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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. |
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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//. |
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+{{id name="form_record_actions"/}} |
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=== Form record actions === |
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Which form record actions will be displayed depends on the currently selected form records. |
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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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-Example: |
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+For further information on form record export see [[Export>>||anchor="export"]]. |
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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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-There are three different types of exporting form records: |
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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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-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 [[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. |
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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 [[repeated form elements>>Formcycle.FormDesigner.ElementProperties.BaseProperties]] 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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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. |
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+{{id name="export"}} |
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+== Export == |
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+ |
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+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"]]). |
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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 [[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. |
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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 [[repeated form elements>>Formcycle.FormDesigner.ElementProperties.BaseProperties]] will be put into separate rows. |
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+ |
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== Review area == |
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{{id name="review_area"/}} |