Save Data Adapter

Use the save data adapter to collect form submissions into a CSV spreadsheet.

Follow these instructions on how to use the Save Data Adapter on your form. This collection method can be used to gather information for tracking purposes and organize data easily.

Each form submission is saved on a CSV as a row of data and each form field entry as a column in the order of the form.

Adding and Editing the Save Data Adapter

You can add the Save Data Adapter via the Add New... selection on the side menu. See our page on adding and editing fields for more information on how to interact with the Save Data Adapter. 

Save Data Adapter Settings

When editing the Save Adapter settings you will see the screen below.

Save Adapter Data.png

These settings allow you to choose what information will be included in the CSV file. For example, if you add all four fields under Saved Fields (Name, Email, Request, Spam Check) via the blue arrows button, anytime a user submits your form, their name, email, request and spam check certification information will be saved into a CSV file you can easily view.

We recommend adding only Saved Fields to the data to be collected in the CSV File; you can ignore the Extra Data option. We also recommend leaving the Download Format as "Comma-Separated Values" and ensuring the check box is selected for "Include Column Names".

Clear Saved Input Warning

Do NOT click the Clear Saved Input button unless you want to dump your data CSV from Plone. We cannot restore lost data after you've cleared your CSV.

Accessing the CSV File

Once you have configured your Save Data Adapter settings, and users have begun to submit your form, accessing the information is easy. Simply go to the Contents view and select your Save Data Adapter, as you would when editing any other field, and the information will be easily available when viewing it.

accessing save data information.png