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Submission Request Integration Actions

Overview

Submission Request Integration Action allows you to run query or delete actions for a list of submissions in the Inbox. This allows you to compile form data based on submitted forms as well as delete submission from the Inbox.

Creating an Integration Action

Navigate to the Integration Actions tab in the Admin tab of the Admin Tool.

Click the + ADD INTEGRATION ACTION button.

Provide a name for the action. Designer users will see this name.

Under Action Request Type select Submission Request.

Click Save.

Request Info

Once the action is created, navigate to the Request tab. Here you will select what Request Type you would like to use for this action.

Delete - Use this Request to delete Form Submissions based on a list of IDs that are passed to this Request. This type of request is commonly used in Scheduled Jobs, to clean up submissions after a predefined period of time. *WARNING: This action cannot be undone. Once deleted, you will not be able to access the Form Submissions anymore.

Query - Use this Request to find submissions based on parameters like creation date, definition, created by, and search fields determined on the form.

Query Delete - Use this Request to delete Form Submissions based on a Query. This type of request is commonly used in Scheduled Jobs, to clean up submissions after a predefined period of time.

Query to CSV - Export Form Submission data to a CSV file that can be attached to emails or HTTP requests. *WARNING: This action cannot be undone. Once deleted, you will not be able to access the Form Submissions anymore.

The following screenshot is the Request tab for deleting submissions using a Query Delete action. The Query Parameters are set up to delete ALL submissions created one year in the past.

Testing Integration Actions

Each action type has a TEST tab in the Admin Tool. For Delete and Query Delete submission requests, the TEST button will delete all submissions that meet the query parameters.

CAUTION: This Action is in Live mode. When you run this Action, it will actually be executed. For Data Table Requests, records in your Data Table may be added/deleted/updated. For Form Submission Requests, the Form Submission with the provided Submission ID will actually be deleted.