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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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The wizards help guide you through the configuration process. Many of the wizards allow you to use form controls as templates to dynamically create what the users sees rather than hard coding this. See the section on using templates in form/doc/error actionsUsingTemplatesinForm/Doc/ErrorActions for full details. Hover over any field in the wizards for a helpful hint.
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The message can be customized, using the wizard's control dropdown, with values the user enters into the form. For example if your form contains a fields named firstName and lastName, you can set your message to "Thank you {firstName} {lastName}". Now when a user submits the form the controls templates {firstName} and {lastName} will automatically be replaced with field values "Thank you Joe Smith". See using templates in form/doc/error actions UsingTemplatesinForm/Doc/ErrorActionsfor full details.
Another useful message is to display a link back to the form. For example the display message:
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Open the workflow properties, and select the Workflow Actions tab. Click the Forward Users to a webpage of your choice radio button. Add the URL (configured like this example) to the URL field. After the last step is submitted, the user will be redirected to PayPal for payment processing.
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This example uses the raw share link for the workflow in the &return= and &cancel_return= URLs. These will redirect the user to a new instance of the workflow. |
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If you need PayPal integration in specific step of a workflow, add a link control in that step with above URL and set return URL pointing back to current step of the workflow using built-in data. They can then submit the step and the workflow will continue as designed.
Error
These wizards optionally allow you to customize what the user sees if an error occurs. You can either display a message or forward users to a web page of your choice. The wizards behave exactly like the corresponding Form Action wizards above. The Display message can be customized to display the actual error that occurred by adding the special {_frevvo_root_cause_msg} template to your message text. This is helpful for debugging, especially if your are using Online.
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The wizards help guide you through the configuration process. Many of the wizards allow you to use form controls as templates for dynamic behavior. See the section on using templates in form/doc/error actionsUsingTemplatesinForm/Doc/ErrorActions for full details. Hover over any field in the wizards for a helpful hint.
See Doc URI WizardsDocURIWizards below for details on using the wizards to configure doc URI settings. Please also refer to the processing submissions tutorial.
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The wizards help guide you through connecting your forms/workflows to various destinations. Many of the wizards allow you to use form controls as templates to dynamically configuring wizard parameters. For example you can dynamically set the email address to send the data to instead of hard coding an email address. See the section on using templates in doc action/doc URI wizardsUsingTemplatesinDocAction/DocURIWizards for full details.
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Doc action wizards are single select. If you set up one of the wizards then configure an action using a second wizard, the information configured on the first wizard will no longer display. This is as designed. Let's say you want to send an email after your form/workflow is submitted but you are also using the Filesystem connector to save your submissions to a directory on a local server. You configure the Filesystem connector wizard to do this. Then your configure the Email data to a specified address wizard to send the email. If you return to the Filesystem connector wizard, after configuring the email wizard, the information that you entered on the Filesystem connector screens will no longer display. In this situation, you can use the email wizard on the Additional Email AdditionalEmailWizard tab to configure your email |
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- View the submissions using the submission repository.
- Save submissions to a Google spreadsheetSaveSubmissiontoGoogleSpreadsheet.
- Save submissions to your own database or other backend system using Manual Doc URIsManuallysetDocumentURIs
- Use the form action wizard to post data then forward to your web pagePostDatathenForwardtoWebPage
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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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When the form is submitted, POSTs the document set to the specified URI and ignores any returned XHTML or redirect. This option may be used for additional processing of data. Use form action postPostDatathenForwardtoWebPage if you want to both submit data to your URI and forward to a web page or display returned XHTML.
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Set up the Save to Google wizard. Then use the Additional EmailAdditionalEmail tab to configure the email to the IT department.
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An email notification is sent to all tenant administrators or the workflow administrator(s) (if configured) when a Form Action post, DOC URI or DOC Action fails and the submission does not reach it's intended destination. When the form/workflow is submitted, the user sees the message "Thank You! Your submission has been received." and then the appropriate admin is notified via email. The email is sent when the following Form/Doc actions are configured in a form/workflow:
- Form Action
- Doc Action
This is not applicable to the email doc action since it is asynchronous and the notification would fail if the service were unavailable. Refer to each topic for more information.
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Doc action wizards are single select. If you set up one of the wizards then configure an action using a second wizard, the information configured on the first wizard will no longer display. This is as designed. Let's say you want to send an email after your form/workflow is submitted but you are also using the Filesystem connector to save your submissions to a directory on a local server. You configure the Filesystem connector wizard to do this. Then your configure the Email data to a specified address wizard to send the email. If you return to the Filesystem connector wizard, after configuring the email wizard, the information that you entered on the Filesystem connector screens will no longer display. In this situation, you can use the email wizard on the Additional Email AdditionalEmailWizard tab to configure your email. Refer to How to setup Multiple Document ActionsHowtosetupMultipleDocumentActions for an example. |