Changes for page Posteingang

From 14.1 to 15.1

From version 1.1

edited by gru
on 20.01.2021, 16:18

Change comment: Imported from XAR

To version 14.1

edited by jdr
on 20.07.2021, 14:33

Change comment: There is no comment for this version

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@@ -1,1 +1,1 @@
--XWiki.gru
++XWiki.jdr

Content

@@ -45,12 +45,14 @@
  {{id name="filter_menu_view"/}}
  {{figure image="inbox_filter_menu_view_en.png"}}{{id name="fig_inbox_filter_menu_view" /}}
--There are two different types of views, which can be differentiated by their symbols {{ficon name="view-list"/}}/{{ficon name="layout-table"/}}: (1) the //default view// of form records and (2) the //project views// (marked in red).{{/figure}}
++There are three different types of views, which can be differentiated by their symbols {{ficon name="view-list"/}} / {{ficon name="date"/}} / {{ficon name="layout-table"/}} : (1) the //default view// of form records, (2) the //calendar view// and (3) the //project views// (marked in red).{{/figure}}
  The view selection is only available if project views have been configured (for configuring project views see [[My Forms > Inbox>>doc:Formcycle.UserInterface.MyForms.Inbox.WebHome]]). Which form records are being displayed in the form record list and how they are being displayed depends on the selected view. There are two different types of views:
  * {{ficon name="view-list"/}} **Default**
  The default view can not be configured. Depending on the users authorization all submitted [[form records>>doc:Terminology.WebHome||anchor="form_record"]] are displayed in the [[form record list>>||anchor="inbox_list_default"]].
++* {{ficon name="date"/}}**Calendar view**
++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"]].
  * {{ficon name="layout-table"/}} **Project views**
  Project views have the names of the forms they are matched to. These views only contain form records of the appropriate form. The form records will be displayed in a data table. The number of columns depends on the [[view configuration>>doc:Formcycle.UserInterface.MyForms.Inbox.WebHome]] (see [[form record list>>||anchor="inbox_list_project"]]).
@@ -69,8 +69,10 @@
  * **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"/}} ===
++{{id name="filter_menu_appointment_templates"/}}
++
++=== Schedules ===
++
  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 ===
@@ -175,7 +175,7 @@
  ==== {{ficon name="trash-alt2"/}} Delete ====
--Clicking this button deletes the selected form records. This function is only available if all selected form records are deletable. A form record is deletable if the state, it is currently in, allows for it to be deleted. In the [[state configuration>>doc:Formcycle.UserInterface.MyForms.WorkflowProcessing.States.WebHome]] or [[access configuration>>doc:Formcycle.UserInterface.MyForms.Access.WebHome]] the option //Form records can be deleted// or //Form records deletable// needs to be activated in order for the form record to be deletable. If this is not the case the form record can not be deleted.
++Clicking this button deletes the selected form records. This function is only available if all selected form records are deletable. A form record is deletable if the state, it is currently in, allows for it to be deleted. In the [[state configuration>>doc:Formcycle.Designer.Workflow.States.WebHome]] or [[access configuration>>doc:Formcycle.UserInterface.MyForms.Access.WebHome]] the option //Form records can be deleted// or //Form records deletable// needs to be activated in order for the form record to be deletable. If this is not the case the form record can not be deleted.
  === General action ===
@@ -201,9 +201,10 @@
  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"/}} ===
++{{id name="calendar-view"/}}
++=== Calendar view ===
++
  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 ===
@@ -266,13 +266,13 @@
  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.
++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.Designer.Form.ElementProperties.BaseProperties.WebHome]] 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:
  * **Name of the form element**
--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, ...).
++The element names that are used in the [[{{designer/}}>>doc:Formcycle.Designer.Form.ElementProperties.BaseProperties.WebHome]]  will be used for the Excel columns (e.g.: tf1, sel1, ...).
  * **Alias of the form element**
--The element alias that is used in the [[{{designer/}}>>doc:Formcycle.FormDesigner.ElementProperties.BaseProperties.WebHome]] will be used for the Excel columns.
++The element alias that is used in the [[{{designer/}}>>doc:Formcycle.Designer.Form.ElementProperties.BaseProperties.WebHome]] will be used for the Excel columns.
  * **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"]].
@@ -279,22 +279,21 @@
  === {{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.
++The export works the exact same way as the simple Excel export, except that the values of [[repeated form elements>>Formcycle.Designer.Form.ElementProperties.BaseProperties.WebHome]] 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"/}}
++* **ID**
  System ID of the form record.
  * **Process ID**
  Process ID of the form record.
--* **Subject** {{version major="6" minor="4" patch="0"/}}
++* **Subject**
  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**
  * Inbox in which the form record is located.
  * **Date of receipt**
  Date the form record was submitted/created.
@@ -301,7 +301,7 @@
  * **Modification date**
  Date of last change to the form record.
  * **Form variables**
--Configured [[Form variables>>doc:Formcycle.FormDesigner.CodingPanel.VariablesTab]] an their values.
++Configured [[Form variables>>doc:Formcycle.Designer.Form.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**
@@ -353,7 +353,7 @@
  Clicking this tab shows the filled out form. If the selected form consists of multiple pages the user can access in the current state, than an expand icon {{icon name="chevron-down"/}} appears on the right side of this tab. Different form pages can be accessed by clicking the icon. It is also possible to show all pages at once (see [[figure>>||anchor="fig_inbox_review_area_header_pages"]]).
  {{info}}In some case not all pages should be displayed when clicking //All pages//. To allow this it is possible to set the attribute //force_summary_hiden// in the [[Designer>>Formcycle.FormDesigner.WebHome]] for elements that should be hidden.{{/info}}
  This tab provides the following form record actions:
--** [[State change>>||anchor="review_action_state_change"]]
++** [[Trigger custom event>>||anchor="review_action_state_change"]]
  ** {{icon name="save"/}} [[Save>>||anchor="review_action_save"]]
  ** {{ficon name="trash-alt2"/}} [[Delete>>||anchor="review_action_delete"]]
  ** {{ficon name="action-change-status"/}} [[Advanced options>>||anchor="review_action_advanced"]]
@@ -363,7 +363,7 @@
  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. 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.
++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.Designer.Form.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"]]
@@ -370,10 +370,8 @@
  === Action row ===
--* **State change**{{id name="review_action_state_change"/}}
--Saves changes in the form data, changes the state of the form record and executes the actions of the selected state. This action is only available if the state can be changed by the user. The state can only be changed if:
--** the current state of the selected form record has a follow-up state.
--** the user is allowed to change the state (can be configured in the [[workflow>>Formcycle.UserInterface.MyForms.WorkflowProcessing.WebHome]]).
++* **Trigger custom event**{{id name="review_action_state_change"/}}
++Once one or more custom events exist in the workflow, it is possible to execute a custom event manually.
  * **{{icon name="save"/}} Save**{{id name="review_action_save"/}}
  Saves changes to the form data.
  * **{{ficon name="trash-alt2"/}} Delete**{{id name="review_action_delete"/}}
@@ -381,8 +381,7 @@
  * **{{ficon name="action-change-status"/}} Advanced options**{{id name="review_action_advanced"/}}
  Opens up a dialog which allows for advanced form record changes:
  ** //Correct form data//: Saves all changes to the form data with the option of (not) validating the form.
--** //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.
++** //Initiate workflow event//: [[A custom workflow event >>doc:Formcycle.Designer.Workflow.Events.Custom]]can be selected for manual execution.
  * **{{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. 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"/}}