Form submission emails XML or CSV

(Timeverist) #1

Is there a way to get a form submission to send the form data as an attachment as XML or CSV?


I know you can go in and get this through the Submission Logs but is there a way for it to be emailed automatically?

(Avi Miller) #2

Interesting idea. At the moment, its not possible. You should submit this as a feature request.

(Kbull) #3

We are using Squiz Matrix v4.10.4 - Form contents - Submission logs screens --> Send Submissions to email.

 

Feature looks to be included now.

  • I want to verify which type of users have access to implement this feature eg: Sys Admin or Backend users? Our users are connected through our LDAP Bridge --- they get to create the job but cannot edit.

    My guess is that a System Admin only has access due to the fact that it's going to create a cron job - can you confirm this?

 

  • How much of an impact will this sort of feature have on our system - performance load if we have 40+ forms.
  • Should they be scheduled at different times?
(Emily Inglis) #4

Hi Kbull,

 

I have just recently started using this feature, although we have not implemented it on a large scale so I cannot advise on the load to a system. However, I would imagine it is always best to have processing jobs done on non-peak if they can.

 

As for what type of user can create them, that is what I am trying to find out.

It appears that our Backend Users can create the send submission job, but then they do not have the option to "edit" it (which allows them to set who to send to, etc etc). So in effect, they cannot set it up to functionally work.

 

I have System Admin permissions, and I am able to set it up.

 

However, other Future Permissions can be set by Simple Edit and Backend Users, so I do not see why a Backend User should not have permissions to Send Submissions, if they have full admin permissions for the asset.

 

 

Anyone have a definitive answer about what permissions level is required for this?

 

I have also found that when the Backend User created the job, then I edited it in my account to set who to send to and all the other settings (such as CSV type, etc), it seems to email the log as a .txt not as a .csv file. I am still looking into why this is happening. But if anyone else has figured it out, that'd be great!

 

 

Kind regards,

Emily

(Nic Hubbard) #5

Anyone have a definitive answer about what permissions level is required for this?

 

I would think that they would require Write Permissions to that Custom Form.

(Emily Inglis) #6

Hi Nic,

 

The users that I am trying to enable to set it up themselves, they are:

- backend

- Admin permissions for the asset

 

However, they cannot seem to "edit" the send submissions to email.

 

Also, I cannot seem to get the submissions to send in CSV or XML format. I have tried selecting both in the "edit" settings, but both times the file has sent as a .txt

I can open the .txt in excel, using import with a comma separator, however this is not a good process for those who are not tech-savy who would receive the automated email.

 

Anyone had success with this?

(Nic Hubbard) #7

Hi Nic,

 

The users that I am trying to enable to set it up themselves, they are:

- backend

- Admin permissions for the asset

 

However, they cannot seem to "edit" the send submissions to email.

 

Also, I cannot seem to get the submissions to send in CSV or XML format. I have tried selecting both in the "edit" settings, but both times the file has sent as a .txt

I can open the .txt in excel, using import with a comma separator, however this is not a good process for those who are not tech-savy who would receive the automated email.

 

Anyone had success with this?

 

Did the user trying to edit it actually create the cron job?

 

What version of Matrix are you on?

(Kbull) #8

I have two forms sending emails to selected users at particular times eg: every 7 days, you need to be a System administrator as your creating a trigger within the System

 

Here is my crude documentation - hope this helps Send Submissions to Email.doc (221 KB)

(Emily Inglis) #9

 

Did the user trying to edit it actually create the cron job?

 

What version of Matrix are you on?

 

I have tried a variety of things, on some occasions the backend user had created the job (given it the name), and then I went in & setup the further preferences (I am a Sys Admin). On other occasions, I set the whole thing from scratch myself.
Either way, I could not get it to send as a .csv or xml file. Both sent as a .txt

I don't imagine it is an issue of the email service; we use a gmail based accounts (re-branded to the Uni).

 

We use Squiz Matrix 4.10.3

 

 

I have two forms sending emails to selected users at particular times eg: every 7 days, you need to be a System administrator as your creating a trigger within the System

 

Here is my crude documentation - hope this helps

 

Your setup looks same/similar to ours. And you find no issue with receiving the files as a .csv?

I notice you have a note about they need to save the file as a .csv - is that just a general note, or is this a re-saving as a different filetype (i.e. its not send as .csv and you need to re-save it to be so).

 

Sounds like it is only Sys Admin that can create them, then. :( That's a shame, becuase we do not give most of our users Sys Admin permissions, we just give them what they need, but setting up an automated sending of the emails is something that would be good for them to be able to do themselves.

 

As far as I can see, the manuals don't have any mention of the function, hopefully in the sometime-future it we added into the online manual Forms section. :)

(Kbull) #10

The file attached in the email has no extension, so I'm advising our client to add it to the name when they download and save it, otherwise we've had trouble opening, the file just comes up blank. This is more to do with Excel then anything else.
Would rather this be a System Administrator role to implement - if you start to have a lot of these you can at least stager the timing of the triggers. Also if they don't get the triggers correct it can play havoc with your system, better off you knowing what could be the cause then trying to eliminate 1 of hundred different causes.

(Nic Hubbard) #11

Would rather this be a System Administrator role to implement - if you start to have a lot of these you can at least stager the timing of the triggers. Also if they don't get the triggers correct it can play havoc with your system, better off you knowing what could be the cause then trying to eliminate 1 of hundred different causes.

 

These are not triggers. They are cron jobs that are being created within the Cron Manager that will dispatch the email that contains the attached .csv file at the given time.

 

Have you tested receiving the .csv file in different email clients to see if it is possibly a client issue?