Form Dashboard

   Journey Manager (JM) Previously known as Transact Manager (TM). |   Platform Developer |   Updated in v17.10 This feature was updated in v17.10.

Manager provides a form dashboard so you can quickly see form's configuration in a glance.

To navigate to the form dashboard, locate the form and click Edit.

The dashboard consists of the following sections:

Form Details

This section displays basic form details, such as the form’s display name, a form code, and its organization.

Form Versions

This section lists all available versions of this form. The current version of the form, which is the version that will be rendered when users request the form (unless A/B testing is enabled), is identified by a check-mark.

You can perform the following actions from this section of the dashboard:

  • Click a specific form version to see its configuration.
  • Click Make Current to make this form version the current form version.
  • Click Functions to list functions configured for this form version.  |  v17.10 This feature was introduced in v17.10.
  • Note

    The Functions link only appears when the Use Transact Functions checkbox is selected from the Build Options in Maestro.  |  v17.10 This feature was introduced in v17.10.

  • Click Services to list services associated with this form version.
  • Click Properties to list the properties configured for this form version.
  • Click Attachment to list the attachments and their rules configured for this form version.
  • Click Data Config to show data options configured for this form version. The options include form XML data, property prefill mapping, request parameter prefill mapping, and form data extract mapping.
  • Click Form Design to displays the form design and build audit details.
  • Click Update Design from Maestro to update the selected form version based on any changes made to the original form version in Maestro. Only the same user who updated the selected form version last time can use this button to update the form. All other users will see this error message: Could not load latest published Maestro Form Design Version - error: 401:Unauthorized. If there have been no changes to the form, the following message is displayed: No Maestro Form Design changes to update.
  • Note 1

    This icon only appears if the form has been designed in Maestro.

    Note 2

    In Manager v5.1, this icon was

  • Click Open Form Design to open the related form version in Maestro. This icon only appears if the form was designed in Maestro.  |  v17.10 This feature was introduced in v17.10.
  • Click From Test Render d4f69d7e56a2d5b19e186c6983988db8 to render this form version in the default form space.
  • Click New Form Version to create a new version of this form.
  • Click Export Current Form Version to export the current form version (version 3 in this case) on your local PC.

Form Spaces

This section lists form spaces where the form is hosted on and authentication mode, such as Anon. or Auth., required to access the form.

You can navigate to the hosted form by using one of the following links:

Note

Prior to v17.10, this section was named Form URLs.

Latest Transactions

This section lists all latest transactions of user submissions of this form.

You can perform the following actions from this section of the dashboard:

  • Click ID or Tracking Code to see the transaction details.
  • Click View PDF Receipt to view and download a PDF version of this form.
  • Click Form Requests to view all form requests or search for specific form requests.

Next, learn about form details.