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Manager Topics

View Form Transactions

   Journey Manager (JM) Previously known as Transact Manager (TM).  |    System Manager / DevOps  |  v5.1 & Higher This feature is related to v5.1 and higher.

Manager keeps track of all transactions, representing form submissions made by form users.

To view form transactions, select Operations > Form Transactions.

Transactions are shown page by page, with the maximum number of records per page configured via the user's preferences.

To filter or search the transactions by one or more criteria, specify the following settings and click Search:

  • Transaction's name or part of a name
  • Form status
  • Attachments
  • Payments
  • Email Verification
  • Delivery
  • Start Date
  • End Date

Click Clear to reset the search criteria.

The key column is the Transaction Status, which indicates the status of the selected transaction and various actions associated with it.

You can perform the following actions:

  • Click View to view transaction details.
  • Click View receipt to view the PDF receipt of the selected transaction.
  • Click Retry delivery to retry delivery of the transaction. This is only available if delivery of a transaction has not been completed, but submission data is still available.
  • Click Retry delivery from scratch to attempts to deliver the submission using the current delivery details set up in the form after deleting all existing delivery checkpoints for the submission. If no delivery checkpoints exist, this is equivalent to the retry delivery option above.This is only available if delivery of a transaction has not been completed, but submission data is still available.
  • Click Open Saved Form to open the saved form to allow an administrator to complete the form on behalf of the user. As this is a sensitive operation, this action is only available to administrators whose roles include the permission, Submission Save Edit.

Click Export Data to export the displayed data as a Microsoft Excel (XLS) file.

Next, learn how to view form requests.

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