View the Details of a Form Submission

You can view the details of a submitted, dispatched, or transferred form on the form submission details page. This topic explains the different actions you can take and describes the submission details.

Info:The term transferred only applies to TrueContext Teamwork-enabled forms.

Available on all tiers:

Essentials
Advanced
Enterprise

Contents

Prerequisites

You must be either:

Note:Only TrueContext Admin users can delete form submissions.

Open the form submission details page

  1. Navigate to the submissions page of your form:

    Data & Analytics > Submissions (by Form) > FormName > Continue

    or

    Forms & Integrations > FormName > Go to submissions

    Result: The Web Portal displays the Form Submissions page for the selected form. By default, The Form Submissions page displays form submissions from the last 30 days.

    Tip:You can change your Search Options to find specific submitted or dispatched forms. For example, filter on a date range to find all submitted forms from 2022-01-01 through 2022-12-31.

  2. Select the Reference # of the form submission.

    Result: The Web Portal displays the details page.

Actions

To open the list of actions, select the arrow next to the form submission reference number.

The details page of a submitted "Bank Customer Information" form. Hover over the arrow next to the form's reference number to view the list of actions.

Tip:The actions that are listed depend on the form setup and whether the form was dispatched, submitted, or transferred.

The following tables describe the actions you can find in the list.

Actions for incomplete TrueContext Teamwork forms

The following actions are only listed if the form submission is an incomplete TrueContext TeamworkClosed TrueContext Teamwork is an Enterprise tier feature that enables mobile users to transfer incomplete forms for other users to complete as part of a multi-user workflow. This can be useful for jobs that require someone else's expertise or that span multiple shifts. form.

Action Description
Assign to a User If the incomplete TrueContext Teamwork form is unclaimed, assign the form to a field user.
Unassign From User

If you want the incomplete TrueContext Teamwork form to go to a different user, first unassign the form from the current assignee.

Warning:If the assigned user has started to work on the form, you will lose any changes that user has made to the form when you unassign it.

Actions for submitted forms

The following actions are only listed if the form submission is a submitted form.

Action Description
Send for Edit Send the submitted form to a user and request edits. The user doesn’t have to be the same person who submitted the form.

Actions for all form submissions

The following actions are listed for submitted, dispatched, and transferred form submissions.

Info:The term transferred only applies to TrueContext Teamwork-enabled forms.

Action Description
Version History

View the version history of the form submission. A form submission gets a new version whenever a field user:

  • Receives a dispatch.

  • TrueContext Teamwork transfers the form.

  • Submits a completed form.

  • Submits an edited form.

Download Attached Documents

Download an output document linked to the form submission. Only documents made available for download appear in the list.

Download Standard XML or JSON Files Download a standard XML or JSON document of the form submission. These standard documents include metadata that you can use for audit and compliance requirements.
Download All Attachments Download the form submission attachments in a single .zip folder. Attachments include uploaded images and files, sketches, and signatures.
Test DRELClosed Data Reference Expression Language (DREL) is used to get form data and metadata and add it to a string, such as dates, usernames, or answers to questions in forms. Test DREL expressions using data from the form submission. You can check that an expression returns the expected data or metadata.
Re-Execute All Executions

Re-execute all Data DestinationsClosed A Data Destination specifies where to send data from a submitted form. You can use Data Destinations to automate data sharing and storage, routing data to a specific service (such as email or cloud storage) in several different formats. linked to the form submission. Select this option after you fix the cause of a failed Data Destination execution.

Note:When you select this option, successful Data Destinations also re-execute. These destinations may receive duplicate documents from the re-execution.

You can manually re-execute a single destination on the form submission details page:

Form Submission Processing > Destinations > hover over Execution Details > Re-execute.

Delete

TrueContext Admin users can delete form submission from the TrueContext server.

Warning:This is a permanent action. If you delete a form submission, you can’t recover it from the TrueContext server.

Processing Details

The processing table shows details on all of the different steps that happened to the submission. If something went wrong with the submission, it's a helpful tool to spot exactly what happened.

A record's expanded Loading and Processing table. The table shows each step's Processed Date, Actions, and Execution Details.

Standard Processing Steps:

Processing Status

2018-05-06-Complete19px.png—The step has been successfully processed.

2018-07-06-X19px.png—The step has failed. See details for more information.

2018-07-06-skipped19px.png—The step has been skipped. This usually happens because the step is not applicable.

    • The "Process Images" step will be skipped if there are no images in the form.

    • A Data Destination execution will be skipped if the submission does not meet the destination's conditions.

Workflow Steps

If the form was created by a dispatch from another form, or if this form created new dispatches as of a result of being submitted, you can view the relationships here. Select the submission listed to view the details.

The Workflow section in a form submission. This workflow indicates that the record dispatched a supervisor approval form.

Dispatch Metadata

If the submission was dispatched with notes, a priority, due date/time, or location assigned, this information will be listed.

View Submission Data

The full data from the form submission will be listed, with the answers listed in the appropriate pages and sections.

Display of form submission data

If an answer was edited and changed from a previous version of the submission, there will be an Edited marker beside it.

Form submission details showing edited answers