Connect a Data Destination

Getting Started

  1. Download the Mobile App
  2. Submit a Form
  3. Review Your Data on the Portal
  4. Connect a Data Destination
  5. Dispatch Forms to a User
  6. Upload your Logo
  7. Customize a Data Source
  8. Build a Custom Form

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About

A data destination controls where your data is sent when you submit a form.  The web portal holds your form submissions for 45 days, so it's a good idea to connect a data destination to your forms to automatically back up your data in another location.

Data destinations can send your data to:

  • Cloud Storage Services:  Box, Dropbox, Google Drive, Sharefile, Amazon S3, and more.
  • Enterprise Services: Salesforce, Sharepoint, and more.
  • Your back office:  FTP/SFTP, HTTP
  • Notification Services: through social media (Facebook, Twitter), Email, or SMS (text).

 

View the video below to learn how to set up a Box Data Destination.

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Create a Box Data Destination

Our users often connect their forms to cloud storage services.  These are the steps for setting up a Box data destination.  The instructions also apply to many other data destination types. 

  1. Mouse over the Manage Forms tab and select "Data Destinations."

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  2. Press the "Create Data Destination" button.

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  3. Select the Box Data Destination.  

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  4. In the Destination Basics tab:

    • Give the data destination a unique name.
    • Select "Auto-Link" to connect all new forms to this destination.

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  5. Connect to Box in the Connection tab.

    • Name the connection.
    • Press the connectbutton.png button. 

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  6. Allow access to your Box account. 

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  7. Press the Create button.

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  8. Next, connect the destination to a form and a document.

    Note: By default, forms submissions are sorted into folders named after the form.  You can customize this.  Read about these settings here.

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Connect the Destination to a Form

Connect the destination to a form so that it can send data from from submissions.

  1. Navigate to the form, and press the "Edit Form" button.

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  2. Enter the Destinations tab.

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  3. Click "Add" to connect a data destination.

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  4. Choose the destination to attach to the form.

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  5. Select documents for the destination to send. Multiple documents can be sent by the same destination.

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  6. Finish and deploy the form. 

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  7. Submit the form from your mobile device.  Within a few moments (once the data processes) it will appear in your Box account.

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