Save Data action

Owned by Tim Jones
Jan 12, 2021
2 min read

You will require this information when you would like to configure the save data action for a form on your Haiku website.

Step by step instructions for configuring the save data action:

  1. Navigate to the Actions tab on the form you would like to configure the mailer action for, ensuring that you are logged in and have the required permissions.

  2. From the actions landing page, select the ‘Settings’ button to the right of the ‘Mailer’ action.

  3. You will see a pop-up with two tabs that will allow you to configure the save data action.

     

  4. The pop-up has two tabs on it:

    1. Content

      1. Title - enter in a Title that sounds good to you (My Saved Form Data, for example). Your site visitors won’t see this title at all, so anything will do.

      2. Description - for adding a description of the action this save data file.

      3. Saved Fields - pick the fields whose inputs you'd like to include in the saved data. If empty, all fields will be saved. To pick a field, move it from the left box to the right box.

      4. Extra Data - pick any extra data you'd like saved with the form input. For example, Posting Date/Time can be useful if you want to know exactly when the form was submitted.

      5. Download Format - Tab or Comma-separated formats are available. The most commonly used is Comma-Separated Values.

      6. Include Column Names - do you wish to have column names on the first line of downloaded input? It is recommended that you do have this turned on (it is on by default).

    2. Overrides (this functionality is for advanced users only, information on how to use these fields is built into the system help text. Any changes made on this tab can cause the save data action to behave unexpectedly):

      1. Execution Condition

    3. Don’t forget to save any changes that you make to the save data action.