Wizards make it easier to configure what happens to the data when a user submits your form and what the users see after submitting the form. The wizards are accessible from the flow designer toolbar via the

icon labeled what does the user see for Form Actions or the

icon labeled what happens to my data for Doc Actions. The action settings are summarized in the form properties Form Info tab.

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.

On this page:

Form Action Wizards

The form action wizards configure what users will see when they submit your form.

Using these wizards you can:

Close the form window
Display a message to the user in the existing form windows
Forward to a nicely formatted web page that you have created elsewhere
Forward to Paypal if your form has sold items to the user
Post the form data to a service and then forward the user to a web page
Display a message formatted using a Google Document

The wizards help guide you through the configuration process. Many of the wizards allow you to use form controls as templates to dynamically create what the users sees rather than hard coding this. See the section on using templates in form/doc/error actions for full details.

You can only configure one Form action for a form/flow. This is as designed.

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.

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

Javascript is not allowed in the display message. Plain text, html and control templates are allowed. Anything else will break the message and nothing will be displayed.

Show In

Both the display message wizard and the forward to web page wizard allow you to select where the message is displayed on the page using the "Show In" dropdown. There are three choices: Frame, Parent and Top. This tells the browser where to show the text (if you chose Display Message) or the new Web page (if you chose the Forward to Web Page).

Frame means inside the form's iframe
Parent means inside the form iframe’s immediate parent
Top means at the top of the page, regardless of how many parents are outside the iframe.

Forward to Web Page of Your Choice

After the user submits the form, the browser will be redirected to another URL, which you supply in the URL field. You must include the http:// prefix (e.g., http://myhost.com/thankyou.html). The application can have a Form Action Base URL which you set in the application properties. For example, you can have http://myhost.com/ in the application baseURL and simply “thankyou.html” in the Form Action URL field.

You can use a form field template in the URL field. Ex: http://localhost:8082/URL!encode=false}. The encode=false template parameter is important to avoid mangling the URL. See Templatized String Parameters for details.

Show In

These are the same options as described under the display message wizard above. Unless you have created a special page that you know will fit correctly within the form’s iframe you should not choose iframe. Choose the Parent or Top option instead.

Forwarding users to a web page that is located in a different domain will not work, with or /without the use of templatized strings.

Forward to Paypal

When the form is submitted, users will be forwarded to Paypal to complete payment. This multi-step wizard guides you through configuration:

Paypal account login
Paypal invoice description based on form values
Paypal payment amount from form values

and more...

Post Data then Forward to Web Page

After the user submits the form, the browser will POST the user’s data to the URL you specify in the wizard’s URL field and display whatever is returned—the next page to display.

You URL field must include the http:// prefix (e.g., http://myhost.com/services/processPayment). The application can have a Form Action Base URL which you set in the application properties. For example, you can have http://myhost.com/services/ in the application baseURL and simply “processPayment” in the Form Action URL field.

The URL can also include control templates. This can be useful when you wish to specify a production versus a test server. For example: http://{serverURL}/services/processPayment/{customerId}. Using this form URL, you can specify serverURL using &_data=(serverURL:'testhost'). This makes switching from a test server to a production server a matter of setting the form URL parameter "serverURL" rather than editing the form itself. See Initializing Forms with Data for more details on _data usage.

You can use a form field template in the URL field. Ex: http://localhost:8082/{URL!encode=false}. The encode=false template parameter is important to avoid mangling the URL. See Templatized String Parameters for details.

You have the option of also sending the data as a PDF attachment or other image type using the Send Snapshot dropdown. You can also attach an XML data document using the Send Data checkbox.

Forwarding users to a web page that is located in a different domain will not work, with or without the use of templatized strings.

Display Message formatted Using a Google Document

The Google Document wizard is deprecated. The standard Display Message now supports HTML and CSS formatting plus form fields templates to pull any data entered into the form into your email message subject and body.

Error Action Wizards

These wizards optionally allow you to customize what the user sees if an error occurs. You can either display a message or forward users to a web page of your choice. The wizards behave exactly like the corresponding Form Action wizards above. The Display message can be customized to display the actual error that occurred by adding the special {_frevvo_root_cause_msg} template to your message text. This is helpful for debugging, especially if your are using

Online.

Doc Action Wizards

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 as show in the screen images below:

Doc Actions
Additional Email
Doc URIs