In Advanced Features --> View Form Results I can Export all result to Excel.

Is there a way to automatically generate a report with all form results and then send this report automatically to the client (for example once a day)?

Explanation:
I've created a dynamic form for registration for a seminar. Every day I want to send a list with all registration data to another person.
I know I can download an excel file with all form results and then send an email. But I want to schedule this activity so it executes every day.

Kind regards, Jeannine

HI, I don't believe this is possible within the context of Dynamic Forms because email completion event gets fired when the form is submitted. You can't set it to run only once a day. To accomplish this, you would need to create a Scheduled Task within SQL Management Studio (SQL Server Agent) to email the recipient based on an SQL query.
The SQL query would be an inner join on two tables (dynamicforms_question and dynamicforms_questionresponse). You can filter on "responsedatetime" to get responses for that particular day only. You could also set it to save to a CSV file some where and email it out as well (perhaps create an SSIS package) for automation. -- David

Is it possible to generate the PDF and have it sent as an attachment to the user at the time the form is submitted?

Hi Dan,

Yes, you need to create a PDF completion event and an email event.  Just make sure that the PDF sort order is lower like 0 and the email event sort order is 1.  This way, the PDF gets created first before the email event fires.  The user guide has instructions, too.  Thanks!

Candace

Yes, this is possible and done numerous times by people. You would create a PDF file completion event with a higher sort order (say 1) and and email completion event with sort order (say 10) and on form submit, it will fire the email with the PDF file attached (use the available PDF tokens $(PDF:pdf) and $(PDFAttach:pdf) or use the link option $(PDFLink:pdf).

Hope this points you in the right direction. -- David

First, thank you all for the fast replies.

I understand the first reply from David regarding the SQL.

The replies regarding the creation of PDF: email completion event gets fired when the form is submitted. So this also implies email will be send more than once a day and it's not possible to schedule it. Am I right?

Kind regards,

Jeannine

Yes, any email completion event gets fired on submit of the form. There's no way to schedule it to fire only once a day. -- David

I have attempted to use these tokens as indicated above. I am able to generate the PDF and generate the email, but the PDF token don't render and are delivered in the email body as they were during the editing/design.

Meaning, when the email is opened, there is no pdf attachment and the email contains the text: $(PDF:pdf) $(PDFAttach:pdf) $(PDFLink:pdf)

UPDATE:

I used the tokens listed next to the editor and had more success with an exception.  To test I inserted all three of the available PDF tokens and found the following:

 $(PDF:CreatePDF), $(PDFLink:CreatePDF), $(PDFAttachCreatePDF)

The first token creates a link listing the full URL http://.../../CreatePDF_472_201d4ef1-ae1d-4169-b679-ee0e182f55cb.pdf.

 The second token provide the text: Create PDF and the underlying hyperlink URL is defined as http://../.../CreatePDF_472201d4ef1...f55cb.pdf.

You will notice the defined PDF's are similar except on has "CreatePDF_472_201..." and the other link is defined as "CreatePDF_472201..." 

The first link is incorrect and does not work. 

The last token doesn't work at all an only list the text "$(PDFAttachCreatePDF)" in the email.

 

HI Dan, can you tell us what version of DNN and Dynamic Forms you are running? That way, I can try to duplicate this. Thanks. -- David

Dynamic Forms: 3.30.50
DNN: 5.02.03 (74)

Hi Dan,

I just made a test and the PDF and email events worked just fine.  Can you see if you can duplicate this on our test site?  Please go to www.betasprings.com and log in with host / dnnhost then just add your own page using Dynamic Forms as the parent page.

Let us know your page URL and your test results so we can review it further.  Thanks!

Candace

Hi Candace-

I'm having the same issue with the broken link to my pdf file.  It looks like an extra / is placed in the link and the file name to the pdf is different.  Note the added (extra) underscore after 410 on the first link.   The PDFLink token seems to work correctly.

 

This token doesn't work: $(PDF:create pdf) .  Shows in email as: http://server/Portals/0/Dynamic-Forms_Exports//create pdf_410_18337ff5-9ef5-40be-ba25-ba8481f9b099.pdf

 

The PDFLink token works correctly: pdf link: $(PDFLink:create pdf)
link from this token. shows in email as "create pdf" and links to: http://server/Portals/0/Dynamic-Forms_Exports/create pdf_41018337ff5-9ef5-40be-ba25-ba8481f9b099.pdf

 Hi Curtis,

Thanks for the details.  I'll have to duplicate this on our end.  Can you please tell me what DF version you have (from Host, Module Definitions) and your DNN version?  Did this work for you before and now it stopped working?  Thanks!

Candace

Dynamic Forms version: 3.30.61
DotNetNuke version: 05.04.01 (26)

This was a brand new install we had set up for our new development environment. We hadn't used this feature before and were looking to implement on some new applications.

 

I tested the token "attach the pdf file to email" and it shows the file without the extra underscore.  I checked the file name in the file manager and it matches.  Seems to be an issue with that specific token.

thanks,
Curtis

Hi Candace-

 

I've tested the view form results link and that isn't working either (manage results template and added the token).  A link to a pdf shows the file name very different then the email attachment or email pdf link:

 

DynamicForms_410_create%20pdf_1b354836-74f6-48c6-9ac2-27cf6caba040.pdf

 

 

Hi Candace-

Did you have a chance to look into this issue?  Will .4.x have a fix for this issue?

thanks,
Curtis

Hi Curtis,

I'll have to check with Chad if this in DF 3.4.  Please give me until next week to verify the info.  Thanks!

Have a great weekend!
Candace

Hi Curtis - I have been able to confirm that this has been fixed in the upcoming 3.4 release (related to the PDFLink and extra / etc...). There were a few other issues where this was generated for View Results and so forth and its been fixed there as well.

Dynamic Forms still cannot schedule results to go out (related to the original post on this thread), however this would be a useful feature in the future so we can review that.

Thanks!

-Chad