorded Data General section of an existing BizForm

1. Log in to the club's ClubHouse Online website with an Administrator user account and access Club Central.
2. From within Club Central, click Planet icon (Open Application List) at the top left.
3. Select Content Management > BizForms from the Applications list. 
4. Select the pencil icon (Edit) beside the Form name to be edited.
5. Select Recorded data from the left navigation. If No data found is displayed, this indicates that there are no entries for the form.

New Record

An administrator can submit an entry for this form using the New Record button located at the top. This will display the form as it would be displayed within a page on the website.

1. Click New Record button.
2. Enter data for each field.
3. Determine if notification emails should be sent if they were setup by selecting the respective checkbox at the top: 
   • Send notification e-mail
   • Send autoresponder e-mail
4. Click Save to submit the form.
5. The entry will be added to the Recorded Data table.

Select Displayed Fields

If an administrator doesn't want to see all the data information at once, they can change the number of columns they are viewing on screen, when viewing the recorded data table. 

1. Click Select Displayed Fields button.
2. Use the Select all or Deselect all button to change all selections quickly.
3. Select the checkbox(es) to be displayed on screen.
4. Click Save & Close.

Manage data for a submitted form

Each entry submitted will be added to a table in the Recorded Data section with the newest entry added to the bottom. By clicking on a column heading (display name for a field) the data can be sorted by that column in ascending or descending order (by clicking on the same column heading a second time).

Each entry submitted will have its own row and the following icons under the Actions column.

• ​Green Pencil Icon to edit or view the entry, it will be displayed as it is setup in the Layout section. 
• ​Red Trash Can to delete the entry.
• ellipsis to Clone the entry.

Export data submitted in the forms

The recorded data can be exported at any time. If any data should be kept, it is recommended an export be run before an entry is deleted. Once an entry is deleted it cannot be retrieved. The data can be exported to various formats, including Excel, CSV, and XML. 

1. Click the column heading Actions.
2. Select the export format.
3. The export will be downloaded to the user's computer. 
4. Open the file to see the data.