PDF and Excel Sheet Export of Form Responses
There are 2 types of exporting responses in Smart Forms for Jira:
Export all form responses
Export individual form responses from issue
1. Export all form responses as a PDF file. To obtain all the responses submitted for a particular form in a PDF format, follow these steps: Open the add-on, choose the desired form, click on the "Export Responses" dropdown, and select the "PDF file" option. Once the export process is finished, you'll find that all the submitted data from the form is preserved in the PDF as a filled-out form, maintaining the original form layout with the submitted information in the respective form fields. This allows for a faithful representation of the collected data in its original format for easy viewing and reference.
1.1. Export individual form responses from the issue as a PDF file. Click on the Responses button within the form added to the Jira issue to retrieve a specific form response. After the PDF file export finishes, you will find the submitted data from that form response displayed in a structured table format.
Responses collected from private projects will only be visible in the PDF file for users who have access to those specific private projects.
In exported PDF files only filling data will be shown.
Embedded elements cannot be displayed in a PDF file.
Attachment elements cannot be exported from a PDF file.
If you need attachments, add a form to the Jira issue or share a form with external users with set up Create an issue, so you can follow the attachment link in the PDF file and see them in the Jira issue attachment field.
2. Export all form responses as an Excel sheet. If you prefer to retrieve all the responses from a specific form in an Excel sheet, you can do so by opening the add-on, selecting the desired form, clicking on the "Export Responses" dropdown, and choosing the "Excel sheet" option. After the Excel sheet export is complete, you'll discover that all the submitted data from the form is presented in a structured table format, simplifying the process of viewing and analyzing the collected information.
2.1. Export individual form responses from the issue as an Excel sheet. Click on the Responses button within the form added to the Jira issue to retrieve a specific form response. After the Excel sheet document export finishes, you will find the submitted data from that form response displayed in a structured table format.
If the form is added to a private project, responses in an Excel sheet will only be viewable for users with access to that particular private project.
In the exported Excel sheet only filling data will be shown.
Attachment elements cannot be exported from an Excel sheet.
If you need attachments, add a form to the Jira issue or share a form with external users with set up Create an issue, so you can follow the attachment link in the Excel sheet and see them in the Jira issue attachment field.
The date format is set according to the date format specified in the Jira settings.
Questions? Please contact us via email support@saasjet.atlassian.net
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