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* **Created by me** |
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All form records that have been created by the current [[user>>doc:Formcycle.UserInterface.UserSettings.User.WebHome]] will be displayed. |
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+{{id name="filter_menu_appointment_templates" /}} |
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+=== Schedules {{version major="6" minor="5" patch="0"/}} === |
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+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. |
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+ |
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=== Inboxes === |
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{{id name="filter_menu_inboxes"/}} |
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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}} |
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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"]]. |
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+{{id name="calendar-view" /}} |
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+=== Calendar view {{version major="6" minor="5" patch="0"/}} === |
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+ |
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+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"]]. |
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+ |
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=== Project view === |
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{{id name="inbox_list_project"/}} |
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{{info}}This functionality is available in FORMCYCLE version 6.1.0 and above. In previous versions meta data was exported by default.{{/info}} |
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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: |
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+* **ID** {{version major="6" minor="4" patch="0"/}} |
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+System ID of the form record. |
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* **Process ID** |
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Process ID of the form record. |
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+* **Subject** {{version major="6" minor="4" patch="0"/}} |
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+Subject of the form record. |
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* **Status** |
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Name of the state the form record is in at the time of export. |
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+* **Inbox** {{version major="6" minor="4" patch="0"/}} |
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+* Inbox in which the form record is located. |
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* **Date of receipt** |
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Date the form record was submitted/created. |
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* **Modification date** |
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@@ -329,6
+329,9 @@ |
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=== Navigation row === |
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+{{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}} |
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+{{id name="fig_inbox_review_area_attachments"/}} |
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+ |
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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. |
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* **{{ficon name="XPage"/}} Form page** |
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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: |
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** {{ficon name="plus-circle-outline"/}} [[Add entry>>||anchor="review_action_add_protocol_entry"]] |
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* **{{ficon name="paperclip-45"/}} Attachments**{{id name="review_area_attachments"/}} |
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-If the form record contains attachments this tab will be displayed and allows access to the form record attachments. |
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+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. |
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** {{ficon name="checkbox-marked-outline"/}} (De-)Selectionof all attachments |
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** {{icon name="download"/}} [[Download>>||anchor="review_action_download_attach"]] |
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** {{ficon name="trash-alt2"/}} [[Delete attachments>>||anchor="review_action_delete_attach"]] |