frevvo 7.1: Submissions Search

We’re always working on improving frevvo based on customer feedback. We have ambitious longer-term plans but we’re tackling some of the most common requests ASAP.

frevvo V7.1 (which will be available later this year) includes one such item: the ability to search for submissions based on form data. There’s also a new Submissions View and Excel export. Let’s take a look using a Contact Form.

searchable-fields

Searchable Fields wizard

First, you have to define your Searchable fields using a wizard. Simply add/remove Searchable fields as desired. Once defined, frevvo can also go back and re-index your existing submissions so you can search them using the same fields. In our Contact Form, we’ve chosen First Name, Last Name and Email Address.

Then, go to the Submissions View for the form. By default, you’ll see the Submissions for the past month with no other filters applied. Searchable Fields appear in the table if they fit.

Expand the Submissions Filter Section. You can filter and search for submissions by a wide variety of criteria. There’s Date Range and Submission State but you can choose other criteria including the Searchable fields. You can also create a logic expression as shown in the image. We’re searching for Submissions this year where the email address contains frevvo.com and the first name begins with either M or P as the shown in the logic expression field.

filter

Filter/Search for submissions

If the columns don’t fit on the screen (for example, on a mobile device), you can click + for any row to view them. As usual, you can double click any submission to view details (XML document, PDF, attachments, signatures etc.) and delete unwanted submissions.

submssions

Expand/Collapse individual submissions to view details

Similar functionality is available in the Task List as well – we’ll describe it in a separate article. And, in a future release, we plan to unify these user interfaces so you can handle tasks, submissions and reports from the same place in the UI.