Submissions

Modified on Wed, 07 Jun 2023 at 10:33 AM

The submissions menu allows you to view the submissions that have been completed in your environment. This article will cover the different functionality available from the submissions menu. 



Filtering and Searching


Date filters

You are able to filter submissions by date using the Submission After and Submission Before dates. By default, submissions are sorted by date in descending order. 


Submission Id

All submissions generate a 32-character unique identifier, you can use the submission Id search to find a specific submission. 


External Id

External Ids can be generated using the Personalisation and Receipt Generation endpoint or by being added directly to the URL. These are usually generated via API and are a more human-readable identifier to reference the submission. These can also be used to search for a specific submission. 


Total Submissions

When opening the submissions menu and whenever changing the filters or search parameters the Total submission count will appear below the filter card. This will show the total number of submissions returned based on your filters and search criteria.


View Submission


From the Submission menu clicking on any of the submissions will display the submission data for that submission. 


Extract


Extracting the data will send you an email containing a link to download the submission data as JSON. 

For more information check out thiarticle.


Workflow Status


The Workflow Status pop-up will allow you to view all events for your submission. You are able to see what failed, what succeeded and the current status of the submission. If there are any failed events you will be able to investigate the error logs to diagnose the issue, and even relay the failed events from here.  



Replay


You can replay workflow events from the workflow status pop-up or from the replay pop-up. From here you can select from the currently configured workflow events and click the replay button. You can also replay events for multiple submissions by checking the submission using the box on the far left of the submission, and selecting the actions button at the top of the screen. To replay submissions in this way you need to filter the submission menu for a specific form.




Download PDF


Each submission has a PDF button which can be used to generate a PDF of the original submission. Note, this PDF does not include any payment or approval form information. 


Troubleshooting

 

Permission - You will need the Submission Data permission to view the submissions tab. If your role does not have this permission then the submissions tab will not be accessible. 


Get Help


If you have any questions or would like assistance with setting up Submissions please contact us via this support portal or email support@oneblink.io. We are happy to assist in any way we can.




Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article