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Close the Window
After the user submits the form, if the form was shared via "Full Page/Popup" or "Link (Email/Web page)", the window containing the form will be closed.
Display Message
After the user submits the form, the browser will display a standard page with a text message. For example, the message might say, “Thank you for completing our form.” You supply the specific text in the Message field. This option works best for relatively brief messages. It can be tricky to enter or edit large amounts of text in the wizard's Message field, so for verbose messages consider creating a simple HTML page for your message and choosing the Forward User to your Web Page wizard.
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Thank You!<br/><br/>
{Company}'s account will be created
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Another useful message is to display a link back to the form. For example the display message:
The display message would be written as follows. The URL back to the form is the share dialog Raw Form link.
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Close the Window
After the user submits the form, if the form was shared via "Full Page/Popup" or "Link (Email/Web page)", the window containing the form will be closed.
Display Message
After the user submits the form, the browser will display a standard page with a text message. For example, the message might say, “Thank you for completing our form.” You supply the specific text in the Message field. This option works best for relatively brief messages. It can be tricky to enter or edit large amounts of text in the wizard's Message field, so for verbose messages consider creating a simple HTML page for your message and choosing the Forward User to your Web Page wizard.
The message can be customized, using the wizard's control dropdown, with values the user enters into the form. For example if your form contains a fields named firstName and lastName, you can set your message to "Thank you {firstName} {lastName}". Now when a user submits the form the controls templates {firstName} and {lastName} will automatically be replaced with field values "Thank you Joe Smith". See using templates in form/doc/error actions for full details.
Another useful message is to display a link back to the form. For example the display message:
The display message would be written as follows. The URL back to the form is the share dialog Raw Form link.
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Thank You!<br/><br/>
{Company}'s account will be created within 24 hours.<br/>
A "A New Account" email will be sent to {Email}.<br/><br/>
<i>RedStone Customer Support</i><br/><br/>
Click <a href="http://test.frevvo.com/frevvo/web/tn/redstone/user/designer/app/_OLlAYUouEd-0jOS-XMShUg/formtype/_YRsQYEyBEd-OltN4g8wchQ?_method=post &embed=true&locale=">here</a> to request another demo account |
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When the form is submitted, will send an email message with the submission data, an optional XML document(s) , and optionally an image of the filled form via the Send Snapshot dropdown. Signatures are not sent as part of the email submission.
The email can be sent to multiple addresses separated by a comma or a semicolon. See Email Integration for further details. The "To:" email address is required. All other properties 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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Save to PaperVision® /ImageSilo®
integrates directly with Digitech Systems' PaperVision® and ImageSilo® document management products. This Wizard enables an easy way for you to save form submissions to your PaperVision® and ImageSilo® document management repository as PDF, TIFF, .JPG and .GIF format.
The wizards walks you through simple steps to login to your PaperVision®/ImageSilo® account:
To select the correct PaperVision®/ImageSilo® project where you want to store the form submission:
And finally to map your form fields so that the entered form field values become the index field values for your document.
Now when a users fills and submits your form and image of the form and any uploaded attachments will automatically be stored into the selected PaperVision®/ImageSilo® project. The document's index fields will be set to the values the user entered into the form.
The pve connector by default does not send handwritten signature images to ImageSilo. This can be overridden by setting frevvo.send.signature.xml to true in web.xml in pve.war. s) , and optionally an image of the filled form via the Send Snapshot dropdown. Signatures are not sent as part of the email submission.
The email can be sent to multiple addresses separated by a comma or a semicolon. See Email Integration for further details. The "To:" email address is required. All other properties 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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Save to PaperVision® /ImageSilo®
integrates directly with Digitech Systems' PaperVision® and ImageSilo® document management products. This Wizard enables an easy way for you to save form submissions to your PaperVision® and ImageSilo® document management repository as PDF, TIFF, .JPG and .GIF format.
The wizards walks you through simple steps to login to your PaperVision®/ImageSilo® account:
To select the correct PaperVision®/ImageSilo® project where you want to store the form submission:
And finally to map your form fields so that the entered form field values become the index field values for your document.
Now when a users fills and submits your form and image of the form and any uploaded attachments will automatically be stored into the selected PaperVision®/ImageSilo® project. The document's index fields will be set to the values the user entered into the form.
The pve connector by default does not send handwritten signature images to ImageSilo. This can be overridden by setting frevvo.send.signature.xml to true in web.xml in pve.war.
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If a form/flow submission does not reach PaperVision®/ImageSilo® successfully, notifies the tenant admin of the failure via an email. If flow administrator(s) are configured the flow admin(s) will receive the email instead of the tenant admin.
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See ImageSilo® integration for full details.
Save to Google Documents
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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See ImageSilo® integration for full details.
Save to Google Documents
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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Post Data
When the form is submitted, POSTs the document set to the specified URI and ignores any returned XHTML or redirect. This option may be used for additional processing of data. Use form action post if you want to both submit data to your URI and forward to a web page or display returned XHTML.
You have the option of also sending a filled form image using the Send Snapshot dropdown as well as sending an XML attachment containing the form data.
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If a form is configured to Post Data to a web application 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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Additional Email Wizard
When the form is submitted, can send an additional email message with the submission data, an optional XML document(s) , and optionally an image of the filled form via the Send Snapshot drop down The email can be sent to multiple comma separated email addresses. The "To:" email address is required. All other properties are optional.
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.
This is in addition to any document action you may have configured. 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.
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Post Data
When the form is submitted, POSTs the document set to the specified URI and ignores any returned XHTML or redirect. This option may be used for additional processing of data. Use form action post if you want to both submit data to your URI and forward to a web page or display returned XHTML.
You have the option of also sending a filled form image using the Send Snapshot dropdown as well as sending an XML attachment containing the form data.
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If a form is configured to Post Data to a web application 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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Additional Email Wizard
When the form is submitted, can send an additional email message with the submission data, an optional XML document(s) , and optionally an image of the filled form via the Send Snapshot drop down The email can be sent to multiple comma separated email addresses. The "To:" email address is required. All other properties are optional.
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.
This is in addition to any document action you may have configured. 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.
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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. Refer to How to setup Multiple Document Actions for an example. |
To use the wizard, click Doc Action 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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