Manage form submissions

Once a form has been reviewed, the submission can be moved out of the main inbox.

Banno Content gives you the ability to archive, export, or delete form data as needed.

Archiving form submissions

  1. Select Forms in the main navigation to open the Forms list.
  2. Select the check box next to any forms you'd like to archive.
  3. Select Archive in the menu that appears at the bottom of the screen.
    The selected forms leave the inbox and move to the archive.
    Archived forms can be retrieved by selecting Archive in the left-hand panel on the Forms screen.

Exporting form data: For specific forms

On the Forms screen, you can export form data for several forms at once, or by selecting a single form submission, as detailed here.

  1. Select Forms in the main navigation to open the Forms list.
  2. Select the check box next to any form submissions you want to export.
  3. In the menu that appears on the bottom of the screen, select Export.
  4. Select the file type for the export.
    • CSV
    • Excel
    • PDF
    A file downloads to your device that includes all the selected form submission data.

Exporting all form data: For groups of forms

The Forms screen allows you to export all form data for all forms at once, at any grouping level from the left-hand panel (All forms, Filter by form, Archive).

The Export all option provides a file full of all form data for the selected area.
  1. On the Forms screen, select an option from the left-hand panel for the grouping you want, such as All forms, Archive, or any option in the Filter by form section.
  2. Select Export all.
  3. Choose from:
    • CSV
    • Excel
    • HTML
    • JSON
    • PDF
  4. When the confirmation screen appears, select Confirm.
    The file containing all form data downloads to your computer.

Deleting form submissions

  1. Select Forms in the main navigation to open the Forms list.
  2. Select the check box next to any submissions you'd like to delete.
  3. In the menu that appears at the bottom of the screen, select Delete.
    CAUTION:
    Deleting a form submission removes it from the system entirely, and it is no longer retrievable.