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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.

Filter your submissions using form data. Create Logical expressions to narrow the search for particular submissions. Fields in your form/flow, set up as Searchable fields by the designer, can be used as criteria when searching submissions. Once your Searchable fields are defined,  re-indexes existing submissions so you can search them using the same fields.

Additional default fields such as: error, error description, submitter id, lock user id, started date, etc. can also be selected as filters.

The Submissions view works well on mobile devices and is easily embedded in a web page and wikis such as Confluence. Customers running with Confluence will not see the legacy submissions view from the Confluence Screen. It is only available when you log into your Confluence tenant.


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

Cloud customers will see an icon for the Submission View and another icon for the Legacy submissions view. The Submission View Configuration Parameters topic discusses the ability to hide the Legacy view among other options for in-house customers. 

Warning
The Export of submissions to Excel feature has been replaced by  Download to CSVYou can still use the Export to Excel feature by accessing it from the Submissions Legacy view.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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The Submissions table will show submissions in the following states: SUBMITTEDSAVED, SAVED  PENDING, SUBMITTED, ABORTED, ERROR and WAITING. Simply check the appropriate check box in the State section. For example, It would be easy for a manager to check  the current status of Expense Report approvals by checking one or all the submission types in the State box. The Submission Table dynamically changes as the submission state choices are checked/unchecked.

Here is an explanation of the available states:

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  1. SAVED: This will return only those tasks which were created when users clicked the Save button on the form/flow workflow to save their partially filled forms
  2. PENDING: This will return all tasks which are pending, meaning someone else put these tasks in the users task list
  3. SUBMITTED: This will return all tasks which are completed, i.e. the form/flow workflow for which this task was created has been submitted
  4. ABORTED: This will return all the tasks that were deleted/aborted so the form/flow workflow never got submitted
  5. WAITING: The WAITING status can be used to find workflow tasks that have an Email or HTTP activity. A  A submission will show a state of WAITING  when a workflow is routed to an anonymous user and the flow workflow is suspended until the this step is completed.

Choose Search Criteria from Form/Flow Data

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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.)

  1. Launch Excel Spreadsheet. Click the Data tab. 
  2. Click the From Text/CSV icon. Use the file manager to locate the CSV file you want import.

  3. Click Import.

  4. Select Comma from the Delimiter dropdown. 
  5. Click Transform Data.

  6. 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.

  7. Click Close & Load.

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