Managing Form Records (Members)

When members are assigned permission to manage form data, they can log in to Jodoo to import, export, delete, update, and print records in the form.

This article introduces various data managing operations based on the condition that members have full permission to manage all data.

Prerequisite

For memebers, to view form records, they should be assigned permissions first. If you haven’t , you can set permissions for your members or follow the steps below to set permissions for members.

NOTE:

A business owner can set permissions for members in the custom permission sets based on actual needs. For details, see Custom Permission Set.

Where to Manage Form Records?

In a form, after an admin set permissions for and publish the form to a member, the member can click the form and switch to member permissions in the permission set. Then the member can view and process records in the form according to their permissions. For example, if you switch to All Permissions – Peach in the permission set, you will notice that Peach has permissions to add, import, export, delete, batch select records, view action history, and so on.

What can I do to Manage Form Records?

1. Importing Record(s)

If there are too many records, you can add them in batches. Click Import on the form page. For details, see Importing Records.

Note:

A maximum of 10,000 records can be imported each time.

2. Exporting Records(s)

a. On the permission set page, a member with the exporting permission can click Export to export filtered or all records.

Note:

If you have not set filter conditions, you can only export all records.

b. You can also tick several records to batch export them.

3. Deleting Records(s)

Click Delete to delete filtered or all records.

Note:

If you have not set filter conditions, you can only delete all records.

4. Batch Action(s)

Members with the corresponding permissions can tick several records and batch export, batch delete, batch print, and batch edit them.

Note:

In All Data with Permission, you cannot batch edit fields through formulas. In the other permission sets, you are allowed to do so.

5. Action History

In History, you can view the history of batch editing and batch printing records in the form. For example, view the history of batch editing records.

6. Actions on One Record

Click one single record to enter the data details page. On the data details page, a member with certain permissions can print, copy, edit, delete records, and so on. The member can also view History and Comments.

What can I Do when Managing Data on Mobile?

A member with certain permissions can also view records, switch permission sets, and view Data Logs and Comments on mobile.

When can a Member Manage Form Records

The feature applies to all scenarios in which you need to manage forms. For example:

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