Export Form Data to Microsoft Excel

Today we added a feature to Papyrs to export Papyrs Forms data to Microsoft Excel.

Papyrs Forms are used to track all sorts of information. You can use it to keep track of your sales leads, customer orders, invoices, customer feedback, appointments, or anything else. With Papyrs you can just drag&drop form widgets onto a page and a fully functional database application is created automatically for your form. Sometimes, though, you want to do some extra analysis on the data you have stored in your Papyrs Forms database. This analysis you may want to do in a spreadsheet program.

With this Papyrs update creating these Papyrs reports of your data and exporting them to Microsoft Excel takes just a single click. Navigate to “Views & Reports” and select “Export to Excel”. Your browser will download an XSLX file that can be opened by Microsoft Excel 2007 or above, macOS Numbers, Open Office Calc, and Google Sheets.

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Open the downloaded file in your spreadsheet software of choice and you can do your work right away. No conversion or import step necessary.

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Note for existing Papyrs Users
Export to Microsoft Excel is the default for new users, but existing users have to change their Data Export format first. To do this navigate to settings:

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Then select “MS Excel” as “Data Export format” on the Preferences page and click Save:

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People selection on interactive forms

Most pages in Papyrs contain important information, news, links, comments and files you wish to share within your organization. Other useful elements you can add to pages include interactive online form widgets to collect information and process requests.

Adding a form on a page is as simple as adding a picture: in the editor, just drag&drop the form elements on your page. One of the available form widgets is called the Form User widget. It allows people to select someone from your company as part of filling out the form. For example, someone could select their manager when filling out a travel expense reimbursement form:

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Sometimes people should only be able to pick from a specific group of users, like Managers in this example. We’ve just added an extra option to the Form User widget which makes this possible: just edit the widget, and select the group filter from the “Allow selection from” option:

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Bulk permission assignment for App pages

With Papyrs, we want to make it really easy to collect and process information online. You can easily build online custom forms with drag & drop. The forms are put directly on your Papyrs pages, so you can show any other relevant rich content and information alongside your form. The data you collect with these forms ends up in a form database that you can search through, filter based on relevant attributes and you can export form data to a spreadsheet program like Excel.

Permissions for Papyrs Forms are straightforward. You can choose whether regular users can view all submitted form records or only those form records they have submitted themselves, and whether they can edit nothing, their own form records, or all form records.

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You can upgrade a regular Papyrs Form to a Papyrs App. With Papyrs Apps every time a form is filled out Papyrs creates a Papyrs Page for that individual form record. You can then add rich content to that form record like you can for any regular Papyrs page. This means you can add Tables, Image Galleries, Videos, and any other rich content you like to that App Page. But you keep all the benefits of the structure that a form provides.

These App pages can contain any kind of content. Some of this content may be sensitive, some of the content you may want to share with everybody in your organization. That’s why you can set access permissions for individual App pages. Administrators can choose who can view and who can modify an Papyrs App page. This is in contrast to regular forms where the same permissions apply to every record in the form database. However, when you have dozens or even hundreds of these pages setting these permissions individually can get tedious. That’s why Papyrs has a Bulk Permission assignment tool. You can use that to quickly copy permissions between users, set all permissions for pages in a specific category or for pages with a specific tag. One thing was missing though: the option to set permissions for all pages that are part of a specific Papyrs App. We added that feature today.

To use Bulk Permission assignment for Apps pages first navigate to the people directory and select Edit Permissions:

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Then select “Filter pages”:

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And here you can select the App Filter:

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For Papyrs users who are not yet familiar with Papyrs Apps, take a moment to look at https://papyrs.com/apps/ for a quick overview. The section on Papyrs Apps in the User Documentation describes the functionality in detail. Of course, if you have any question about Papyrs features you can always Contact Us

Linking to page sections and Table of Contents

Heading widgets are useful to split longer pages up in different sections. Each heading on a page in Papyrs will automatically get its own link, so you can link directly to that particular section.

One way to add links to headings of different sections on your page is to add a Table of Contents. To do this, edit the page, drag a Navigation widget to your page, and select Table of Contents. The Table of Contents will automatically add (and update) links to all headings on your page.

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You might also want to add a link from one page to a particular section on another page. To find the hyperlink of the section you want to link to, simply click on its heading. After clicking on a heading, the URL in the address bar will change to the address of the heading, and you can simply copy & paste.

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