Sort, filter, and organize your form submissions to build complex business workflows.
Creating your form and sharing it with your customers is just step one – what happens to all that data after it gets submitted? In Cognito Forms, you can sort through and filter down your entries, create customized data sets, and perform multiple tasks at once.
This feature is available to organizations our Pro, Team, and Enterprise plans.
Save entry views
After you sort, filter, and specify the data that you want to display, save those settings to create a unique entry view. Create up to 16 different entry views per form, and then toggle between each view as needed.
More efficiently manage your form submissions, create work queues to view only the entries that require action, or build custom reports to share with your team.
Perform bulk operations
If your form has a ton of entries, trying to make individual status updates or deleting them all one by one can be quite a tedious task. Instead, take advantage of the ability to perform operations on multiple entries at once.
Start by selecting the specific entries you want (or the entire entry view), and then use the Actions menu to change the entry status, export the data to Excel, or delete the entries.
Pro, Team and Enterprise users can additionally perform bulk workflow actions on their entries.
Shared With Me views
Display form entries shared directly with the current user, allowing team members to focus on what matters most. Whether managing approvals, reviewing submissions, or tracking project progress, this personalized view enhances collaboration and streamlines workflow management. Plus, enable Workflow Tasks to help users stay focused on their pending assignments.
Entry management