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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.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. |
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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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* **Name of the form element** |
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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.Designer.Form.ElementProperties.BaseProperties.WebHome]] will be put into separate rows. |
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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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+{{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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* **ID** |
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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. 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. |
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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"]] |
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* **{{ficon name="action-change-status"/}} Advanced options**{{id name="review_action_advanced"/}} |
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Opens up a dialog which allows for advanced form record changes: |
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** //Correct form data//: Saves all changes to the form data with the option of (not) validating the form. |
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-** //Initiate workflow event//: [[A custom workflow event >>doc:Formcycle.Designer.Workflow.Events.Custom]]can be selected for manual execution. |
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+** //Initiate workflow event//: A custom workflow event can be selected for manual execution. |
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* **{{ficon name="plus-circle-outline"/}} Add entry**{{id name="review_action_add_protocol_entry"/}} |
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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. |
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* **{{icon name="download"/}} Download attachments**{{id name="review_action_download_attach"/}} |
