Creating & Managing Data Destinations

 

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Create a Data Destination

  1. Mouse over the Manage Forms tab, confirm that you are in the desired FormSpace, and select Data Destinations.
    datadestinationstab.png

  2. Click the createDD.png button.
  3. Choose a data destination Type.

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Link Data Destinations to Forms and Documents

A data destination must be linked to a form in order to route any submitted data.   Most data destination types also require at least one linked document.  Link a data destination to a form and add documents to send in the Destinations tab when creating or editing a form.

Auto-Link Forms and Documents

There is also an auto-link option at the data destination level in the Destination Basics tab.  This can save time if most of your forms should be sent to the same location and send the same documents.  Note that these options only apply to forms created after this option has been selected. 

  1. Select "Auto-Link new Forms."  New forms created or imported (in the same formspace) will automatically be linked to this data destination.  
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  2. When "Auto-Link new forms" is selected, a box to "Auto-Link documents" to the data destination will appear.  When the destination is auto-linked to a form, the data destination will automatically be able to send these documents.  
    autolink2.png

 

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Update or Delete a Data Destination

You can edit the configuration and link and/or unlink Forms 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.  
    datadestinationstab.png
  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.
    datadestination_update.jpg 
  4. After applying the desired changes, click the update_button.jpg button.

 

Activate/Deactivate Data Destinations

It is possible to deactivate data destinations without deleting them.  In the Destination Basics tab, toggle Activate destination to receive data records at this location to activate or deactivate a data destination. 

Note:  Deactivated data destinations will still appear in the Destinations tab in the form builder, but it 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.
    datadestinationstab.png

  2. Click the name of the data destination you wish to copy.

  3. From the <data destination name> drop-down menu, select Copy.

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  4. Select which FormSpace you wish to copy this data destination to and name the copied destination.

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.
    datadestinationstab.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.
    2015-12-14-CopyConfigDD.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.

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List Executions

From the same dropdown list noted above, 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.

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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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