Hey everyone,
Totally agree that this is a much-needed feature.
Just wanted to share a very simple workaround we’ve been using for clients who have access to workflows.
We created a workflow, triggered on form submission - which sends an internal email notification to a shared inbox (which has a rule in it to immediately file them into a designated folder). The email includes personalisation tokens which pull all the fields from the form. Then in the case when we need to save a specific submission as PDF, we simply save the email as PDF - or forward to the relevant team member etc.
We also use user-based properties to send the notifications to specific designated team members (eg: for lead routing, based on form/service line enquiry etc) which reduces the need for manual forwarding.
It’s a bit clunky, and I’m sure people smarter than I will have a way to automatically save them all as PDF… but it works well enough in the interim for the volumes we deal with, and the frequency with which we would need to save them.
Hopefully that’s helpful for some of you while we wait for resolution on this feature request ![]()