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The New Submissions View provides the ability to search submissions by fields in your form/flow, metadata fields or logical expressions that you create. The UI makes it very easy to specify search criteria. The Legacy Submissions view is also available in this release but... .

Warning

The Legacy Submission View and the submissions Export to Excel will be removed in the next major release. The submissions Export to Excel feature has been replaced by the Download Submissions to CSV feature. Please begin using the redesigned submission view as soon as possible.

For now, Cloud customers will see icons for both views on the Forms/Flows Home pages, the Shared Items tab on the Application Home page Page and the Shared Items option in the Important Items dropdown in a

Frevvoproduct
space. Remember, you must have the proper ACL permissions to view/edit/delete submissions.

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Forms/Flows Home Page

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Shared Items tab on the Application Home Page

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Shared Items from a Live Forms space

 

 

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Customers using Confluence will only see the new submissions view. Logging directly into your

Frevvoproduct
Confluence tenant will provide access to the legacy Export to Excel feature if it is needed,

Searchable Fields

Saved and Key fields have been replaced by Searchable Fields. Searchable fields configured for a form or flow are the fields that can be used to filter submissions or Tasks on a Task List. Designers should carefully consider which fields in the form/flow to set up as Searchable fields. Specifying the form/flow fields that you want to tasks. When selecting Searchable Fields, select the controls that you feel your users would use as search criteria can be helpful when searching submissions and Tasks.

You will see columns for the controls in your form/flow designated as Searchable fields in the Submissions table. Searchable Fields are downloaded into the Submissions Download to a CSV file along with the submission default columns.

Cloud customers can configure up to 20 Searchable fields while the maximum number of fields can be configured in an in-house installation.

If  If the Legacy submissions view is configured, designer users will see Searchable and Saved field tabs when the link to Setup Searchable Fields is clicked. The v7.1 upgrade automatically displays previously configured Key fields on the Searchable field tab and any configured Saved fields on the Saved fields tab. Fields from your form/flow display on the Available Fields tab and supports drag and drop and left and right buttons for easy configuration when setting up the Searchable and Saved fields lists.

Warning

Saved fields are only used for the Export of submissions to Excel which is currently available from the Legacy Submissions view. However, the Legacy Submission View and the submissions Export to Excel will be removed in the next major release. The submissions Export to Excel feature has been replaced by the Download Submissions to CSV feature.

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Submission Download to CSV file feature

The submissions Export to Excel export feature has been replaced by the Download Submissions Download to CSV (comma separated values) feature. The csv file is easily opened in Excel. Customers currently using the Export to Excel feature can still access it by clicking on the  Submissions(legacy) icon.   The contents of the csv file depends on the submission columns that are displayed in the Submissions Table. The default columns and any form fields designated as Searchable fields appear as columns from left to right in the csv file.  

Warning

The Legacy Submission View and the submissions Export to Excel will be removed in the next major release. The submissions Export to Excel feature has been replaced by the Download Submissions to CSV feature. Please begin using the redesigned submission view as soon as possible.

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Forms/Flows containing repeat or table controls setup as Searchable Fields do NOT generate multiple rows in the Download Submissions to CSV file as it did in the legacy Export to Excel. Instead, forms/flows containing repeat or table controls setup as Searchable Fields will generate comma separated data in a single row in the downloaded csv file.when you upload the csv file into Excel, it will look like the image below:

The Download Submissions to CSV file topic covers all the details about how the new feature works.

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The designer ACLs feature is only available at the form/flow level for form and flows. It may be expanded to other design types (applications, spaces, schemas, styles etc) in a the future release.

Users with or without the role of frevvo. Designer can be assigned the permission to edit forms/flows.

Search Submissions and the Task List using

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Fields in your form/flow

Fields in your form/flows can now be used to search and find submissions and tasks. The fields that you want to use as search criteria must be configured as Searchable Fields.  

The new Task List and Submission View user interfaces

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Search UI:

  • No longer allows the selection of ONE more than one form/flow to search
  • Allows you to select Date Ranges, Submission Status or Error condition as search criteria
  • Allows you to enter matching values for the configured Searchable fields as search criteria
  • Allows the editing of logical expression for more complicated filtering  

The new Submission Search UI

  • Allows you to select Date Ranges, Submission Status or Error condition as search criteria.
     
  • Allows you to enter matching search criteria for the configured Searchable fields for that form/flow.
  • Allows the editing of logical expression for more complicated filtering .

The Submissions chapter provides a complete explanation of the new submissions search function and the Searching the Task List topic discusses the details for the new Task List search.

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