Formstack offers the ability to view and track your form's submissions within Salesforce. You can enable this feature for your form by checking the 'Track Submissions' checkbox under Form Settings, which is checked by default.
Once checked, you can view the submissions for your form by clicking the 'Submissions Dashboard' tab within the Formstack app, or by clicking the 'Submissions' button in your list of forms in the Form Dashboard:
The submissions dashboard has a number of different options available for you to review your submissions:
- Form filter: Use this drop-down list to choose which form you'd like to view submissions for. Leave this blank to show all submissions.
- Fields filter: Use this drop-down list to filter by a number of different fields within the submissions list:
- Objects featured in the form: This option will filter your list of submissions based on any primary or related object used in your forms.
- Date submitted: This option will allow you to define a date range within which submissions were received.
- E-sign status: This option will allow you to filter your e-sign forms by email verification status - verified, not verified or no e-signature.
- Content: This option allows you to search on any of your form's submitted data fields. For example, if you want to search for submission featuring the email address 'email@example.com', use this option and enter that email address into the filter text box.
- Status filter: Use these buttons to quickly filter by the status of your submissions.
- Action buttons: Use these buttons to re-submit failed submissions or delete submissions. You can use the re-submit option to retry a failed submission. These actions will apply to whichever submissions you check using the provided checkboxes. Note that the re-submit option will only be made available for failed submissions.
- Submission selection checkboxes: Use these checkboxes to select one or more records to re-submit or delete using the action buttons shown.
- List sorting: You can click on any of the submission list's headers to sort by that column.
- Record/submission quick view: Use this button to quickly view the primary object created by each form submission. In case of a failure, clicking this link will bring you to the submission details page with a view of the failed submission data.
- Labels: Denotes whether or not the submission is from a Community Form and, if so, lists the user associated with the form.
You can click on any of the entries in your submissions list to view the details of that submission.
The following items are available to you when viewing the details of a form submission:
- Submission details: Here you can view the ID and submitted date of your submission, as well as the objects featured in the form, IP address of the submitter, and e-signature status.
- Delete submission: Use this link to quickly delete this submission. Note that deleting the submission does not impact your Salesforce records.
- Form link: Use this link to quickly access the form editor for this submission's form.
- Record link: Use this link for quickly accessing the submitted form's primary object record. In case of a failed submission, this field will remain blank.
- Status indicator: This indicator denotes the status of your submission.
- Resubmit button: You can click this button to re-submit a failed submission.
- E-Signature Status: For forms that have e-signatures with email validation enabled, you can view the status of the email verification step in this area, as well as a quick view of the history of the submission and email verification by clicking the 'View Log' button. You can also re-send a verification request email as required here. See the Signatures section for more details.
- Submitted Form View: This tab allows you to view the form submission as it was originally submitted. In the case of a failed submission caused by a particular field, this view may provide some direction as to exactly which field caused the failure, as it will be highlighted in red with an accompanying error message. If you've made changes to your form since this submission occurred, you also have the option here of switching between the current live form and the form that was originally submitted. This will help you quickly discover issues caused by your form changes.
- Objects and Records view: This view provides a list of objects from your form submission and each object's status. In case of an error, this view will describe the error in detail for each of your form's objects. For successful submissions, this view will provide a quick link to the record created or updated by the submission.
The following are some common errors that may be found when dealing with erroneous submissions:
- FIELD_CUSTOM_VALIDATION_EXCEPTION: This denotes that your form submission violates a custom validation rule on your primary or related object.
- FIELD_INTEGRITY_EXCEPTION: This denotes that the form submission violates one or more field integrity rules for a given object.
- INVALID_FIELD: This denotes that one or more of your form's fields no longer exists on your original object, or your field has changed since being added. In this instance, it is best to remove the field from your form. In cases where your field has changed its definition, simply remove the field from your form, save your changes, then re-load your form in the form editor to re-add the field.
- REQUIRED_FIELD_MISSING: This denotes that one or more required fields for your object are missing. While Formstack adds required fields by default, if your object definition changes such that there is a field that is newly required, you may encounter this message.
- NO_DATA: This denotes that the form submission would create a blank record without data in any of its fields. The solution for this would be to mark one or more of your form's fields as required for each of your objects.
- MULTIPLE_RESULT: When using the 'update if exists' feature in Formstack, this error denotes that there is more than one record found matching the fields marked as upsert fields. The 'Update if exists' feature will only update if only one record is found that match the field criteria, and create if no records are found.
- NOT_FOUND: This denotes that one or more of the objects used in your form no longer exists.
- CANNOT_UPDATE_CONVERTED_LEAD: In the case of a lead form, this error denotes that the submission is attempting to update a lead that has already been converted in Salesforce.