Changes for page Posteingang

From version < 24.1 >

edited by nlo
on 20.05.2019, 15:56

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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--XWiki.nlo
++XWiki.gru

Content

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  * **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"/}}
@@ -141,6
          +141,7 @@
  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.
@@ -196,6
          +196,11 @@
  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"/}}
@@ -207,21
          +207,25 @@
  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"}}
++{{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:
++__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]]).{{/figure}}
++=== {{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"}}
@@ -245,10
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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]].
--__{{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}}
++=== {{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:
@@ -259,10
          +259,37 @@
  * **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)__
++=== {{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"/}}
@@ -300,6
          +300,9 @@
  === Navigation row ===
++{{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"/}}
++
  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**
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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:
  ** {{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.
++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"/}} [[Delete attachments>>||anchor="review_action_delete_attach"]]
@@ -337,7
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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.
  ** //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. Selected files will be attached to the form record.
++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"/}}