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{{figure image="inbox_export_xml_en.png"}} |
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{{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]]). |
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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]]). Additionally meta data may be exported. |
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{{/figure}} |
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Form record data of all form elements will be exported flat in an XML structure. |
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{{figure image="inbox_export_excel_en.png"}} |
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{{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. |
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+Excel export of the selected form records: Column names can be configured for every export. Additionally meta data may be exported. |
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{{/figure}} |
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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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{{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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+=== Export meta data (Optional) === |
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+ |
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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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+ |
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+* **Process ID** |
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+Process ID 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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+* **Date of receipt** |
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+Date the form record was submitted/created. |
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+* **Modification date** |
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+Date of last change to the form record. |
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+* **Form variables** |
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+Configured [[Form variables>>doc:Formcycle.FormDesigner.CodingPanel.VariablesTab]] an their values. |
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+* **Control fields** |
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+Control fields of the form such as //xf-action//, which holds the name of the button used for submitting the form. |
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+* **Meta data** |
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+Date of export and used FORMCYCLE version. |
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+ |
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== Review area == |
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{{id name="review_area"/}} |
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=== Navigation row === |
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+{{figure image="inbox_review_area_attachments_en.png"}} |
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+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. |
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+{{/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"]] |