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Data Collection Manager |
  
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Data Collection Manager |
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Once a form template has been published it can the be used within a Data Collection Manager module for collecting data or start the initial process of the form workflow. The Data Collection Manager module has been designed specifically to collect data at the initial stage of a workflow of the form template. Each instance Data Collection Manager module can only display one form template with each customizable through the Edit Options screen. Because there is a one-to-one relationship between the Data Collection Manager module and published form template, if multiple form templates are required to be used, multiple instances of the Data Collection Manager module are required to be added to the page.
Once a published form template has been assigned to the Data Collection Manager module, the form will be displayed at its initial state (State with assigned Initial State property). The security access to the form has been specified via the Form Template Manager module thus, it is usually sufficient to allow the Everyone DNN native role access to the module. Even if the user is able to access the module, if has not been granted access (Read or Write) to the form at the initial state of the workflow an appropriate error message will be displayed.
Functionalities available within this screen include
• Navigate between form pages
• Progress form to next state of workflow
• Edit Options
Navigate between form pages
• Click on the one of the available Page Name links from the top navigation bar to navigate to the page
• OR click on the First, Previous, Next, Last buttons located at the bottom navigation bar to go to the First Page, Previous Page, Next Page or Last Page respectively.
TIP:
Additional notes
• This functionality is only available in form with multi-pages
• The bottom navigation bar can be made visible or invisible depending on the settings specified in the Workflow settings
Progress form to next state of workflow
• From the Action Button bar located at the very bottom of the form
• Click on the required Action Button to submit or progress the form to the next state of the workflow
TIP:
Additional notes
• Action Buttons to progress to the next state of the workflow are only available if user has write access to the form (though there are other action buttons such as Reset, Return, Print which do not submit or progress the form)
• Depending on the settings specified, the form may or may not validate data entered by the users. If validation is required and data entered do not pass validation error messages will be displayed to the users to correct the data accordingly
• Once a form has been submitted or progressed to the next state, the Action Button will display the Print button which allow users to print the submitted form.
• Once a form has been submitted or progressed to the next state, depending on the settings specified for the Workflow Step, the user may be notified with a successful submission message or redirect to another URL.
Edit Options
• Click on the Edit Options link available from the module's menu to go to the Edit Option screen
TIP:
This menu option is only available to users with Edit Access to the module