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Frevvoproduct
 comes with a built-in submissions repository. The repository can run on top of most SQL databases. By default, your form data is stored in the repository and can be viewed from the Submissions page

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Fields in your form/workflow, set up as Searchable fields by the designer, can be used as criteria when searching submissions.

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You can also filter by default fields such as

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error, error description, submitter id, lock user id, started date, etc.

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 The Insight Server and the Insight service must be running for the Submission view to work.

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Customers will see

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options for both View Submissions and View Submission View (legacy). On Premise Customers have the options to hide the legacy view, among other configurations. The Submissions view works well on mobile devices and is easily embedded in a web page and wikis such as Confluence

On this page:

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  • Customers running
Warning
  • The Export of submissions to Excel feature has been replaced
by the If you have not used the Export to Excel feature in the past, we recommend that you become familiar with the Download to CSV
  •  
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  • You can still use the Export to Excel feature by accessing it from the Submissions Legacy view. However, the Legacy Submissions view and the Export to Excel may be removed in a future release.

The various items on the Submissions page are explained below.

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Frevvoproduct
with Confluence will not see the legacy submissions view from the Confluence Screen. It is only available when you log into your
Frevvoproduct
Confluence tenant.

Accessing Submissions

To access submissions for a particular form/workflow, the designer who created the form (owner) navigates to the Forms and Workflows Home Page and clicks the  Submissions icon for that form or workflow. The designer can grant permission to view/edit submissions to other designers and non-designer users/roles via the Access Control feature. Non-designers granted view/edit permissions, access submissions from the Shared Items tab.

A Shared Items link is added to newly created Spaces automatically and can be added to existing spaces.

Searchable Fields

Searchable fields can be used as search criteria for submissions and tasks. They also define the fields that will be displayed and exported in the export to a csv file. Once defined, 

Frevvoproduct
can also go back and re-index your existing submissions so you can search them using the same fields.

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fields

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Submissions View

When you click the Submissions icon a Submissions view consisting of two sections displays:

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The Submission Table displays all of the default columns plus columns for Searchable fields configured by the form/workflow designer. Click below for a list and description of the default columns.

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The table list the describes the default columns that appear in the Submission Table. You cannot change the order of the default columns but you can Show or Hide them in the Submission Table.

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Clicking the Columns button in the Submission Table, allows the user to toggle the visibility of each table column. Initially, all columns are visible indicated by displaying their respective button in yellow. You will see the default columns and columns for each of the Searchable fields defined in the form/workflow.

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  • The Data Tab shows the user’s view of the data. This means for money controls you’ll see dollar signs, decimals and commas, for example. The Label column corresponds to the labels on your form, and the Value column shows you what the user entered in each control. This tab is view-only; you cannot edit any data shown here. This tab displays only form fields setup as Saved Fields in the form designer. If you do not see a specific form field then go back and edit this form to add the field to the Saved Fields tab.

    Warning

    Remember that Saved Fields are only used if you want to Export your submissions to Excel. This feature is only available from the Legacy submission view. The Export of submissions to Excel feature has been replaced by the by Download to CSV. If you have not used the Export to Excel feature in the past, we recommend that you become familiar with the Download to CSV .You can still use the Export to Excel feature by accessing it from the Submissions Legacy view. However, the Legacy Submissions view and the Export to Excel may be removed in a future release.

  • The Signature Tab shows you all the users that signed the form using 
    Frevvoproduct
    ' wet and digital signature features.
  • The Documents Tab shows you the exact XML document that was generated when the form was submitted.

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Warning
The Export of submissions to Excel feature has been replaced by the Download to CSV. If you have not used the Export to Excel feature in the past, we recommend that you become familiar with the Download to CSV .You can still use the Export to Excel feature by accessing it from the Submissions Legacy view. However, the Legacy Submissions view and the Export to Excel may be removed in a future release.

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When you open a csv file in Excel, number or text control submissions that contain leading 0's will strip have the leading zero removed. For example a zip code entered "06405",

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