Changes for page Posteingang

From 1.1 to 2.1

From version 2.1

edited by jdr
on 15.07.2021, 15:51

Change comment: There is no comment for this version

To version 16.1

edited by sas
on 14.09.2022, 20:55

Change comment: There is no comment for this version

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

Content

@@ -45,21 +45,45 @@
  {{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}}
++
++{{html wiki="true"}}
++<div class='xm-figure xm-float-right xm-clear-h2' data-alt='
++There are three different types of views, which can be differentiated by their symbols  /  /  : (1) the default view of form records, (2) the calendar view and (3) the project views (marked in red).'><div class='xm-figure-inner' style='width:310px'>{{lightbox image='inbox_filter_menu_view_en.png' width='300' group='$height' group='$group' title='
++There are three different types of views, which can be differentiated by their symbols  /  /  : (1) the default view of form records, (2) the calendar view and (3) the project views (marked in red).'/}}<div class='xm-figure-caption'>{{id name="fig_inbox_filter_menu_view" /}}
++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).</div></div></div>
++{{/html}}
++
++
  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"]]).
  === Filter ===
--{{figure image="inbox_filter_menu_filter_en.png"}}{{id name="fig_inbox_filter_menu_filter" /}}
--Filter: There are four quick filters available.{{/figure}}
++{{figure image="inbox_filter_menu_filter_en.png"}}
++{{id name="fig_inbox_filter_menu_filter" /}}
++Filter: There are four quick filters available.
++{{/figure}}
++
++
++{{html wiki="true"}}
++<div class='xm-figure xm-float-right xm-clear-h2' data-alt='
++Filter: There are four quick filters available.'><div class='xm-figure-inner' style='width:310px'>{{lightbox image='inbox_filter_menu_filter_en.png' width='300' group='$height' group='$group' title='
++Filter: There are four quick filters available.'/}}<div class='xm-figure-caption'>{{id name="fig_inbox_filter_menu_filter" /}}
++Filter: There are four quick filters available.</div></div></div>
++{{/html}}
++
++
  There are four quick filters available for configuring the form record list.
++
  * **Show all**
  All form records of the current [[view>>doc:||anchor="filter_menu_view"]] will be displayed.
  * **Recently edited**
@@ -88,7 +88,7 @@
  The inbox filter depends on the selected [[view>>||anchor="filter_menu_view"]]. The inbox filter is available if the form records of the form record list are stored in more than one inbox. If this is not the case than the inbox filter is not available.
--=== Submit date ===
++=== Submit date / Change date ===
  {{figure image="inbox_filter_menu_date_en.png"}}
  {{id name="fig_inbox_filter_menu_date" /}}
@@ -95,14 +95,14 @@
  The form record list can be filtered by submit date.
  {{/figure}}
--The form record list can be filtered by the submit date of the form records. For this there are two input fields available:
++The form record list can be filtered by the submit date and the change date of the form records. For this purpose, two input fields are available in each case:
  * **from**
--All form records submitted from the given date will be displayed.
++All form records that have been received or changed since the specified date are displayed.
  * **until**
--All form records submitted until the given date will be displayed.
++All form records that have been received or changed until the specified date are displayed.
--No submit date filter will be applied if these fileds are empty.
++If the fields are empty, there is no restriction based on the date.
  === Sorting ===
@@ -142,6 +142,15 @@
  {{figure image="inbox_list_default_marked_en.png"}}{{id name="fig_inbox_list_default_marked" /}}
  The form record actions on the left side of the form record list header are displayed if any form records have been selected. General actions on the left side are always visible.{{/figure}}
++
++{{html wiki="true"}}
++<div class='xm-figure xm-float-right xm-clear-h2' data-alt='
++The form record actions on the left side of the form record list header are displayed if any form records have been selected. General actions on the left side are always visible.'><div class='xm-figure-inner' style='width:310px'>{{lightbox image='inbox_list_default_marked_en.png' width='300' group='$height' group='$group' title='
++The form record actions on the left side of the form record list header are displayed if any form records have been selected. General actions on the left side are always visible.'/}}<div class='xm-figure-caption'>{{id name="fig_inbox_list_default_marked" /}}
++The form record actions on the left side of the form record list header are displayed if any form records have been selected. General actions on the left side are always visible.</div></div></div>
++{{/html}}
++
++
  All form records are displayed in the form record list depending on the [[set filters>>||anchor="filter_menu"]]. There are two different views of the form record list: the [[default view>>||anchor="inbox_list_default"]] and the [[project view>>||anchor="inbox_list_project"]]. The view can be changed in the [[filter menu>>||anchor="filter_menu_view"]].
  Clicking on a form record in the form record list opens it in the [[review area>>||anchor="review_area"]]. If the review area is not visible, it will be opened by clicking on a form record. After opening a form record it will be marked as read and the font weight will be set from //bold// to //normal//. When filtering unread form records this record will be excluded. For marking a form record //unread// click the appropriate button {{icon name="envelope"/}} in the header of the form record list.
  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//.
@@ -177,7 +177,7 @@
  ==== {{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 ===
@@ -199,13 +199,26 @@
  {{id name="inbox_list_default"/}}
--{{figure image="inbox_list_item_default_en.png"}}{{id name="fig_inbox_list_item_default" /}}
--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}}
++{{figure image="inbox_list_item_default_en.png"}}
++{{id name="fig_inbox_list_item_default" /}}
++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}}
++
++
++{{html wiki="true"}}
++<div class='xm-figure xm-float-right xm-clear-h2' data-alt='
++A form record in the default view: Clicking the inbox (in blue) sets an inbox filter. The attachment page of the form record can be accessed directly be clicking the paperclip icon .'><div class='xm-figure-inner' style='width:310px'>{{lightbox image='inbox_list_item_default_en.png' width='300' group='$height' group='$group' title='
++A form record in the default view: Clicking the inbox (in blue) sets an inbox filter. The attachment page of the form record can be accessed directly be clicking the paperclip icon .'/}}<div class='xm-figure-caption'>{{id name="fig_inbox_list_item_default" /}}
++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" /}}.</div></div></div>
++{{/html}}
++
++
  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"/}} ===
++=== 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"]].
@@ -269,13 +269,13 @@
  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"]].
@@ -282,22 +282,21 @@
  === {{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.
@@ -304,7 +304,7 @@
  * **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**
@@ -316,6 +316,15 @@
  {{figure image="inbox_review_area_en.png"}}{{id name="fig_inbox_review_area" /}}
  The review area of the inbox can be split into a (1) //header// and (2) //content// part.{{/figure}}
++
++{{html wiki="true"}}
++<div class='xm-figure xm-float-right xm-clear-h2' data-alt='
++The review area of the inbox can be split into a (1) header and (2) content part.'><div class='xm-figure-inner' style='width:310px'>{{lightbox image='inbox_review_area_en.png' width='300' group='$height' group='$group' title='
++The review area of the inbox can be split into a (1) header and (2) content part.'/}}<div class='xm-figure-caption'>{{id name="fig_inbox_review_area" /}}
++The review area of the inbox can be split into a (1) //header// and (2) //content// part.</div></div></div>
++{{/html}}
++
++
  Form records selected by a mouse click will be displayed in the review area of the inbox. Submitted form data can be reviewed here. Additionally a number of form record actions ma be performed. The review area consists of a //header// and //content// part (see [[figure>>||anchor="fig_inbox_review_area"]]).
  {{id name="review_area_header"/}}
@@ -322,6 +322,15 @@
  {{figure image="inbox_review_area_header_en.png"}}{{id name="fig_inbox_review_area_header" /}}
  The header can be split into three rows: (1) //title row//, (2) //navigation row//, (3) //action row//.{{/figure}}
++
++{{html wiki="true"}}
++<div class='xm-figure xm-float-right xm-clear-h2' data-alt='
++The header can be split into three rows: (1) title row, (2) navigation row, (3) action row.'><div class='xm-figure-inner' style='width:310px'>{{lightbox image='inbox_review_area_header_en.png' width='300' group='$height' group='$group' title='
++The header can be split into three rows: (1) title row, (2) navigation row, (3) action row.'/}}<div class='xm-figure-caption'>{{id name="fig_inbox_review_area_header" /}}
++The header can be split into three rows: (1) //title row//, (2) //navigation row//, (3) //action row//.</div></div></div>
++{{/html}}
++
++
  The header is used for navigating the selected form record and performing form record actions. It consists of a //title row//, a //navigation row// and an //action row//. Depending on the selection in the navigation row different aspects of the form record will be displayed in the //content area//. Also the available form record actions in the action row change depending on the selection in the navigation row.
  === Title row ===
@@ -347,16 +347,26 @@
  === 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}}
++{{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}}
++
++
++{{html wiki="true"}}
++<div class='xm-figure xm-float-right xm-clear-h2' data-alt='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.'><div class='xm-figure-inner' style='width:310px'>{{lightbox image='inbox_review_area_attachments_en.png' width='300' group='$height' group='$group' title='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.'/}}<div class='xm-figure-caption'>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.</div></div></div>
++{{/html}}
++
++
  {{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**
  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}}
++{{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.Designer.Form.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"]]
@@ -366,7 +366,7 @@
  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"]]
@@ -373,10 +373,8 @@
  === 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"/}}
@@ -384,8 +384,7 @@
  * **{{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"/}}