Form Submission States

 

Note: The Form Versioning and Editing Form Submissions features are limited release. Please contact your ProntoForms account manager to add these features to your account.

About

ProntoForms provides tools to track the progress of a form submission as it moves from version to version and state to state. This article will discuss the different states and the information collected in each state, and when new versions are created.  These archived versions are an invaluable reference when tracing the path of a form submission, job workflow, or completing an audit, and understanding when form submissions change state provides a better understanding of your workflow.

 

Dispatched

When a form is dispatched to a mobile user, the server:

  • creates a Form Submission Version. This has a Data Record ID, and is marked Dispatched.


  • records any dispatch notes: these are visible when you select the Dispatched data record version.
  • records two timestamps:
    • Dispatch Sent: This timestamp records when the dispatch was sent to the mobile device.
    • Dispatch Received on Device: This timestamp records when the user opens their Inbox on the mobile device and receives the dispatched form.

 [ top ]

 

Complete

Submissions are Complete the first time that a form submission is successfully uploaded and processed. When a submission is Complete, the server:

  • creates a Form Submission Version.


  • records the following metadata:
    • Upload Started/Completed:  These fields show what time the data record was received and uploaded to the ProntoForms server. A long upload time indicates a large form or a large amount of images.  "Upload Completed" indicates that the ProntoForms server has received and stored the data record.  After uploading,  there will be a short delay (a minute or so) before the data record begins to process.  
    • Processing Started/Completed:  These fields show when the data in the data record is actually read and processed.  This includes saving the data, reading Geo Addresses, processing images, and executing any data destinations. 
    • Location: This information is available when you select the Complete data record version. 


  • If Dispatched: the server marks any fields filled out by the mobile user as Edited on the individual data record page.

 [ top ]

 

Complete (Sending/Sent for Editing)

Submissions are marked Complete (Sent for Editing) when someone makes a request to change something in the previous version of the form submission and the original submitter has opened their inbox to see the request. Complete (Sending for Editing) is a temporary state until the mobile user reconciles their device and receives the request for an edit.

The server:

  • marks the previous Complete version as Complete (Sent for Editing).


  • records any Editing Request Notes: these are visible beneath the Data Record Processing Table on the individual data record page, under Dispatch Notes, until a new version is created. When a new version is created, they will show up on the new version's specific Version page (in our example, in Version 3, visible next section).
  • records the following timestamps:
    • Request for Edit Sent: This field records when the data record is sent to the original submitter to be edited.
    • Request for Edit Received on Device: This field records when the original submitter reconciles their device and receives the request for an edit.

[ top ]

 

Complete (Edited)

 When the mobile user has completed their edits and re-submitted the form, the server:

  • creates a new Form Submission Version.


  • marks any changes from the previous version as (Edited).


  • moves any Notes from the Edit Requested to the new specific Form Submission Version page.


  • records the location of the user when they performed the edit, and when they submitted that edit.


  • records the following timestamps:
    • Upload Started/Completed:  These fields show what time the data record was received and uploaded to the ProntoForms server. A long upload time indicates a large form or a large amount of images.  "Upload Completed" indicates that the ProntoForms server has received and stored the data record.  After uploading,  there will be a short delay (a minute or so) before the data record begins to process.  
    • Processing Started/Completed:  These fields show when the data in the data record is actually read and processed.  This includes saving the data, reading Geo Addresses, processing images, and executing any data destinations.  

 

[ top ]

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments