Managing form submissions in ElasticSearch

November 14, 2023

You can view and manage the forms that users submit in an Elasticsearch datatable. Elasticsearch offers easy access to data for analysis. You can also export table data to a CSV file and delete individual submissions from a form.

Note: By default, you can view forms in a JCR dashboard, data table, or metadata table.

In the Elasticsearch datatable, the total number of submissions, average number of submissions per day, and total number of submissions in the last day display at the top of the table. You can click Average per day to display the average submissions per week, month, and year, and click Last day data to display total submissions in the 7, 14, and 21 days.

es-form-results-records.png

Viewing form submissions in Elasticsearch

When you view forms that users have submitted, you can show and hide columns in the table and filter results by date.

To view form submissions in Elasticsearch:

  1. In Jahia, navigate to Site Settings>Forms>View form results. The Form results page displays.
    es-form-results.png
  2. In the Form Display column, select Elasticsearch - Datatable. Click Display form result.
    Form results display in a table.
  3. To show or hide columns in the table.
    • To hide columns, click Hide columns and select the checkbox beside one or more column names in the menu. Then, click outside the column box.
    • To show a hidden column, click the column names below Hide columns, and clear checkboxes to show the columns again. You can also click the clear button 
      es-clear-hidden-columns.png
      to show all columns.
  4. To filter the table results by date, click Filter list 
    es-filter-list.png
    and specify a date range using the start and end date calendars.
  5. To change the number of records that display on the page, select a value from the Rows per page at the bottom of the page, select . You can show 5, 10, 25, 50, or 100 records.

Exporting form results to a CSV file

You can export form result to a CSV file if you want to manipulate data outside of Forms. You can modify what records get exported by filtering the table before exporting.

To export a form results to a CSV file:

  1. Open form results in an Elasticsearch datatable.
  2. Filter results and show or hide columns to modify the data that you want to export.
  3. Click Export CSV 
    es-export-to-csv.png
    .
    The file exports to your browser’s default download location.

Deleting form submissions

You can delete form results from the datatable, if necessary. For example, delete records from a test form or records that were submitted in error.

To delete form submissions:

  1. Open form results in an Elasticsearch datatable.
  2. Filter results to modify the data that you want to delete.
  3. To delete one record, select the checkbox beside the record and select Delete 
    es-delete-records.png
    .
  4. To delete all records one the page, select the checkbox at the top of the table. The number of selected records displays. Then select Delete 
    es-delete-records.png
    .
  5. In the confirmation message, click OK.