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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
Legacy Submission View and the submissions
Export of submissions to Excel feature has been replaced by the Download to CSV. If you have not used the Export to Excel
will be removed in the next major release. The submissions
feature in the past, we recommend that you become familiar with the Download to CSV .
You can still use the Export to Excel feature
has been replaced
by accessing it from the
Download
Submissions
to CSV feature. Please begin using the redesigned submission view as soon as possible
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 Data Tab shows the user’s view of the data. This means for money controls you’ll see dollar signs, decimals and commas, for example. The Label column corresponds to the labels on your form, and the Value column shows you what the user entered in each control. This tab is view-only; you cannot edit any data shown here. This tab displays only form fields setup as Saved Fields in the form designer. If you do not see a specific form field then go back and edit this form to add the field to the Saved Fields tab.

    Warning

    Remember that Saved Fields are only used if you want to Export your submissions to Excel. This feature is only available from the Legacy submission view. The Legacy submission view, along with the Export Export of submissions to Excel feature will be removed in the next major release. The Saved Fields tab will no longer displayhas been replaced by the Download to CSV. If you do not have Saved fields configured in your form/flow, the Label/Value section of the Data tab will be blank.Please begin using the redesigned Submissions view and the Submissions Download to CSV file feature as soon as possiblehave not used the Export to Excel feature in the past, we recommend that you become familiar with the Download to CSV .

    You 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 Signature Tab shows you all the users that signed the form using ' wet and digital signature features.
  • The Documents Tab shows you the exact XML document that was generated when the form was submitted.

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Download Submissions to CSV file

Warning
The Export of submissions to Excel feature has been replaced by the Download to CSV. If you have not used the Export to Excel feature in the past, we recommend that you become familiar with the Download to CSV .
You 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.

Submission data can be exported to a CSV (comma separated value) file that can be easily opened in Microsoft Excel. The contents of the csv file depends on the submissions that are displayed in the Submissions Table. The default columns and any form fields designated as Searchable fields appear as columns from left to right in the csv file.

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  1. Cloud Customers:

    1. The maximum number of Searchable fields  

    2. Edit each form/flow where Export to Excel is configured
      1. Click the Setup Searchable Fields link

      2. Click the Saved Fields tab and review the fields previously set up as Saved Fields

      3. Click the Searchable Fields tab and add every field into the Searchable Field list that was in the Saved Fields list

      4. Save your changes

    3. Email support@frevvo.com to request that the Insight Batch job be run on your tenant if you want to update older submissions with the changes.

  2. In-house Customers:
    1. If you have forms/flows exporting more than 20 fields to Excel, add the frevvo.max.searchable.fields parameter to the frevvo.xml file

      1. Change the value to the number of searchable fields that you want.

    2. Edit each form/flow where Export to Excel is configured

      1. Click the Setup Searchable Fields link

      2. Click the Saved Fields tab and review the fields previously set up as Saved Fields

      3. Click the Searchable Fields tab and add every field into the Searchable Field list that was in the Saved Fields list

      4. Save your changes

    1. Manually run the Insight batch job to if you want to update older submissions with the changes.

     

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