Knowledge Base/Documentation/ProntoForms Data Destinations

Box Data Destination

Sinan Serifov
posted this on December 02, 2011 15:40

Available in: Pro Tier

 

About

The Box Data Destination routes ProntoForms data records into a folder in a Box account.  Box is a popular cloud service that stores content online, allowing users to access, manage and share their content from various devices and locations. Box can also be integrated with other tools and services such as Google Apps and Salesforce.  Cloud services such as Box are typically used with ProntoForms to archive and share submitted form data, as they are more ideal for long term data storage.

Configuration options allow ProntoForms to route data record documents to a single, static folder in a Box account, or documents can be sorted dynamically into different folders based on submitted form data, such as a customer name or field technician name.   

 

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Configure the Data Destination

To create the Data Destination, navigate to the FormSpace in the web administration portal, enter the Data Destinations tab, click "Create a Data Destination" and select Box Data Destination.

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  1. Name the destination, and link forms to it.
  2. Optionally configure Filtering.
  3. Configure the Data Record Document.
  4. Box Delivery:   
    • Configure the Box Connection or choose an existing connection.
    • Create a Folder Expression; this specifies the path or directory to transfer the completed form data to. This can be a static destination (I.e. for a folder named “Prontoforms”  enter “Prontoforms”) , or it can be dynamically derived  from the submitted data through Data Record Expression Language.  For example, entering “%a[Question Label]” will use the answer to the specified question as the folder title; this is often used to organize data into folders based on customer name

 

Testing and Troubleshooting Data Destinations

Data destinations should be configured and tested carefully before using them in production.  This is key to ensuring that ProntoForms data is received correctly.  Please consult the recommendations for testing and troubleshooting data destinations.