A short May 2024 YouTube release-notes/demo announcing a new "forms submissions" reporting dataset that surfaces the contents of submitted forms (previous forms dataset did not). The hosts explain that this enables automated reports of submitted form data for operational workflows — e.g., daily/weekly CSR "happy call" reports for follow-ups, installation closeout audits for install managers, and address lists for manual gift fulfillment. The video frames the feature as a flexible, "Swiss-army-knife" capability and ends with a casual outro linking to related videos.
Release notes, highlights. So there's now a new forms submissions data set within reporting, and this new data set allows you to access information captured within a form via reporting. Now, there was previously a forms data set, but that didn't show you the information contained inside of those forms. This new data set form submissions does, which opens up a whole world of possibilities. For example, maybe you have a happy call form that you have your CSRs fill out at the end of every call and then at the end of every day, day or every morning, you want to have that report of all of those forms sent to the CSR manager to see if there's anybody that they need to reach back out to. Or maybe you have an installation closeout form. And then at the end of every day or maybe the end of every week, you want to send the report of all of those forms over to the install manager so that they can kind of do an audit, make sure everything looks good, make sure there's no issues that we need to go back and fix to prevent warranty calls and things like that. Another example could be maybe you manually send out gifts to customers who meet certain criteria and you have a form that gets filled out when the customer needs to be sent to the gift. Well, assuming that you put address as a field on the form, then you could pull this report and just have a big list of all of the addresses that you need to send out gifts to. But those are just a few ideas. I mean, much like forms themselves, this is really a Swiss army knife of a feature.
Hey, thanks so much for watching. Mighty kind of ya. If you want to check out the full release notes video, here's a link to it right around here. Or if not, here's another video I think you might enjoy. I'm just going to sit here and stare at you until you pick one. That's right. Go on. Okay. Interesting choice.
