Export the Forms List to a CSV or PDF

To export the list of a project's forms to a CSV or PDF file.

• Required User Permissions:

  • 'Read Only' level permissions or higher on the project's Forms tool.

• Additional Information:

  • Any filters you have applied to the Forms list view will affect which forms are included in the exported file. See Search for and Filter Forms.

  • You can also download an individual form. See Download a Project Level Form.

1. Navigate to the project's Forms tool.

2. Click Export.

3. Choose one of the following options:

   • PDF. Select this option to download a summary of the project's forms as a PDF file.
     Note: The PDF file includes the following information for each form: Name, Description, Created Date, and Created By.

   • CSV. Select this option to download a summary of the project's forms as a CSV file.
     Note: The CSV file includes the following information for each form: Template, Name, Description, Created Date, and Created By.