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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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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.
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.
Using these wizards you can:
- Unset the document URI - do nothing
- Save Submissons to a Google Spreadsheet
- Manually set document URIs - to connect to database and other back end systems
Unset the Document URI
This is the default option. If one of the other 2 options is set you can clear them by clicking this one.
Save Submissions to a Google Sheet
supports direct connectivity with Google Spreadsheets. This wizard allows you to save submissions directly into Google Spreadsheets
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 for details.
Here is an example Google spreadsheet that is updated with a new row each time the form is submitted.
Manually set Document URIs
For an example of using Document URIs, see the chapter on connecting to your database.
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If a form is configured to post data using a manually set document URI 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.
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Using Templates in Form/Doc/Error Actions
The values/entries in all doc action/doc URI wizards can be customized with data entered in the form using templates. The values set in the following Form Action wizards can be customized with data from the form:
- Display a message
- Forward users to a web page
- Post data and forward users to a web page
For instance, in the display message, you may wish to display a customized message with the user's name. You can use templates in the display message to do this.
- Make sure you have two controls in the form called FirstName and LastName.
- Click on Form Action
- Click on Display a Message.
- In the Message area of the wizard, type: Thank You {FirstName} {LastName} for submitting my form.
- As a shortcut, you can also select the appropriate control from the drop down immediately below the Message area.
- Click Finish.
Use the form by clicking on the Test button. Enter something into the First Name and Last Name controls. When you click submit, will display the above message with {FirstName} and {LastName} replaced by the values entered by you.
Templates work the same way when used in URLs for forwarding to a web page or Post data. When referring to repeat controls you must use a special template syntax. See templates for repeat control for details.
There are built-in templates you can use:
- {_frevvo_root_cause_msg} - Add this to the Error Action Display Message to display the actual error that occurred.
Templates work the same way when used in Error Action Wizards as documented above.
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 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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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.
Using these wizards you can:
- Unset the document URI - do nothing
- Save Submissons to a Google Spreadsheet
- Manually set document URIs - to connect to database and other back end systems
Unset the Document URI
This is the default option. If one of the other 2 options is set you can clear them by clicking this one.
Save Submissions to a Google Sheet
supports direct connectivity with Google Spreadsheets. This wizard allows you to save submissions directly into Google Spreadsheets
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 /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.
Manually set Document URIs
For an example of using Document URIs, see the chapter on connecting to your database.
| Info |
|---|
If a form is configured to post data using a manually set document URI 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.
|
Using Templates in Form/Doc/Error Actions
The values/entries in all doc action/doc URI wizards can be customized with data entered in the form using templates. The values set in the following Form Action wizards can be customized with data from the form:
- Display a message
- Forward users to a web page
- Post data and forward users to a web page
For instance, in the display message, you may wish to display a customized message with the user's name. You can use templates in the display message to do this.
- Make sure you have two controls in the form called FirstName and LastName.
- Click on Form Action
- Click on Display a Message.
- In the Message area of the wizard, type: Thank You {FirstName} {LastName} for submitting my form.
- As a shortcut, you can also select the appropriate control from the drop down immediately below the Message area.
- Click Finish.
Use the form by clicking on the Test button. Enter something into the First Name and Last Name controls. When you click submit, will display the above message with {FirstName} and {LastName} replaced by the values entered by you.
Templates work the same way when used in URLs for forwarding to a web page or Post data. When referring to repeat controls you must use a special template syntax. See templates for repeat control for details.
There are built-in templates you can use:
- {_frevvo_root_cause_msg} - Add this to the Error Action Display Message to display the actual error that occurred.
Templates work the same way when used in Error Action Wizards as documented above.