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. Fields in your form/workflow, set up as Searchable fields by the designer, can be used as criteria when searching submissions. You can also filter by default fields such as error, error description, submitter id, lock user id, started date, etc. The Insight Server and the Insight service must be running for the Submission view to work.
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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, can also go back and re-index your existing submissions so you can search them using the same fields.
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| title | Click here for information about Searchable 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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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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