Formatta Designer allows you to record a submission tracking number when a form is submitted to Formatta E-Forms Manager. This tracking number is unique and sequential, allowing full auditing of all forms submitted by end users. Formatta Designer allows you to record a submission tracking number when a form is submitted to Formatta E-Forms Manager. This tracking number is unique and sequential, allowing full auditing of all forms submitted by end users.
Submission tracking for each form must be enabled in both Formatta E-Forms Manager using the Submission tab, and Formatta Designer when the form is created. To enable submission tracking using Designer, simply add a single line text field to the form and give it the following properties:
A name like "submission_tracking" or something similar, that clearly indicates that the field is for.
Make it read-only. Though not essential, this is recommended since you wouldn't normally want users of the form to change this value.
It may be visible or hidden (using the field's Visible property). Normally you would want it to be visible, but when used for Workflow tracking this is not necessary.
Make sure it is not contained in any field sets that can be digitally signed. Signing fields in a field set makes them so that their values cannot be modified, even by the server. So make sure that the field is excluded from any signable field sets so that the server can update it when the form is submitted.
To see a specific example, open the sample Leave Request Form in Formatta Designer. The form is available from the Sample Forms Library, or use the version you customized in the section entitled, "Customize Sample Forms."
Each time a form is submitted, Formatta E-Forms Manager assigns a unique, sequential tracking number for auditing purposes. This tracking number can also be recorded on the form, providing end users with a receipt or filing number.
You can specify one submission tracking field on a form, and it can be named whatever you desire.
The Submission tab in Formatta E-Forms Manager is used to enable and specify submission options. Check "Return Submission Tracking Number" checkbox and then select the tracking number field using the dropdown box next to the checkbox.
The sample Leave Request form included with Formatta E-Forms Manager already has the tracking fields specified.