Export Form Responses as Individual Files

Use a document export query to export form responses as individual PDF files. This approach creates a ZIP file that contains one PDF for each response, instead of one combined PDF from the form or event Export PDF option.

This article assumes that you are familiar with document export queries. For the standard document export query setup, see Building a Document Export Query.

   

       

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Adding an export value to the form

The form must have an export value before you can use it to identify the corresponding material in a document export query.

1. Open the form.

2. Select Edit Form.

3. Select Edit Properties.

4. Enter a value in the Export Value field.

   

5. Save the form properties.

Creating the material

Create an inactive material that uses the form export value as part of its key. The material key identifies the form responses that the document export query should return.

1. Go to Database → Materials.

2. Create a material.

3. Set the material status to inactive.

4. In the Key field, enter sys:event_ followed by the form export value.

For example, if the form export value is example, enter this material key:

sys:event_example

📝 Note

For Reader Review Forms, use sys:form_ instead of sys:event_.

Building the document export query

Create a document export query that finds the material key associated with the form responses.

1. Create a query using the Document base.

2. Add a join from the base to Lookup Material.

3. Add a filter for the material key that you created.

4. Add the required exports and query settings for a document export query.

Building a Document Export Query

Scheduling the export format

Configure the scheduled export settings so that the query creates a ZIP file containing individual PDF files.

1. From the query, select Schedule Export.

   

2. Configure the following settings:

   • Path: Enter a path that ends in .zip.

   • Format: Select Document Export v2.

   • Archive As: Select ZIP.

   • Document Type: Select PDF.

   

3. Save the scheduled export settings.

Running the export

Run the query with the formatted export output to download the ZIP file.

1. Run the query.

2. From Output, select Formatted Export.

3. Select Export.

   

Slate downloads a ZIP file that contains the form responses as individual PDF files, one PDF per response.