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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.
Cloud Customers will see 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
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Confluence
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The Insight Server and the Insight service must be running for the Submission view to work.
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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.
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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 ' 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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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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This happens because Excel makes assumptions about the way imported data should be formatted; usually leading zeros are mathematically insignificant, so they are removed. You can keep the leading zeros in CSV files by using Excel's Text Import Wizard. (These instructions may vary based on your Excel version.)
- Launch Excel Spreadsheet. Click the Data tab.
Click the From Text/CSV icon. Use the file manager to locate the CSV file you want import.
Click Import.
- Select Comma from the Delimiter dropdown.
Click Transform Data.
Select the column(s) that contains the data with leading zeros. Change the Data Type to "Text". The preview will refresh to show your data with leading zeros.
Click Close & Load.
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