XML Documents

 

About

Output data from your submitted forms in an XML format, for integration with your backend system.  There are different options for structuring and customizing your XML format.

XML documents can be sent to cloud and enterprise services, web services, and more.  A number of document types are available, and multiple documents can be sent with a single form submission.  Read more about documents here.

 

 

Settings

Create the document, select XML as the document type,  then follow the instructions below.

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Document Basics

Name/Description

Give the document a unique name. Optionally provide a description.

Filename

This is the name of the file that will be sent through data destinations.  

      • Use Data Record Expression Language to reference answers in your forms.
      • Static text can also be included.
      • For example, %r -- %a[Customer Name] would name the file like "20140812-180001002  -- John Smith."

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      • Some data destinations will overwrite files with duplicate names.  Make sure file names are unique by including one or more of:
        • %r - the submission's reference number -- e.g. 20140920-1815562464
        • %r[id] - the submission's ID - e.g. 1815562464
        • %t - the time the form was submitted

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Document Timezone Source

Choose a document time zone source. This is the time zone for all dates and times in your document.

      • Team Preference Setting: Will use the time zone chosen for the team
      • Data Record: Will use the time zone the form submission is made from (as chosen on the mobile device).
      • Custom: Choose a time zone.

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Auto-Link new forms to this document

Selecting this option will add the document as an "Additional Document" to forms created or imported after this option is set.  Submissions made against these forms will be downloadable in this document format from the Data & Analytics tab of the portal.

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XML Document Configuration

Form Model Version

V1 forms can only use V1 documents. V2 documents have a different format, and they are only compatible with V2 forms. Select the appropriate Form Model Version from the dropdown. If you do not see this option, it means that ProntoForms will automatically create the correct document version for you.

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Embed attachments within the Data Record Document 

This will include the attachment "bytes" property, which is necessary if you need to use the images collected at any point.

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Data Node Format

This setting changes how the nodes containing question/answer information are named.  Read more about these options.

  • Standard: Uses generic, standardized node names for page, section, and question nodes. 
  • Question Labels as Node Names: Uses the question label in place of the generic question/answer node name. 
  • All Labels as Node Names: Uses the page, section, and question labels in place of the generic page, section, and question node names.

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Image Compression Ratio

Enter a value between 0 and 1 to compress images embedded in this document. Compression will reduce the size of the document, at the cost of image quality. 0 is competely compressed, 1 is no compression.

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When setup is complete, press "Create."  Link the document to a form in order to use it. For instructions:

Classic Form Builder: How to Link a Document to a Form

V2 Form Builder: Settings: Documents

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Sample XML Documents

V1

This sample uses a page from a Safety Meeting form that includes a timestamp, a dropdown question, and a multiselect question.

<pages>
    <page name="Safety Meeting Details">
      <answers>
        <answer label="Date" dataType="Timestamp">
          <question>Date</question>
          <values>
            <value>
              <provided>
                <time>2017-11-22T14:35:00-05:00</time>
                <zone>America/Toronto</zone>
              </provided>
              <shifted>2017-11-22T14:35:00-05:00</shifted>
            </value>
          </values>
        </answer>
        <answer label="Employee conducting" dataType="FreeText">
          <question>Employee conducting safety meeting</question>
          <values>
            <value>Harry Ford</value>
          </values>
        </answer>
        <answer label="Attending" dataType="FreeText">
          <question>Employees Attending</question>
          <values>
            <value>Sarah Porter</value>
            <value>Scott Stevenson</value>
            <value>Mary Caruthers</value>
            <value>Harry Ford</value>
          </values>
        </answer>
      </answers>
    </page>
  </pages>

V2

This sample uses a page from a Work Order form detailing required equipment. The first 'page' contains a regular section, aka a flow section. The Repeatable Section contains three entries.

 

Regular Sections: Referred to as "flow section" in the XML, these are sections that can contain questions in a standard format.

Repeatable Section: A section containing a set of questions that can be answered multiple times. Each set of answers is displayed in a row node in the XML. For more information on repeatable sections, please read: Repeatable Sections Overview.

<page label="AIBt" name="Account Information (Bill to:)">
      <sections>
        <section type="Flow" label="New Section 2" name="Contact Information">
          <answers>
            <answer label="Account - Name" dataType="FreeText">
              <question>Account Name</question>
              <values>
                <value>LBM Drilling and Construction</value>
              </values>
            </answer>
            <answer label="Account - Contact" dataType="FreeText">
              <question>Account Contact</question>
              <values>
                <value>Virginia Lewis</value>
              </values>
            </answer>
            <answer label="Account - Phone" dataType="PhoneNumber">
              <question>Phone number</question>
              <values>
                <value>555-955-8202</value>
              </values>
            </answer>
            <answer label="Account - Email" dataType="EmailAddress">
              <question>Email</question>
              <values>
                <value>vlewis@email.com</value>              </values>
            </answer>
          </answers>
        </section>
      </sections>
    </page>
<page label="Equipment Info" name="Equipment Information">
      <sections>
        <section type="Repeat" label="Equipment details" name="Collect details about equipment">
          <rows>
            <row>
              <pages>
                <page label="ED" name="Equipment Details">
                  <sections>
                    <section type="Flow" label="Select Part" name="Select Part">
                      <answers>
                        <answer label="Make" dataType="FreeText">
                          <question>Make</question>
                          <values>
                            <value>Equipment Make 4</value>
                          </values>
                        </answer>
                        <answer label="Model" dataType="FreeText">
                          <question>Model</question>
                          <values>
                            <value>4A</value>
                          </values>
                        </answer>
                        <answer label="Serial" dataType="FreeText">
                          <question>Serial #</question>
                          <values>
                            <value>987653242</value>
                          </values>
                        </answer>
                      </answers>
                    </section>
                  </sections>
                </page>
              </pages>
            </row>
            <row>
              <pages>
                <page label="ED" name="Equipment Details">
                  <sections>
                    <section type="Flow" label="Select Part" name="Select Part">
                      <answers>
                        <answer label="Make" dataType="FreeText">
                          <question>Make</question>
                          <values>
                            <value>Equipment Make 5</value>
                          </values>
                        </answer>
                        <answer label="Model" dataType="FreeText">
                          <question>Model</question>
                          <values>
                            <value>5A</value>
                          </values>
                        </answer>
                        <answer label="Serial" dataType="FreeText">
                          <question>Serial #</question>
                          <values>
                            <value>5645756</value>
                          </values>
                        </answer>
                      </answers>
                    </section>
                  </sections>
                </page>
              </pages>
            </row>
            <row>
              <pages>
                <page label="ED" name="Equipment Details">
                  <sections>
                    <section type="Flow" label="Select Part" name="Select Part">
                      <answers>
                        <answer label="Make" dataType="FreeText">
                          <question>Make</question>
                          <values>
                            <value>Equipment Make 1</value>
                          </values>
                        </answer>
                        <answer label="Model" dataType="FreeText">
                          <question>Model</question>
                          <values>
                            <value>1B</value>
                          </values>
                        </answer>
                        <answer label="Serial" dataType="FreeText">
                          <question>Serial #</question>
                          <values>
                            <value>23123124312</value>
                          </values>
                        </answer>
                      </answers>
                    </section>
                  </sections>
                </page>
              </pages>
            </row>
          </rows>
        </section>
      </sections>
    </page>

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