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The doc action wizards configure what happens to the entered data when a user submits your form. See Doc URI Wizards below for details on using the wizards to config the doc URI settings. Please also refer to the processing submissions tutorial.
This wizard has three tab tabs as show shown in the screen images below:
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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 configuring wizard parameters hard coding this. 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 wizards for full details.
Do Nothing
This is the default option, which simply stores the data in ' submissons repository if desired. (The other options also store the data in the repository if desired, but provide additional functionality.)
Do nothing is typically selected when you plan to do one or more of the following:
- View the submissions using the submission repository.
- Save submissions to a Google spreadsheet.
- Save submissions to your own database or other backend system using Manual Doc URIs
- Use the form action wizard to post data then forward to your web page
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| The form's save property controls whether or not your form submission data is also stored in ' submission repository |
Email Data
When the form is submitted, will send an email message with the following selectable options attached. These include submission data, an XML document, an image of the filled form, attachments uploaded to the form and any, all or none of the Generated Forms (Pixel Perfect PDFs) associated with your form.
Fill in the Email Submission wizard with the following information:
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Enter destination email addresses in the To: Reply to: Cc;, Bcc: fields. The email can be sent to multiple addresses separated by a comma or a semicolon. The "To:" email address is required. All other email fields are optional.
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The tenant admin can configure the from email address on the tenant admin's Edit Tenant page. 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. You can even use the standard internet address convention, for example: From: frevvo Client Services <services@frevvo.com>, so that your emails appear in people's inboxes looking like this:
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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/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 |
Do Nothing
This is the default option, which simply stores the data in ' submissons repository if desired. (The other options also store the data in the repository if desired, but provide additional functionality.)
Do nothing is typically selected when you plan to do one or more of the following:
- View the submissions using the submission repository.
- Save submissions to a Google spreadsheet.
- Save submissions to your own database or other backend system using Manual Doc URIs
- Use the form action wizard to post data then forward to your web page
| Note |
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| The form's save property controls whether or not your form submission data is also stored in ' submission repository |
Email Data
When the form is submitted, will send an email message with the following selectable options attached. These include submission data, an XML document, an image of the filled form, attachments uploaded to the form and any, all or none of the Generated Forms (Pixel Perfect PDFs) associated with your form.
Fill in the Email Submission wizard with the following information:
Enter destination email addresses in the To: Reply to: Cc;, Bcc: fields. The email can be sent to multiple addresses separated by a comma or a semicolon. The "To:" email address is required. All other email fields are optional.
Tip The tenant admin can configure the from email address on the tenant admin's Edit Tenant page. 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.
You can even use the standard internet address convention, for example: From: frevvo Client Services <services@frevvo.com>, so that your emails appear in people's inboxes looking like this:
- Send the data as a PDF attachment or other image type using the Send Snapshot dropdown. The image type options are PDF, PNG or JPG. Select the blank option from the dropdown to exclude this attachment in the submission.
- Attach an XML data document using the Send Data checkbox. This checkbox is checked by default. Uncheck it to exclude the XML data document in the email.
- Attachments uploaded to your form/flow are included in the email if the Send Files checkbox is checked. This checkbox is checked by default. Uncheck it to exclude attachments in the email.
- Attachments uploaded to your form/flow are included if the Send Files checkbox is checked. This checkbox is checked by default. Uncheck it to exclude attachments in the submission.
If you have Pixel Perfect mapped PDFs (ex: W-4, I-9 etc…) associated with your forms/flows, choose the action you want to take from the Send Gen Forms control :
•Check All to send all the Pixel Perfect PDFs. This is the default value.•Check None to send none of the PDFs•Check Select to display a list of all the PDFs associated with your form/flow. Click the ones you want to be part of the submission. Hold down the Shift key then click the files in the list to select all PDFs or hold the control key and click specific PDFs.
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Form submissions can be saved to your Google Sheet. See the documentation for Connecting to Google Apps for full details. Also refer to the Leave Approval Workflow Tutorial for step by step instructions.
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Save to File System Wizard
The Save to Filesystem wizard is used to connect forms/flows to the frevvo Filesystem Connector. The connector saves submissions in a specified location and can be configured to create metadata files for importing your submissions into a document Management system. Visit the Filesystem Connector chapter for the installation and configuration details plus information about using the Save to File System wizard.
Additional Email Wizard
When the form is submitted, can send an additional email message with optional XML document(s) , an image of the filled form, attachments and Pixel Perfect PDFs (referred to as Generated Forms),
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Enter destination email addresses in the To: Reply to: Cc;, Bcc: fields. The email can be sent to multiple addresses separated by a comma or a semicolon. The "To:" email address is required. All other email fields are optional.
Tip The tenant admin can configure the from email address on the tenant admin's Edit Tenant page. 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.
You can even use the standard internet address convention, for example: From: frevvo Client Services <services@frevvo.com>, so that your emails appear in people's inboxes looking like this:
- Send the data as a PDF attachment or other image type using the Send Snapshot dropdown. The image type options are PDF, PNG or JPG. Select the blank option from the dropdown to exclude this attachment in the submission.
- Attach an XML data document using the Send Data checkbox. This checkbox is checked by default. Uncheck it to exclude the XML data document in the email.
- Attachments uploaded to your form/flow are included in the email if the Send Files checkbox is checked. This checkbox is checked by default. Uncheck it to exclude attachments in the email.
- Attachments uploaded to your form/flow are included if the Send Files checkbox is checked. This checkbox is checked by default. Uncheck it to exclude attachments in the submission.
If you have Pixel Perfect mapped PDFs (ex: W-4, I-9 etc…) associated with your forms/flows, choose the action you want to take from the Send Gen Forms control:
- Check All to send all the Pixel Perfect PDFs. This is the default value.
- Check None to send none of the PDFs.
- Check Select to display a list of all the PDFs associated with your form/flow. Click the ones you want to be part of the submission. Hold down the Shift key then click the files in the list to select all PDFs or hold the control key and click specific PDFs.
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. The email to the employee will contain whatever documents are selected on the Email Submission wizard screen.
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control:
- Check All to send all the Pixel Perfect PDFs. This is the default value.
- Check None to send none of the PDFs.
- Check Select to display a list of all the PDFs associated with your form/flow. Click the ones you want to be part of the submission. Hold down the Shift key then click the files in the list to select all PDFs or hold the control key and click specific PDFs.
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. The email to the employee will contain whatever documents are selected on the Email Submission wizard screen.
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It is important to remember that doc action wizards are single select by design. This wizard is can be used to send an email if you are configuring more than one doc action on a form/flow. 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 screen will no longer display. In this situation, you can use the email wizard on the Additional Email tab to configure your email. Refer to How to setup Multiple Document Actions for an example. |
To use the wizard, click the Doc Action icon 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.
How to set up Multiple Document Actions
It is important to remember that doc action wizards are single select by design.
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The Additional Email wizard
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can be used to send an email if you are configuring more than one doc action on a form/flow.
Let's say you
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To use the wizard, click the Doc Action icon 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 emailhave a workflow where you want to
- Save a copy of the form to Google Drive
- Email a copy of flow pdf to the IT department
Set up the Save to Google wizard. Then use the Additional Email tab to configure the email to the IT department.
Doc URI Wizards
The doc URI wizards enables you to manually set a URI to which the data will be sent when your form is submitted. The Google Spreadsheet wizard provides additional assistance in setting up the login to your google account and in selecting the spreadsheet.
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After the user submits the form, the data will be written into a new row in the Google spreadsheet. This wizards steps you through the process of logging into your google account and locating the spreadsheet you where you want to save the submissions. See the Google Connector Spreadsheet Tutorial /wiki/spaces/frevvo70/pages/290002007 for details.
Here is an example Google spreadsheet that is updated with a new row each time the form is submitted.
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Templates work the same way when used in Error Action Wizards as documented above.