RPA Connect
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  • Form Design
    • Quick Start
      • Login to RPA Connect
      • Creating a Form
      • Workspace Environment
      • Designing a Basic Form
    • Property Assignment
      • General Properties
      • Appearance
      • Validations
        • Advanced Validations
      • Behavior
        • Advanced Behaviors
    • Comprehensive Form Development
      • Text and Numeric Fields
      • Date and Time Fields
      • Option Selection Fields
      • Other Input Fields
      • Tables
    • Using Common Resources
      • Resource Upload
      • Resource Utilization
    • Workflow Configuration
    • Advanced Options
  • Administration
    • Admin App
      • Accessing Admin App
      • User and Group Management
      • Workspaces
      • Roles and Permissions
    • Integration with Microsoft Entra ID
      • Synchronization Authorization
      • AD Group Management
      • Microsoft Teams Notification Configuration
  • BLUEPRISM
    • Connection with BluePrism
      • Creating an Authentication Credential
      • Generating a Public Form Instance
      • Querying Template Instances
      • Other Actions
        • Instance-Linked Actions
        • File-Linked Actions
        • Stage-Linked Actions
      • Additional Information
  • INTERACTION CHANNELS
    • Instance Management in Teams and the Portal
      • Interface and Common Functions
        • Home
        • Submissions
        • Inbox
      • Activity in Microsoft Teams
      • Portal Features
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On this page
  • Form
  • Description
  • Stage
  • Creation Date and Last Saved
  • Actions
  1. INTERACTION CHANNELS
  2. Instance Management in Teams and the Portal
  3. Interface and Common Functions

Inbox

PreviousSubmissionsNextActivity in Microsoft Teams

Last updated 5 months ago

In the Inbox tab, you can access the automated submissions of instances that have been assigned to your user. Unlike submissions, in this case, you do not need to select a specific form to view its instances; instead, you will receive all submissions that meet these conditions. For this reason, the Inbox also functions as a history of received cases, whether they are answered or pending a response.

As in the Submissions screen, the buttons in the upper left corner allow you to sort and filter the forms based on their data, with the ability to apply multiple filters simultaneously. The filters for the Inbox are predefined, and it is not possible to add new options using tags.

Let’s take a closer look at each of the data points displayed on this screen.

Form

This refers to the name of the template defined in the Name field of the form definition we reviewed in the previous section.

Description

This is the title of the form, established through the Title attribute in the Build application. As we saw earlier, it can be either a fixed text or a dynamic one that updates based on the data entered in a specific field.

Stage

This refers to the stage a form is in within a workflow, meaning a sequence of steps that must be completed in order, each consisting of a form. As the user progresses through the process, and if the subsequent stages are assigned to the same manager, new rows will be generated to display each active stage.

Creation Date and Last Saved

These data points refer, respectively, to the date and time when the form instance was created and the date and time when changes were last saved. Draft forms may display the message "Never saved" if they have not yet been processed.

Actions

The Open option allows you to re-enter the form, whether it is a submission or a draft instance.

Inbox screen
Sorting and filtering options
Fields in a form definition