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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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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
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Wizard
When the form is submitted, can send an additional email message with optional XML document(s) , an image of the filled form, 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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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 |
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. 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. The Additional Email wizard can be used to send an email if you are configuring more than one doc action on a form/flow.
Let's say you have 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.