From version < 23.2 >
edited by nlo
on 20.05.2019, 15:54
To version < 26.1 >
edited by nlo
on 21.05.2019, 15:51
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140 140  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.
141 141  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//.
142 142  
143 +{{id name="form_record_actions"/}}
144 +
143 143  === Form record actions ===
144 144  
145 145  Which form record actions will be displayed depends on the currently selected form records.
... ... @@ -206,21 +206,25 @@
206 206  
207 207  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.
208 208  
209 -{{id name="export"}}
210 -==== {{icon name="download"/}} Export ====
211 +{{id name="export"/}}
211 211  
212 -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.
213 +== Export ==
213 213  
214 -Example:
215 +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"]]).
215 215  
217 +__Example:__
218 +
216 216  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.
217 217  
218 218  There are three different types of exporting form records:
219 219  
220 -__{{icon name="file-code-o"/}} XML__
221 -{{figure image="inbox_export_xml_en.png"}}{{id name="fig_inbox_export_xml" /}}
222 -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}}
223 +=== {{icon name="file-code-o"/}} XML ===
223 223  
225 +{{figure image="inbox_export_xml_en.png"}}
226 +{{id name="fig_inbox_export_xml" /}}
227 +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]]).
228 +{{/figure}}
229 +
224 224  Form record data of all form elements will be exported flat in an XML structure.
225 225  
226 226  {{code language="xml"}}
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244 244  
245 245  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]].
246 246  
247 -__{{icon name="file-excel-o"/}} Excel__
248 -{{figure image="inbox_export_excel_en.png"}}{{id name="fig_inbox_export_excel" /}}
249 -Excel export of the selected form records: Column names can be configured for every export.{{/figure}}
253 +=== {{icon name="file-excel-o"/}} Excel ===
250 250  
255 +{{figure image="inbox_export_excel_en.png"}}
256 +{{id name="fig_inbox_export_excel" /}}
257 +Excel export of the selected form records: Column names can be configured for every export.
258 +{{/figure}}
259 +
251 251  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.
252 252  The column names of the resulting Excel file may configured using the following options:
253 253  
... ... @@ -258,7 +258,8 @@
258 258  * **Column name of the data table**
259 259  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"]].
260 260  
261 -__{{icon name="file-excel-o"/}} Excel (multiline)__
270 +=== {{icon name="file-excel-o"/}} Excel (multiline) ===
271 +
262 262  {{info}}This Option is not available in [[project views>>||anchor="inbox_list_project"]].{{/info}}
263 263  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.
264 264  
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