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* **Form** |
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Search for form records with the given form title. |
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* **Form record ID** |
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-Search for form records with the given ID {{info}}ID has to be exact.{{/info}}. |
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+Search for form records with the given ID. {{info}}ID has to be exact.{{/info}} |
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* **Process ID** |
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Search for form records with the given process ID. |
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* **State** |
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Selects all form records based on the currently [[set filters>>||anchor="filter_menu"]]. {{info}}This may take a while if there is a large number of form records within the list.{{/info}} This checkbox is always available. |
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-==== {{icon name="download"/}} Export ==== |
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- |
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-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. |
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- |
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-Example: |
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- |
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-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. |
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- |
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-There are three different types of exporting form records: |
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- |
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-__{{icon name="file-code-o"/}} XML__ |
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-{{figure image="inbox_export_xml_en.png"}}{{id name="fig_inbox_export_xml" /}} |
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-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}} |
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- |
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-Form record data of all form elements will be exported flat in an XML structure. |
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- |
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-{{code language="xml"}} |
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-<xfc-data xfc-version="3.x.x" generation-date="yyyy-mm-dd HH:mm:ss.ms TZ"> |
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- <processes> |
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- <process process-uid="xxx" creation-date="yyyy-mm-dd HH:mm:ss.ms TZ" project-name="yyy" status="zzz"> |
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- <form version="1"> |
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- <field name="elName"> |
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- <plainValue><![CDATA[Wert]]></plainValue> |
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- <values count="1"> |
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- <value index="0"><![CDATA[]]></value> |
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- </values> |
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- <label><![CDATA[]]></label> |
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- </field> |
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- ... |
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- </form> |
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- <process ...> |
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- </processes> |
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-</xfc-data> |
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-{{/code}} |
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- |
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-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]]. |
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- |
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-__{{icon name="file-excel-o"/}} Excel__ |
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-{{figure image="inbox_export_excel_en.png"}}{{id name="fig_inbox_export_excel" /}} |
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-Excel export of the selected form records: Column names can be configured for every export.{{/figure}} |
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- |
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-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. |
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-The column names of the resulting Excel file may configured using the following options: |
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- |
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-* **Name of the form element** |
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-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, ...). |
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-* **Alias of the form element** |
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-The element alias that is used in the [[{{designer/}}>>doc:Formcycle.FormDesigner.ElementProperties.BaseProperties.WebHome]] will be used for the Excel columns. |
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-* **Column name of the data table** |
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-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"]]. |
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- |
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-__{{icon name="file-excel-o"/}} Excel (multiline)__ |
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-{{info}}This Option is not available in [[project views>>||anchor="inbox_list_project"]].{{/info}} |
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-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. |
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==== {{ficon name="action-move-inbox"/}} Move ==== |
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{{figure image="inbox_move_en.png"}} |
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Saves changes to the form data. |
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* **{{ficon name="trash-alt2"/}} Delete**{{id name="review_action_delete"/}} |
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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]]). |
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-* **{{ficon name="action-change-status"/}} Erweiterte Optionen**{{id name="review_action_advanced"/}} |
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-Öffnet einen Dialog, welcher erweiterte Vorgangsänderungen ermöglicht: |
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-** //Formulardatenkorrigieren//: Speichert Änderungen im Formular mit der Option die Formulardaten (nicht) zu validieren. |
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-** //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. |
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-** //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. |
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-* **{{ficon name="plus-circle-outline"/}} Eintrag hinzufügen**{{id name="review_action_add_protocol_entry"/}} |
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-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. |
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-* **{{icon name="download"/}} Download von Anhängen**{{id name="review_action_download_attach"/}} |
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-Lädt die ausgewählten Anhänge herunter. |
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-* **{{ficon name="trash-alt2"/}} Anhänge löschen**{{id name="review_action_delete_attach"/}} |
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-Löscht die ausgewählten Anhänge. |
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+* **{{ficon name="action-change-status"/}} Advanced options**{{id name="review_action_advanced"/}} |
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+Opens up a dialog which allows for advanced form record changes: |
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+** //Correct form data//: Saves all changes to the form data with the option of (not) validating the form. |
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+** //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. |
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+** //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. |
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+* **{{ficon name="plus-circle-outline"/}} Add entry**{{id name="review_action_add_protocol_entry"/}} |
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+Opens up a dialog for adding protocol entries to the form record history. Selected files will be attached to the form record. |
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+* **{{icon name="download"/}} Download attachments**{{id name="review_action_download_attach"/}} |
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+Downloads the selected attachments. |
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+* **{{ficon name="trash-alt2"/}} Delete attachments**{{id name="review_action_delete_attach"/}} |
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+Deletes the selected attachments. |