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To restart a workflow that has already been submitted:
Logged into frevvo as the flow/form designer user and edit the submission.
Once you have the submission open, click the "Save" button. This will save it to your (workflow designer's) task list.
Go to your task list and click "Modify this Task."
Select the first step of the workflow.
Instantiate Older Submissions
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Columns in the Submission Table that are sortable display the up and down arrow icon in the column header. Clicking on the up section of the arrow icon in one column sorts all the columns in the table in the ascending direction. Clicking on the down section of the arrow icon in the column header in one column sorts all the columns in the table in the descending direction. This icon can also be used to toggle the sort direction. Submitter Name, Lock User Name and Age/Duration columns are not sortable.
At any time as a shortcut you also can click anywhere inside the column header to toggle the sort of the results in ascending or descending order.
Changing the sort of a column from a submission table page > 1, goes back to page when when displaying the results. This is as designed.
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Deletions of PENDING, SAVED or WAITING submissions are first aborted then soft deleted. Users given the Edit Submission permission that are not the tenant admin, a workflow admin or the designer/owner of a form/workflow will see this error when attempting to delete submissions in these states.
The ability to delete PENDING, SAVED or WAITING states is not available in the Legacy Submissions View
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To delete all the submissions on the page, check the checkbox in the select column header then click the Delete button.
You will be asked to confirm
To delete a single submission, check the checkbox preceding the submission in the table. Notice the View/Edit and the Delete buttons become enabled. You will be asked to confirm.
Users that are not granted permissions to delete submissions see this error:
A successful deletion displays the following:
Download Submissions to CSV file
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Click the Download button icon at the top of the submissions table to download the csv file. The message below displays:
If you open the csv file using a text editor the file will look like this:
If you open the csv file with Microsoft Excel, the file will look like this: Note the Date of Invoice, Last Name, First Name, Phone, Product and Email columns are set up in the form as Searchable fields and reflect the data in these fields.
For example, let's say your requirement is to upload submission data from to a different website.
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Consider an Airline reservation form where the number of traveler information sections displayed or the number of rows in a table is based on the number of airline tickets purchased. A section named Travel Information inside of a Repeat is designed to collect information about each traveler. Travel No, First Name and Last Name are set up in the form as Searchable fields.
The Submission Table shows the submissions. Several columns are hidden for this example.
The csv file is shown in the image:
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Columns in a table can be designated as Searchable fields. If you change the Repeat Control to a Table in the Airline Reservation form discussed above and specify the TravelNo, First Name and Last Name columns of the table as Searchable fields, the submissions view and the csv download will be the same as shown for the form with a Repeat control. |
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For Example: The Product Order Spreadsheet two submissions: one customer order entered on October 14, 2016 at 2:30 PM and another on November 14, 2016 at 10:30 PM in the Eastern Standard Time Zone
Viewing the Documents tab in the submission details for the November order, notice the Order Date and Time is expressed in UTC while the separate Date and time fields are stored as expected for those datatypes.
Even though the Data and Time fields are stored in the xml as shown above, when you export the submissions, Date,Time and Date/Time controls are displayed in UTC in the csv file and in Excel. Note the -05:00 indicates Eastern Standard Time while the -04:00 represents Daylight Savings Time.
Submissions View on Mobile Devices
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The "Other Filter Items" grid renders with a vertical layout of field, condition and value.
- Values are selected from a wheel scroller user control that displays when the user touches the field.
- The matching submissions grid/table only displays columns it can fit . Click the plus icon to view additional columns.
- The Action buttons (Refresh, View Submission Details, Delete and Show/Hide columns) do not have text labels on phone screens (<640px). Also,
- The page size selector and individual page selection buttons do not show on smaller screen sizes (<640 px).
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Viewing submissions from the Shared Items tab (inside or outside of a space) on an IOS device (iPad,iPhone), may require an application to edit and save Excel.xls files. This requirement is browser specific. |
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