Changes for page Posteingang

From version < 16.1 >

edited by nlo
on 08.05.2019, 13:54

To version < 34.2

edited by gru
on 19.06.2020, 14:58

Change comment: There is no comment for this version

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          +1,1 @@
--XWiki.nlo
++XWiki.gru

Content

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  * **Form**
  Search for form records with the given form title.
  * **Form record ID**
--Search for form records with the given ID {{info}}ID has to be exact.{{/info}}.
++Search for form records with the given ID. {{info}}ID has to be exact.{{/info}}
  * **Process ID**
  Search for form records with the given process ID.
  * **State**
@@ -69,6
          +69,10 @@
  * **Created by me**
  All form records that have been created by the current [[user>>doc:Formcycle.UserInterface.UserSettings.User.WebHome]] will be displayed.
++{{id name="filter_menu_appointment_templates" /}}
++=== Schedules {{version major="6" minor="5" patch="0"/}} ===
++This filter menu is only available in the [[calendar view>>||anchor="calendar-view"]]. Schedules that have booked appointments can be (un-)selected here. In the calendar-view only appointments of the selected schedules will appear.
++
  === Inboxes ===
  {{id name="filter_menu_inboxes"/}}
@@ -140,6
          +140,8 @@
  Clicking on a form record in the form record list opens it in the [[review area>>||anchor="review_area"]]. If the review area is not visible, it will be opened by clicking on a form record. After opening a form record it will be marked as read and the font weight will be set from //bold// to //normal//. When filtering unread form records this record will be excluded. For marking a form record //unread// click the appropriate button {{icon name="envelope"/}} in the header of the form record list.
  The form record list header consists of two button rows (see [[figure>>||anchor="fig_inbox_list_default_marked"]]). On the left are //form record actions// and on the right are //general actions//.
++{{id name="form_record_actions"/}}
++
  === Form record actions ===
  Which form record actions will be displayed depends on the currently selected form records.
@@ -152,57
          +152,8 @@
  Exports all selected form records or all form records based on the currently [[set filters>>||anchor="filter_menu"]] if there are no form records selected.
--Example:
++For further information on form record export see [[Export>>||anchor="export"]].
--No form records are selected and filter is set to the inbox "Default inbox". Performing an export action will export all form records that are stored in the inbox "Default inbox". For exporting the form records of all inboxes the filter on "Default inbox" needs to be removed.
--
--There are three different types of exporting form records:
--
--__{{icon name="file-code-o"/}} XML__
--{{figure image="inbox_export_xml_en.png"}}{{id name="fig_inbox_export_xml" /}}
--XML-Export of selected form records: Optionally an XSL-Template may be selected for transforming the resulting XML file into the desired format (XSL-Templates can be defined under [[XSL transformation>>Formcycle.UserInterface.FilesAndTemplates.XSLTransformation.WebHome]]).{{/figure}}
--
--Form record data of all form elements will be exported flat in an XML structure.
--
--{{code language="xml"}}
--<xfc-data xfc-version="3.x.x" generation-date="yyyy-mm-dd HH:mm:ss.ms TZ">
-- <processes>
--  <process process-uid="xxx" creation-date="yyyy-mm-dd HH:mm:ss.ms TZ" project-name="yyy" status="zzz">
--   <form version="1">
--    <field name="elName">
--     <plainValue><![CDATA[Wert]]></plainValue>
--     <values count="1">
--      <value index="0"><![CDATA[]]></value>
--     </values>
--     <label><![CDATA[]]></label>
--    </field>
--    ...
--   </form>
--  <process ...>
-- </processes>
--</xfc-data>
--{{/code}}
--
--Using an optional XSL template (see [[figure>>||anchor="fig_inbox_export_xml"]]) the exported XML can be transformed into the desired format. The appropriate template can be selected using the combobox. For further information on XSL templates look [[here>>doc:Formcycle.UserInterface.FilesAndTemplates.XSLTransformation]].
--
--__{{icon name="file-excel-o"/}} Excel__
--{{figure image="inbox_export_excel_en.png"}}{{id name="fig_inbox_export_excel" /}}
--Excel export of the selected form records: Column names can be configured for every export.{{/figure}}
--
--All data will be exported to an Excel file. If form records of multiple forms have been selected than a new worksheet will be created for every form within the Excel file. All values of [[dynamic form elements>>Formcycle.FormDesigner.CodingPanel.ScriptTab.AdditionalScriptFunctions.Dynamic.WebHome]] will be put into the same cell, separated by commas. If this is not desired the export option //Excel (multiline)// is recommended.
--The column names of the resulting Excel file may configured using the following options:
--
--* **Name of the form element**
--The element names that are used in the [[{{designer/}}>>doc:Formcycle.FormDesigner.ElementProperties.BaseProperties.WebHome]] will be used for the Excel columns (e.g.: tf1, sel1, ...).
--* **Alias of the form element**
--The element alias that is used in the [[{{designer/}}>>doc:Formcycle.FormDesigner.ElementProperties.BaseProperties.WebHome]] will be used for the Excel columns.
--* **Column name of the data table**
--The column names that have been set in the [[inbox configuration>>doc:Formcycle.UserInterface.MyForms.Inbox.WebHome]] will be used for the Excel columns. This selection is only available in the [[project views>>||anchor="inbox_list_project"]].
--
--__{{icon name="file-excel-o"/}} Excel (multiline)__
--{{info}}This Option is not available in [[project views>>||anchor="inbox_list_project"]].{{/info}}
--The export works the exact same way as the simple Excel export, except that the values of [[dynamic form elements>>Formcycle.FormDesigner.CodingPanel.ScriptTab.AdditionalScriptFunctions.Dynamic.WebHome]] will be put into separate rows.
--
  ==== {{ficon name="action-move-inbox"/}} Move ====
  {{figure image="inbox_move_en.png"}}
@@ -244,6
          +244,11 @@
  A form record in the default view: Clicking the inbox (in blue) sets an [[inbox filter>>||anchor="filter_menu_inboxes"]]. The attachment page of the form record can be accessed directly be clicking the paperclip icon {{ficon name="paperclip-45" /}}.{{/figure}}
  In contrast to the [[project views>>||anchor="inbox_list_project"]] and depending on the [[set filters>>||anchor="filter_menu"]], all form records are being displayed in the default view. Form records with attachments are marked by a paperclip icon {{ficon name="paperclip-45"/}} (see [[figure>>||anchor="fig_inbox_list_item_default"]]). Clicking the icon opens the [[attachment page>>||anchor="review_area_attachments"]] of the form record directly. Every record entry consists of the subject, submit date, state as well as the inbox (in blue, see [[figure>>||anchor="fig_inbox_list_item_default"]]). Clicking the inbox sets an [[inbox filter>>||anchor="filter_menu_inboxes"]].
++{{id name="calendar-view" /}}
++=== Calendar view {{version major="6" minor="5" patch="0"/}} ===
++
++The calendar view is available if [[schedules>>doc:Formcycle.UserInterface.Appointments.WebHome]] with booked appointments exist. In this view all booked appointments are displayed. Which schedules should be displayed can be set from the  [[filter menu>>||anchor="filter_menu_appointment_templates"]].
++
  === Project view ===
  {{id name="inbox_list_project"/}}
@@ -255,82
          +255,175 @@
  Project views are data table views which are available as soon as display columns have been configured for the form (see [[Form > Inbox>>doc:Formcycle.UserInterface.MyForms.Inbox.WebHome]]). The values of the configured form elements as well as additional form information will be displayed in the data table. Every column can be filtered and sorted. Form records containing attachments are marked by a paperclip icon {{ficon name="paperclip-45"/}} (see [[figure>>||anchor="fig_inbox_list_item_default"]]). Clicking the icon opens the [[attachment page>>||anchor="review_area_attachments"]] of the form record directly.
++{{id name="export"/}}
++
++== Export ==
++
++Clicking //Export// {{icon name="download"/}} in the header of the form record list exports all selected form records or all form records based on the currently [[set filters>>||anchor="filter_menu"]] if there are no form records selected (see [[form record actions>>||anchor="form_record_actions"]]).
++
++__Example:__
++
++No form records are selected and filter is set to the inbox "Default inbox". Performing an export action will export all form records that are stored in the inbox "Default inbox". For exporting the form records of all inboxes the filter on "Default inbox" needs to be removed.
++
++There are three different types of exporting form records:
++
++=== {{icon name="file-code-o"/}} XML ===
++
++{{figure image="inbox_export_xml_en.png"}}
++{{id name="fig_inbox_export_xml" /}}
++XML-Export of selected form records: Optionally an XSL-Template may be selected for transforming the resulting XML file into the desired format (XSL-Templates can be defined under [[XSL transformation>>Formcycle.UserInterface.FilesAndTemplates.XSLTransformation.WebHome]]). Additionally meta data may be exported.
++{{/figure}}
++
++Form record data of all form elements will be exported flat in an XML structure.
++
++{{code language="xml"}}
++<xfc-data xfc-version="3.x.x" generation-date="yyyy-mm-dd HH:mm:ss.ms TZ">
++ <processes>
++  <process process-uid="xxx" creation-date="yyyy-mm-dd HH:mm:ss.ms TZ" project-name="yyy" status="zzz">
++   <form version="1">
++    <field name="elName">
++     <plainValue><![CDATA[Wert]]></plainValue>
++     <values count="1">
++      <value index="0"><![CDATA[]]></value>
++     </values>
++     <label><![CDATA[]]></label>
++    </field>
++    ...
++   </form>
++  <process ...>
++ </processes>
++</xfc-data>
++{{/code}}
++
++Using an optional XSL template (see [[figure>>||anchor="fig_inbox_export_xml"]]) the exported XML can be transformed into the desired format. The appropriate template can be selected using the combobox. For further information on XSL templates look [[here>>doc:Formcycle.UserInterface.FilesAndTemplates.XSLTransformation]].
++
++=== {{icon name="file-excel-o"/}} Excel ===
++
++{{figure image="inbox_export_excel_en.png"}}
++{{id name="fig_inbox_export_excel" /}}
++Excel export of the selected form records: Column names can be configured for every export. Additionally meta data may be exported.
++{{/figure}}
++
++All data will be exported to an Excel file. If form records of multiple forms have been selected than a new worksheet will be created for every form within the Excel file. All values of [[repeated form elements>>Formcycle.FormDesigner.ElementProperties.BaseProperties]] will be put into the same cell, separated by commas. If this is not desired the export option //Excel (multiline)// is recommended.
++The column names of the resulting Excel file may configured using the following options:
++
++* **Name of the form element**
++The element names that are used in the [[{{designer/}}>>doc:Formcycle.FormDesigner.ElementProperties.BaseProperties.WebHome]] will be used for the Excel columns (e.g.: tf1, sel1, ...).
++* **Alias of the form element**
++The element alias that is used in the [[{{designer/}}>>doc:Formcycle.FormDesigner.ElementProperties.BaseProperties.WebHome]] will be used for the Excel columns.
++* **Column name of the data table**
++The column names that have been set in the [[inbox configuration>>doc:Formcycle.UserInterface.MyForms.Inbox.WebHome]] will be used for the Excel columns. This selection is only available in the [[project views>>||anchor="inbox_list_project"]].
++
++=== {{icon name="file-excel-o"/}} Excel (multiline) ===
++
++{{info}}This Option is not available in [[project views>>||anchor="inbox_list_project"]].{{/info}}
++The export works the exact same way as the simple Excel export, except that the values of [[repeated form elements>>Formcycle.FormDesigner.ElementProperties.BaseProperties]] will be put into separate rows.
++
++=== Export meta data (Optional) ===
++
++{{info}}This functionality is available in FORMCYCLE version 6.1.0 and above. In previous versions meta data was exported by default.{{/info}}
++Meta data may be exported additionally for every export type (see figure [[XML export>>||anchor="fig_inbox_export_xml"]]/[[Excel export>>||anchor="fig_inbox_export_excel"]]). The following fileds are available for export:
++
++* **ID** {{version major="6" minor="4" patch="0"/}}
++System ID of the form record.
++* **Process ID**
++Process ID of the form record.
++* **Subject** {{version major="6" minor="4" patch="0"/}}
++Subject of the form record.
++* **Status**
++Name of the state the form record is in at the time of export.
++* **Inbox** {{version major="6" minor="4" patch="0"/}}
++* Inbox in which the form record is located.
++* **Date of receipt**
++Date the form record was submitted/created.
++* **Modification date**
++Date of last change to the form record.
++* **Form variables**
++Configured [[Form variables>>doc:Formcycle.FormDesigner.CodingPanel.VariablesTab]] an their values.
++* **Control fields**
++Control fields of the form such as //xf-action//, which holds the name of the button used for submitting the form.
++* **Meta data**
++Date of export and used FORMCYCLE version.
++
  == Review area ==
  {{id name="review_area"/}}
  {{figure image="inbox_review_area_en.png"}}{{id name="fig_inbox_review_area" /}}
--The review area of the inbox can be split into a (1) //header// and (2) content part.{{/figure}}
++The review area of the inbox can be split into a (1) //header// and (2) //content// part.{{/figure}}
--Per Mausklick ausgewählte Vorgänge werden im Lesebereich des Posteingangs dargestellt. Im Lesebereich können die eingegebenen Daten eingesehen und eine Reihe von Aktionen auf dem Vorgang ausgeführt werden. Der Lesebereich unterteilt sich in den //Kopf-// und //Inhaltsbereich// (siehe [[Abbildung>>||anchor="fig_inbox_review_area"]]).
++Form records selected by a mouse click will be displayed in the review area of the inbox. Submitted form data can be reviewed here. Additionally a number of form record actions ma be performed. The review area consists of a //header// and //content// part (see [[figure>>||anchor="fig_inbox_review_area"]]).
  {{id name="review_area_header"/}}
--{{figure image="inbox_review_area_header_de.png"}}{{id name="fig_inbox_review_area_header" /}}
--Der Kopbereich unterteilt sich in drei Leisten: (1) //Titelleiste//, (2) //Navigationsleiste// und (3) //Aktionsleiste//.{{/figure}}
++{{figure image="inbox_review_area_header_en.png"}}{{id name="fig_inbox_review_area_header" /}}
++The header can be split into three rows: (1) //title row//, (2) //navigation row//, (3) //action row//.{{/figure}}
--Der Kopfbereich dient der Navigation und Steuerung des selektierten Vorgangs. Er unterteilt sich in //Titelleiste//, //Navigationsleiste// und //Aktionsleiste//. Abhänging von der Auswahl in der Navigationsleiste werden die Vorgangsdaten im Inhaltsbereich aufbereitet dargestellt.
++The header is used for navigating the selected form record and performing form record actions. It consists of a //title row//, a //navigation row// and an //action row//. Depending on the selection in the navigation row different aspects of the form record will be displayed in the //content area//. Also the available form record actions in the action row change depending on the selection in the navigation row.
--=== Titelleiste ===
++=== Title row ===
--{{figure image="inbox_review_area_header_expanded_de.png"}}
++{{figure image="inbox_review_area_header_expanded_en.png"}}
  {{id name="fig_inbox_review_area_header_expanded" /}}
--Ein Klick auf das Ausklappen-Icon {{icon name="chevron-down"/}} deckt weitere Vorgangsinformationen auf: //Formularname//, //Vorgang-ID//, //Prozess-ID//, //Review-Link//, //Status//.
++Clicking the expand icon {{icon name="chevron-down"/}} reveals further form record information: //form name//, //form record ID//, //process ID//, //review link//, //state//.
  {{/figure}}
--{{figure image="inbox_review_area_header_pages_de.png"}}
++{{figure image="inbox_review_area_header_pages_en.png"}}
  {{id name="fig_inbox_review_area_header_pages" /}}
--Über das Ausklappen-Icon {{icon name="chevron-down"/}} am Seitenreiter kann die Formularseite ausgewählt werden. Es können auch alle Seiten auf einmal dargestellt werden.
++All form pages can be accessed by clicking the expand icon {{icon name="chevron-down"/}} at the right side of the page tab.
  {{/figure}}
--Die Titelleiste stellt Informationen über den Vorgang zur Verfügung. Links steht der Betreff des ausgewählten Vorgangs. Rechts sind drei Buttons zu finden:
++The title row provides meta information about the form record. To the left is the form record subject in bold. To the right there are three buttons:
  * **{{icon name="chevron-down"/}} Details**
--Klappt die Kopfzeile auf, um weitere Vorgangsinformationen darzustellen (siehe [[Abbildung>>||anchor="fig_inbox_review_area_header_expanded"]]).
--* **{{ficon name="open-in-new"/}} Öffnen in neuem Tab**
--Öffnet den aktuellen Vorgang in einem neuen Tab.
--* **{{ficon name="close-circle-outline"/}} Schließen**
--Schließt den Lesebereich
++Expands the title row to reveal further meta information about the form record (see [[figure>>||anchor="fig_inbox_review_area_header_expanded"]]).
++* **{{ficon name="open-in-new"/}} Open in new tab**
++Opens the current form record in a new tab.
++* **{{ficon name="close-circle-outline"/}} Close**
++Closes the review area.
--=== Navigationsleiste ===
++=== Navigation row ===
--Die Navigationsleiste bietet eine Reihe von Reitern, welche der Navigation im Vorgang dienen. Abhängig vom gewählten Navigationsreiter ändern sich die verfügbaren Aktionen in der Aktionsleiste sowie der Inhaltsbereich.
++{{figure image="inbox_review_area_attachments_en.png"}}The attachment area of a form record is divided into form upload attachments and workflow attachments. Attachments with a size of 0 Byte will be marked red.{{/figure}}
++{{id name="fig_inbox_review_area_attachments"/}}
--* **{{ficon name="XPage"/}} Formularseite**
--Ein Klick auf diesen Reiter zeigt das ausgefüllte Formular. Besitzt das ausgewählte Formular mehrere Seiten, welche der Benutzer im aktuellen Status aufrufen kann, ist es möglich die Formularseite über das Ausklappen-Icon {{icon name="chevron-down"/}} am Seitenreiter zu wechseln. Es ist zudem möglich alle Seiten anzuzeigen (siehe [[Abbildung>>||anchor="fig_inbox_review_area_header_pages"]]).
--{{info}}In einigen Fällen sollen jedoch auch bei Klick auf //Alle Seiten// einige Seiten weiterhin ausgeblendet werden. Um dies zu ermöglichen kann im [[Designer>>Formcycle.FormDesigner.WebHome]] an Elementen, die nicht eingeblendet werden sollen, dass Atrribut //force_summary_hiden// vergeben werden.{{/info}}
--Unter diesem Reiter sind folgende Vorgangsaktionen möglich:
--** [[Statuswechsel>>||anchor="review_action_state_change"]]
--** {{icon name="save"/}} [[Speichern>>||anchor="review_action_save"]]
--** {{ficon name="trash-alt2"/}} [[Löschen>>||anchor="review_action_delete"]]
--** {{ficon name="action-change-status"/}} [[Erweiterte Optionen>>||anchor="review_action_advanced"]]
--* **{{ficon name="table-large"/}} Daten als Tabelle**
--Die abgesendeten Formulardaten werden als Tabelle dargestellt.
--* **{{ficon name="history"/}} Verlauf**
--Zeigt den Verlauf des Vorgangs. Im Verlauf werden Statuswechsel, ausgeführte Aktionen, angehangene Dateien, etc. protokoliert. Unter diesem Reiter sind folgende Vorgangsaktionen möglich:
--** {{ficon name="plus-circle-outline"/}} [[Eintrag hinzufügen>>||anchor="review_action_add_protocol_entry"]]
--* **{{ficon name="paperclip-45"/}} Anhänge**{{id name="review_area_attachments"/}}
--Besitzt der Vorgang Anhänge, wird dieser Reiter dargestellt, welcher Zugriff auf die Anhänge des Vorgangs ermöglicht.
--** {{ficon name="checkbox-marked-outline"/}} (De-)Selektion aller Vorgänge
++The navigation row provides a number of tabs for displaying different aspects of the form record. Depending on the selected navigation tab the available actions in the action row change as well as the displayed information in the content area.
++
++* **{{ficon name="XPage"/}} Form page**
++Clicking this tab shows the filled out form. If the selected form consists of multiple pages the user can access in the current state, than an expand icon {{icon name="chevron-down"/}} appears on the right side of this tab. Different form pages can be accessed by clicking the icon. It is also possible to show all pages at once (see [[figure>>||anchor="fig_inbox_review_area_header_pages"]]).
++{{info}}In some case not all pages should be displayed when clicking //All pages//. To allow this it is possible to set the attribute //force_summary_hiden// in the [[Designer>>Formcycle.FormDesigner.WebHome]] for elements that should be hidden.{{/info}}
++This tab provides the following form record actions:
++** [[State change>>||anchor="review_action_state_change"]]
++** {{icon name="save"/}} [[Save>>||anchor="review_action_save"]]
++** {{ficon name="trash-alt2"/}} [[Delete>>||anchor="review_action_delete"]]
++** {{ficon name="action-change-status"/}} [[Advanced options>>||anchor="review_action_advanced"]]
++* **{{ficon name="table-large"/}} Datatable**
++The submitted form record data will be displayed in a data table.
++* **{{ficon name="history"/}} History**
++Shows the protocol entries (history) of the current form record. State changes, executed actions, attached files, etc. will be logged and displayed here. This tab provides the following form record actions:
++** {{ficon name="plus-circle-outline"/}} [[Add entry>>||anchor="review_action_add_protocol_entry"]]
++* **{{ficon name="paperclip-45"/}} Attachments**{{id name="review_area_attachments"/}}
++If the form record contains attachments this tab will be displayed and allows access to the form record attachments. The attachment area of a form record is divided into form upload attachments and workflow attachments. Form uploads are attached via [[upload elements>>doc:Formcycle.FormDesigner.FormElements.Upload]] of a form. Workflow attachments will be generated through workflow processing actions. Attachments with a size of 0 Byte will be marked red.
++** {{ficon name="checkbox-marked-outline"/}} (De-)Selectionof all attachments
  ** {{icon name="download"/}} [[Download>>||anchor="review_action_download_attach"]]
--** {{ficon name="trash-alt2"/}} [[Anhänge löschen>>||anchor="review_action_delete_attach"]]
++** {{ficon name="trash-alt2"/}} [[Delete attachments>>||anchor="review_action_delete_attach"]]
--=== Aktionsleiste ===
++=== Action row ===
--* **Statuswechsel**{{id name="review_action_state_change"/}}
--Wechselt den Status des Vorgangs, wobei Änderungen im Formular gespeichert und die Aktionen des gewählten Status ausgeführt werden. Diese Aktion steht nur zur Verfügung, wenn der Status vom Nutzer gewechselt werden kann. Der Status kann nur gewechselt werden, wenn:
--** der ausgewählte Vorgang in seinem aktuellen Status einen Folgestatus besitzt
--** in den Formulareinstellungen definiert wurde, dass ein Statuswechsel für Vorgänge dieses Formulars durch den aktuellen Benutzer möglich ist
--* **{{icon name="save"/}} Speichern**{{id name="review_action_save"/}}
--Speichert Änderungen im Formular.
--* **{{ficon name="trash-alt2"/}} Löschen**{{id name="review_action_delete"/}}
--Löscht den Vorgang und schließt den Lesebereich anschließend.
--* **{{ficon name="action-change-status"/}} Erweiterte Optionen**{{id name="review_action_advanced"/}}
--Öffnet einen Dialog, welcher erweiterte Vorgangsänderungen ermöglicht:
--** //Formulardatenkorrigieren//: Speichert Änderungen im Formular mit der Option die Formulardaten (nicht) zu validieren.
--** //Aktionen des aktuellen Status erneut ausführen//: Führt die Aktionen des aktuellen Status erneut aus. Dabei kann konfiguriert werden, ob Änderungen im Formular gespeichert und validiert werden sollen.
--** //Statuswechsel//: Analog zum normalen Statuswechsel, wobei konfiguriert werden kann, ob die Aktionen des Zielstatus ausgeführt werden sollen und ob Änderungen im Formular gespeichert und validiert werden sollen.
--* **{{ficon name="plus-circle-outline"/}} Eintrag hinzufügen**{{id name="review_action_add_protocol_entry"/}}
--Öffnet einen Dialog, welcher es ermöglicht dem Vorgang Protokolleinträge bzw. Bemerkungen hinzuzufügen. Protokolleinträge werden im Verluaf des Vorgangs dargestellt. Ausgewählte Datein werden an den Vorgang angehangen.
--* **{{icon name="download"/}} Download von Anhängen**{{id name="review_action_download_attach"/}}
--Lädt die ausgewählten Anhänge herunter.
--* **{{ficon name="trash-alt2"/}} Anhänge löschen**{{id name="review_action_delete_attach"/}}
--Löscht die ausgewählten Anhänge.
++* **State change**{{id name="review_action_state_change"/}}
++Saves changes in the form data, changes the state of the form record and executes the actions of the selected state. This action is only available if the state can be changed by the user. The state can only be changed if:
++** the current state of the selected form record has a follow-up state.
++** the user is allowed to change the state (can be configured in the [[workflow>>Formcycle.UserInterface.MyForms.WorkflowProcessing.WebHome]]).
++* **{{icon name="save"/}} Save**{{id name="review_action_save"/}}
++Saves changes to the form data.
++* **{{ficon name="trash-alt2"/}} Delete**{{id name="review_action_delete"/}}
++Deletes the form record and closes the review area. Form records can only be deleted if the are in a state the allows for it (see [[access configuration>>Formcycle.UserInterface.MyForms.Access.WebHome]]).
++* **{{ficon name="action-change-status"/}} Advanced options**{{id name="review_action_advanced"/}}
++Opens up a dialog which allows for advanced form record changes:
++** //Correct form data//: Saves all changes to the form data with the option of (not) validating the form.
++** //Rerun actions of the current state//: Reruns the actions of the current state. Whether or not form data changes should be saved and validated can be configured.
++** //Change state//: Similar to the normal state change. Whether or not the actions of the destination state should be executed and whether or not  form data changes should be saved and validated can be configured. This action is only available if the state can be changed by the user.
++* **{{ficon name="plus-circle-outline"/}} Add entry**{{id name="review_action_add_protocol_entry"/}}
++Opens up a dialog for adding protocol entries to the form record history. It is also possible to select additional files which will be attached to the form record.
++* **{{icon name="download"/}} Download attachments**{{id name="review_action_download_attach"/}}
++Downloads the selected attachments.
++* **{{ficon name="trash-alt2"/}} Delete attachments**{{id name="review_action_delete_attach"/}}
++Deletes the selected attachments.