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Author

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1		-XWiki.awa
	1	+XWiki.tkr

Content

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4	4
5	5	{{content/}}
6	6
	7	+
	8	+{{figure image="Invite0.PNG" clear="h1"}}
	9	+Open the form menu and select //Publish// to open the dialog with the //Invite// option.
	10	+{{/figure}}
	11	+
7	7	== Overview ==
8	8
9	9	This feature lets you create multiple form records at once, with data taken from a [[CSV data source>>doc:Formcycle.UserInterface.Data.Sources]]. Optionally, you can also send send an invitation email for each form record with a link to the newly created form record. The CSV data source with all information that should be used can be selected in the invitation dialog. The number of invitations that can be created at once depends on the [[license>>doc:Formcycle.SystemSettings.UserInterface.License]].
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16	16
17	17	=== Data source ===
18	18
	24	+{{figure image="Invite_1.PNG"}}
	25	+A new form records is created for each row of the selected data source. Optionally, you can prefill the form with the data from the data source or send emails.
	26	+{{/figure}}
	27	+
19	19	; Data source (.csv)
20	20	: All existing [[CSV data sources>>doc:Formcycle.UserInterface.Data.Sources]] are listed here. Select the data source which you would like to use.
21	21	; From (row)
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27	27
28	28	=== Email configuration ===
29	29
	39	+{{figure image="Invite_2.PNG"}}
	40	+You can send an email for each newly created form record. Use the variable //[%$FORM_INVITE_LINK%]// to insert a link to the form.
	41	+{{/figure}}
	42	+
30	30	; Send an invitation email to each person in the above data source
31	31	: Activate this option to send an email for each created form record. The email address is taken from one of the columns of each row of the data source, see below.
32	32	; Email to (column in data source)
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42	42
43	43	=== Prefill form ===
44	44
	58	+{{figure image="Invite_3.PNG"}}
	59	+The form may be prefilled with data from the data source. For example, you could enter the email address of the recipient into a form field.
	60	+{{/figure}}
	61	+
45	45	; Prefill form fields
46	46	: Activate this option to prefill the newly created form record with the data from the data source.
47	47	; Data mapping table
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54	54
55	55	=== Target state ===
56	56
	74	+{{figure image="Invite_4.PNG"}}
	75	+When no target state is set, the newly created form records are shown as //saved// in the inbox.
	76	+{{/figure}}
	77	+
57	57	If required, you can select an initial [[state>>doc:Formcycle.UserInterface.MyForms.WorkflowProcessing.States.WebHome]] for the form record. In case you do not select a state here, the newly created form record will only marked as //saved// in the [[inbox>>doc:Formcycle.Inbox.WebHome]].
58	58
59	59	; Assign a target state to all form records created without error.