Once a form is published within Form Center, it will become available to add as an entry within notebooks. Forms that you own can only be used within notebooks that you own.
To add a form to a notebook page, add a new “Form” entry and select your form from the dropdown list.
Saving Data to Form Center
Data collected from form entries can be exported in aggregate as a CSV file from Form Center. However, users can choose when their data is ready to be included in the data aggregation.
Unlike other entry types, forms have two methods of saving. This can provide flexibility for new forms that may need multiple edits or revisions to finalize their data.
Note: any required fields must still be completed to save your entry.
When saving a form entry, you will be presented with two options:
Save and Include
Selecting this option will include your data in the Form Center data aggregation.
Save Only
Selecting this option will save your form to the page but its data will not be included in the data aggregation.
When saving your form with this option, a warning banner will be displayed on the saved entry.
Once a form entry is included in data aggregation, any additional edits will always be saved to Form Center and updated in the CSV export.
Form Entry Considerations
- If a form entry is deleted from a notebook page, its data will no longer be included in the CSV export.
- If a form is archived in Form Center, no further edits can be made to its existing entries.
- If a form entry is copied or duplicated within the same notebook or to another notebook belonging to the same owner, the new form will not be included in the data aggregation until the form entry is edited.
- If a form is copied or duplicated to a notebook belonging to a different owner, the new form cannot be included in the data aggregate and will not be editable.
- If a notebook containing forms is transferred to a new owner, the old notebook owner’s forms will no longer be available to add to notebook pages and existing form entries will become uneditable. The old notebook owner will still retain the CSV data in their Form Center, which can only be accessed by the new owner if they are assigned Account Administrator role to the former owner’s account.