Versions Compared

Old Version 28

changes.mady.by.user Former user

Saved on

compared with

New Version 29

changes.mady.by.user Former user

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Section
Column

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. The wizards are accessible from the flow designer toolbar via the  icon labeled what does the user see for Form Actions or the  icon labeled what happens to my data for Doc Actions. The action settings are summarized in the form properties Form Info tab.

An email notification is sent to the tenant administrator or the flow 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/flow 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/flow:

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.

Form Action Wizards

The form action wizards configure what users will see when they submit your form.

Image Removed

Using these wizards you can:

  • Close the form window
  • Display a message to the user in the existing form windows
  • Forward to a nicely formatted web page that you have created elsewhere
  • Forward to Paypal if your form has sold items to the user
  • Post the form data to a service and then forward the user to a web page 
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 actions for full details


Info

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/flow 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 tab to configure your email

 

Form Action Wizards

The form action wizards configure what users will see when they submit your form.

Image Added

Using these wizards you can:

  • Close the form window
  • Display a message to the user in the existing form windows
  • Forward to a nicely formatted web page that you have created elsewhere
  • Forward to Paypal if your form has sold items to the user
  • Post the form data to a service and then forward the user to a web page 

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 actions for full details.

You can only configure one Form action for a form/flow. This is as designed.

Column
width300px

On this page:

Table of Contents
maxLevel2

...

Info

If a form is configured to Post Data to a web application and it does not reach it's intended destination successfully, notifies the tenant admin of the failure via an email. If a flow does not reach the web application successfully, the flow administrator(s) - if configured -  receive the email instead of the tenant admin.

Image Removed

Additional Email Wizard

When the form is submitted,  can send an additional email message with the submission data, an optional XML document(s) , and optionally an image of the filled form via the Send Snapshot drop down  The email can be sent to multiple comma separated email addresses. The "To:" email address is required. All other properties are optional.

If you want an email to show a different From:address than what is configured on the Edit Tenant page, enter that address in the From: field. You can enter a static address or use templates to make the the address dynamic. The From address replaces the default no-reply@… , an address configured on the Edit Tenant screen or any settings in web.xml or frevvo.xml config files for In-house customers.

...

  receive the email instead of the tenant admin.

Image Added

Additional Email Wizard

When the form is submitted,  can send an additional email message with the submission data, an optional XML document(s) , and optionally an image of the filled form via the Send Snapshot drop down  The email can be sent to multiple comma separated email addresses. The "To:" email address is required. All other properties are optional.

If you want an email to show a different From:address than what is configured on the Edit Tenant page, enter that address in the From: field. You can enter a static address or use templates to make the the address dynamic. The From address replaces the default no-reply@… , an address configured on the Edit Tenant screen or any settings in web.xml or frevvo.xml config files for In-house customers.

This is in addition to any document action you may have configured. For example, consider a Vacation Request Approval workflow. When the workflow is complete, we want to send a PDF to the internal HR system (using the document action) but in addition, we want to notify the employee requesting the vacation by email. Use the Additional Email wizard for this scenario.

Info

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/flow 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 tab to configure your email


To use the wizard, click Doc Action in the toolbar at the top of the form and select the Additional Email Tab. See  Email Integration for further details on configuring the content of the email.

...