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Wizards make it easier to configure what happens to the data when a user submits your form and what the users see after submitting the form. Configure Form Actions (what the user sees) and Document Actions (what happens to my data) on the associated tabs in the Settings wizard.
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- Form /Workflow and Document Action Actions functions for workflows are very similar to those for forms. The term "Form Actions" used on this page also refers to "Workflow Actions".
- Forward to PayPal is not available in workflows, but can be configured following this documentation.
- Document Actions that happen in between steps are known as Activity Doc Actions. See the Email & Webhook documentation for details.
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- View the submissions using the submission repository.
- Save submissions to a Google spreadsheet.
- Save submissions to your own database or other backend system using Manual Doc URIs
- Use the form action wizard to post data then forward to your web page
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| The form's save property controls whether or not your form submission data is also stored in ' submission repository |
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- Do not use spaces or special characters when creating submission folder names.
- If you want to save a pdf of your form/workflow to the Google folder, make sure you have Save PDF checked. An optional field that is used to name the pdfs displays. You can use templates in this field. For example, if you have a control called EmployeeName in your form, you can type {EmployeeName} into the PDF Name field and the pdf's in the Google folder will be named {EmployeeName}.pdf
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