Collecting submissions of online forms designed with Plumsail Forms
Note
Data collection and storage are enabled by default for all forms that you create.
Activate submissions
The property is ON by default; if turned off, the data is not processed in any way. Disable it when testing and developing a form.
Save submissions
The property is ON by default; if turned off, the data from the form is not saved to your account. Even if not saved, the data still goes to all endpoints you have configured for your form, such as SharePoint, Airtable, Power Automate, Zapier, Make, or any other endpoint you have configured.
Submissions are stored indefinitely by default. To optimize storage use, in the form settings, define a period after which submissions are automatically deleted:
Warning
Deleted submissions are not recoverable.
Saving drafts
Allow users to save their unfinished forms as drafts:
This lets users save their progress and come back to finish their form later. Users can save their draft in two ways:
Using a built-in Save & Resume button in your shared form page, located outside the form.
Using a Save & Resume control you placed inside your form.
Note
Since users can only access their drafts through a public URL, your form must be approved.
When clicking on either of these buttons, a dialog opens, where they can save the draft link or send it to their email:
Drafts are not counted as submissions, but they take up storage space. Drafts are stored for 30 days by default. Adjust this period in the form settings:
Manage saved submissions and drafts
If you decide to save the data to your account, you can view it in the Forms section of your Plumsail Account. Select the form’s name to view its submissions:
Switch between views for submissions, drafts, and attachments:
After each submission, the data is available in Plumsail Account, where you can view or export the data as CSV:
Click the gear icon to select which fields display and their order:
Hover over a submission and select the vertical ellipsis (⋮) to open the context menu:
Available options:
View the submission details in a separate modal dialog:
If you open the submission in a form, view all the data presented on a form or export the form to PDF:
View the submission source in JSON:
Manage attachments
To see all of the attachments linked to the submissions, select the Attachments view.
Download attachments to your device and delete those you don’t need.
Schedule submission removal
Configure auto-removal of submissions from Plumsail Account and their attachments after a specific number of days:
Note
If submissions are deleted, they cannot be restored.
Archive form
Archive the form to stop gathering submissions. When users open the form, they see a message that the form is unavailable.
Activate the form at any time:
