Creating & Managing Data Destinations

 

Create a Data Destination

  1. Mouse over the Manage Forms tab, confirm that you are in the desired FormSpace, and select Data Destinations.
  2. Click the 2019-06-03-CreateDestButton.png button.
  3. Choose a data destination type.

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Settings: Destination Basics

These settings are the most common to data destinations. Other data destinations will have specific configurations; these will be covered in their respective data destination articles.

2019-06-03-EmailDestBasics.png

  • Name: This is the name that will display in the Data Destination List and when selecting destinations to link in the Form Builder.
  • Unique ID: This is used in Destination Outputs, and must be unique per FormSpace. It will automatically generate an ID based on the Destination Name if not customized.
  • Disable this destination: Enable this option if you wish to create the destination without allowing it to accept form submissions -- i.e., it can still be linked in forms, but the destination will not execute if forms are submitted.
  • Auto-Link new forms to this destination: New forms created or imported (in the same FormSpace) will automatically be linked to this data destination.
    • On Destinations that accept documents, enabling this option also enables the Auto-Link documents option. When the destination is auto-linked to a form, the data destination will automatically be able to send these documents.
  • Error Handling: If a form submission initially fails, ProntoForms will continue to try to send your form submissions on a regular schedule. If a data destination fails multiple times, you will be notified. Most failures correct themselves and require no intervention. ProntoForms will start sending emails to the Problem Contact Email address if the form submission fails to reach the destination three times, or approximately within an hour. To set your preference, simply select the number of failures before you are notified.

    2019-02-19-WP-DestinationFail02.png

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Settings: Filtering

Form Submission Filtering allows data destinations to execute only if the filtering rules are met.

2019-06-03-FilteringTab.png

Submitted data can be routed to different destinations based on the filtering rules applied. Alternatively, each Data Destination can route the data in a different format to the same destination depending on the data submitted.

Click here for more information on Data Destination Filtering.

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Settings: File Configuration/Attachments

Note: This setting is not on every destination, and is called "Attachments" on Email destinations.

Forms often include file attachments such as photos, sketches, or audio files. To ensure the security of customer data, while photos are displayed inline in PDF documents, other files, including audio files, are provided as links within the associated document sent with the data destination. People often need to store the full-sized images to review or for auditing purposes.

2019-06-03-AttachmentsFileTab.png

If you wish for the people receiving the form submissions to be able to view the attached files, be sure to select the "Send photos, sketches, audio files, and similar form data as separate file attachments to the message" option in the data destination associated with the form.

If you wish to create a custom naming scheme for these attachments, please read: Attachment File Naming

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Settings: Destination Outputs

Destination outputs allow advanced users to coordinate data between two or more destinations. The output from one destination, such as the headers or HTTP status, from one destination can be fed into the input of a subsequent destination using key:value pairs, using Data Record Expression Language.

This setting is currently limited to certain destinations, but will be expanded in future. For more information on Destination Outputs, please read: Data Destination Outputs.

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Viewing the Data Destination Configuration Page

Once you have created your data destination, you can view a summary of the configuration options, execution statistics, and which forms use the destination, as shown below. This is useful to get an overall picture of a destination's activity and settings.

2019-06-03-DestinationInfoPage.png

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Update or Delete a Data Destination

You can edit the configuration for your data destinations at any time.

  1. Mouse over the Manage Forms tab, confirm that you are in the desired FormSpace, and select Data Destinations.
  2. Click the name of the data destination that you wish to update.
  3. From the <data destination name> drop-down menu, select Update or Delete.
    2019-06-03-DestinationUpdateDelete.png
  4. After applying the desired changes, select Update.

 

Disabling Destinations

If you wish to disable a data destination even after forms have been submitted to it, select the Disable this destination option.

Note: Disabled data destinations will still appear in the Destinations tab in the form builder, but will not receive any data submissions.

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Copy a Data Destination

You can copy a data destination directly to a new FormSpace, or create a copy within the same FormSpace to edit.

Admin can: Users with Can Create permissions can:
  1. Mouse over the Manage Forms tab, confirm that you are in the desired FormSpace, and select Data Destinations, or select the Destinations icon from the top right of the screen.
    2019-06-03-DestinationCopy01.png
  2. Click the name of the data destination you wish to copy.
  3. From the <data destination name> drop-down menu, select Copy.
    2019-06-03-DestinationCopy02.png
  4. Select which FormSpace you wish to copy this data destination to and name the copied destination.

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Copy a Data Destination Configuration

Copying a data destination's configuration to a target data destination will overwrite and update the target's settings. These settings include Data Record Filtering and any Connections.

Admin can: Users with Can Create permissions can:
  • copy any configuration to any available FormSpace.
  • make any connection used by the original data destination usable by the target FormSpace
  • only copy data destination configurations to/from any FormSpace in which:
  1. Mouse over the Manage Forms tab, confirm that you are in the desired FormSpace, and select Data Destinations, or select the Destinations icon from the top right of the screen.
    2019-06-03-DestinationCopy01.png
  2. Click the name of the data destination you wish to copy.
  3. From the <data destination name> drop-down menu, select Copy Configuration.
    2019-06-03-DestinationCopy03.png
  4. From the dropdown menu, select the name of the data destination whose settings you are overwriting. You can select multiple data destinations to update/overwrite.
    2019-06-03-DestinationCopy04.png

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List Executions

From the same dropdown list noted above, or from the data destination configuration page, select List Executions to display information about the executions that a data destination has made. The information includes: success/failure of data sent, when data was sent (Latest Run), what data was sent (Data Record Reference Number), where the data originated (Form), and Details.

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Re-Execute a Failed Execution

If a data destination execution has failed, the List Executions page will contain details regarding why. Once the source of the error has been corrected, failed executions can be re-executed by clicking the Re-Execute Failed Executions button.

2019-06-04-Re-ExecuteButton.png

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Link a New Destination to Old or Existing Form Versions

When deploying a form, it's easy to forget to attach certain destinations or documents, resulting in a backlog of hundreds of form submissions that haven't gone to the correct place, or have the wrong document attached.

Now, it's possible to attach the correct data destinations and documents to an existing form version, saving yourself time by automatically queuing the form submissions for re-processing. The process is simple:

  1. Navigate to the Form Versions page of your desired form:
    2019-02-11-WP-FormVersionBacklog01.png
  2. Select the applicable version of your form (the one with the form submissions made to it) from the listing:
    2019-02-11-WP-FormVersionBacklog03.png
  3. Select the Form Outputs tab, and then Edit Form Outputs.
    2019-02-11-WP-FormVersionBacklog02.png

  4. Attach the correct Destinations and/or Documents, and select Update.
  5. The original form submissions will join a queue for re-processing with the correct documents and destinations, ensuring a timely and stress-free experience!

 

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.

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